Purchases and Sales Made in Q4 2023 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q4 2023. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
715+ 12.48% |
$35.7K - $36.1K
|
6.44K
$325K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
712New |
$35.6K - $35.9K
|
712
$36K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
679+ 5.96% |
$33.9K - $34.2K
|
12.1K
$610K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
668New |
$33.4K - $33.7K
|
668
$33.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
657+ 15.7% |
$32.8K - $33.1K
|
4.84K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
639+ 3.2% |
$31.9K - $32.2K
|
20.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
608+ 2.4% |
$30.4K - $30.7K
|
26K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
588New |
$29.4K - $29.7K
|
588
$29.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
588+ 6.35% |
$29.4K - $29.7K
|
9.85K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
565+ 1.01% |
$28.2K - $28.5K
|
56.6K
$2.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
533+ 2.66% |
$26.6K - $26.9K
|
20.5K
$1.04M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
507+ 96.76% |
$25.3K - $25.6K
|
1.03K
$52.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
500+ 9.67% |
$25K - $25.2K
|
5.67K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
500+ 6.42% |
$25K - $25.2K
|
8.29K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
493+ 2.25% |
$24.6K - $24.9K
|
22.4K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
455+ 0.23% |
$22.7K - $23K
|
201K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
436+ 1.56% |
$21.8K - $22K
|
28.3K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
415+ 1.49% |
$20.7K - $20.9K
|
28.2K
$1.42M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
414+ 7.23% |
$20.7K - $20.9K
|
6.14K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
405New |
$20.2K - $20.4K
|
405
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
403+ 57.57% |
$20.1K - $20.3K
|
1.1K
$55.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
356+ 35600.0% |
$17.8K - $18K
|
357
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
351+ 2.34% |
$17.5K - $17.7K
|
15.3K
$774K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
330+ 2.02% |
$16.5K - $16.6K
|
16.7K
$843K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
318+ 5.97% |
$15.9K - $16K
|
5.65K
$285K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
317+ 75.66% |
$15.8K - $16K
|
736
$37.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
303+ 0.88% |
$15.1K - $15.3K
|
34.9K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
294New |
$14.7K - $14.8K
|
294
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
283New |
$14.1K - $14.3K
|
283
$14.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 8.6% |
$12.5K - $12.6K
|
3.16K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
248+ 1.39% |
$12.4K - $12.5K
|
18.1K
$915K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
233+ 2.8% |
$11.6K - $11.8K
|
8.55K
$432K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
214+ 3.97% |
$10.7K - $10.8K
|
5.61K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
203+ 2.98% |
$10.1K - $10.2K
|
7.02K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$9.99K - $10.1K
|
200
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
173+ 1.47% |
$8.64K - $8.73K
|
12K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
156+ 1.71% |
$7.79K - $7.87K
|
9.26K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
139New |
$6.94K - $7.01K
|
139
$7.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
133+ 0.13% |
$6.64K - $6.71K
|
100K
$5.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$6K - $6.05K
|
120
$6.06K
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
118+ 2.26% |
$5.9K - $5.95K
|
5.33K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
106+ 1.93% |
$5.3K - $5.35K
|
5.61K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
105+ 1.97% |
$5.25K - $5.3K
|
5.43K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
102+ 1.31% |
$5.1K - $5.14K
|
7.89K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82+ 1.32% |
$4.1K - $4.14K
|
6.28K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
78+ 1.31% |
$3.9K - $3.93K
|
6.04K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
62+ 1.11% |
$3.1K - $3.13K
|
5.66K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
59+ 0.05% |
$2.95K - $2.98K
|
130K
$6.56M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
49New |
$2.45K - $2.47K
|
49
$2.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
46New |
$2.3K - $2.32K
|
46
$2.32K
|