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 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
$6.57M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
49New |
$2.45K - $2.47K
|
49
$2.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
46New |
$2.3K - $2.32K
|
46
$2.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
41+ 0.61% |
$2.05K - $2.07K
|
6.76K
$342K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
41+ 0.13% |
$2.05K - $2.07K
|
32.3K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$2K - $2.02K
|
40
$2.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
35+ 0.3% |
$1.75K - $1.77K
|
11.7K
$591K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
35New |
$1.75K - $1.77K
|
35
$1.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
31+ 0.46% |
$1.55K - $1.56K
|
6.74K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
31+ 0.46% |
$1.55K - $1.56K
|
6.74K
$341K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
29New |
$1.45K - $1.46K
|
29
$1.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.34% |
$1.35K - $1.36K
|
2.05K
$103K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
26New |
$1.3K - $1.31K
|
26
$1.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$999 - $1.01K
|
20
$1.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17+ 0.37% |
$849 - $857
|
4.57K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
17+ 1.28% |
$849 - $857
|
1.34K
$67.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$649 - $656
|
4.06K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11+ 0.23% |
$550 - $555
|
4.85K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
11+ 0.26% |
$550 - $555
|
4.19K
$212K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
11New |
$550 - $555
|
11
$556
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8+ 0.05% |
$400 - $404
|
15.2K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8+ 0.11% |
$400 - $404
|
7.4K
$374K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$250 - $252
|
5
$253
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 22.22% |
$200 - $202
|
22
$1.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.01% |
$200 - $202
|
399
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$50 - $50.4
|
1
$50.6
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 11.11% |
$50 - $50.4
|
10
$506
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2- -0.0% |
$99.9 - $101
|
42.6K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 10.2% |
$250 - $252
|
44
$2.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 39.53% |
$849 - $857
|
26
$1.31K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-40- 0.98% |
$2K - $2.02K
|
4.03K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-51- 0.19% |
$2.55K - $2.57K
|
27.4K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-63- 0.61% |
$3.15K - $3.18K
|
10.3K
$523K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-74- 2.03% |
$3.7K - $3.73K
|
3.58K
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-76- 2.75% |
$3.8K - $3.83K
|
2.68K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-84- 0.22% |
$4.2K - $4.24K
|
38.2K
$1.93M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-92- 44.88% |
$4.6K - $4.64K
|
113
$5.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-108- 1.5% |
$5.4K - $5.45K
|
7.1K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-116- 0.36% |
$5.8K - $5.85K
|
31.9K
$1.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-120- 2.43% |
$6K - $6.05K
|
4.82K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-133- 1.71% |
$6.64K - $6.71K
|
7.63K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-166- 0.07% |
$8.29K - $8.37K
|
236K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-177- 1.37% |
$8.84K - $8.93K
|
12.7K
$643K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-189- 0.12% |
$9.44K - $9.53K
|
161K
$8.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-209- 0.97% |
$10.4K - $10.5K
|
21.3K
$1.08M
|