Purchases and Sales Made in Q4 2022 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 2022. 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 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1K+ 11.84% |
$50K - $50.3K
|
9.45K
$477K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1K+ 5.98% |
$50K - $50.3K
|
17.7K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
996New |
$49.8K - $50K
|
996
$50.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
985+ 16.16% |
$49.3K - $49.5K
|
7.08K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
843+ 76.64% |
$42.2K - $42.4K
|
1.94K
$98.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
841+ 7.74% |
$42.1K - $42.3K
|
11.7K
$591K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
824New |
$41.2K - $41.4K
|
824
$41.6K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
800+ 8.51% |
$40K - $40.2K
|
10.2K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
800+ 8.51% |
$40K - $40.2K
|
10.2K
$515K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
790+ 2.33% |
$39.5K - $39.7K
|
34.7K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
775New |
$38.8K - $38.9K
|
775
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
700New |
$35K - $35.2K
|
700
$35.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
691+ 0.29% |
$34.6K - $34.7K
|
242K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
687+ 68700.0% |
$34.4K - $34.5K
|
688
$34.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
653+ 19.95% |
$32.7K - $32.8K
|
3.93K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
650+ 3.43% |
$32.5K - $32.7K
|
19.6K
$990K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
640+ 6.1% |
$32K - $32.2K
|
11.1K
$563K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
640New |
$32K - $32.2K
|
640
$32.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
633+ 3.58% |
$31.7K - $31.8K
|
18.3K
$924K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
625New |
$31.3K - $31.4K
|
625
$31.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
625+ 4.21% |
$31.3K - $31.4K
|
15.5K
$782K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$30K - $30.2K
|
600
$30.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
583New |
$29.2K - $29.3K
|
583
$29.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
570+ 1.6% |
$28.5K - $28.6K
|
36.2K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
567New |
$28.4K - $28.5K
|
567
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
546+ 2.62% |
$27.3K - $27.4K
|
21.4K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
542+ 1042.31% |
$27.1K - $27.2K
|
594
$30K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
514+ 3.14% |
$25.7K - $25.8K
|
16.9K
$853K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
500New |
$25K - $25.1K
|
500
$25.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
480+ 1.66% |
$24K - $24.1K
|
29.5K
$1.49M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
479+ 2.43% |
$24K - $24.1K
|
20.2K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
465New |
$23.3K - $23.4K
|
465
$23.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
427+ 2.94% |
$21.4K - $21.5K
|
14.9K
$754K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
346+ 1.86% |
$17.3K - $17.4K
|
19K
$960K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
332+ 0.85% |
$16.6K - $16.7K
|
39.5K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
313+ 7.16% |
$15.7K - $15.7K
|
4.69K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
298+ 1.57% |
$14.9K - $15K
|
19.3K
$976K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
258+ 3.85% |
$12.9K - $13K
|
6.96K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
247+ 1.98% |
$12.4K - $12.4K
|
12.7K
$642K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
208+ 0.34% |
$10.4K - $10.5K
|
61.3K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
203+ 0.87% |
$10.2K - $10.2K
|
23.6K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
186+ 0.14% |
$9.3K - $9.35K
|
131K
$6.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
164New |
$8.2K - $8.24K
|
164
$8.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$7.5K - $7.54K
|
150
$7.58K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
119+ 0.25% |
$5.95K - $5.98K
|
47.8K
$2.42M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
110New |
$5.5K - $5.53K
|
110
$5.56K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
110New |
$5.5K - $5.53K
|
110
$5.56K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
108New |
$5.4K - $5.43K
|
108
$5.46K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
105+ 1.18% |
$5.25K - $5.28K
|
9.02K
$456K
|