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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-7.01K- 4.86% |
$350K - $352K
|
137K
$6.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-7.04K- 45.26% |
$352K - $354K
|
8.52K
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-7.12K- 80.12% |
$356K - $358K
|
1.77K
$89.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.14K- 6.38% |
$357K - $359K
|
105K
$5.29M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.14K- 6.38% |
$357K - $359K
|
105K
$5.29M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-7.19K- 27.14% |
$360K - $361K
|
19.3K
$975K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-7.19K- 1.63% |
$360K - $361K
|
434K
$21.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.37K- 8.37% |
$368K - $370K
|
80.6K
$4.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.42K- 11.23% |
$371K - $373K
|
58.6K
$2.96M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.47K- 44.71% |
$374K - $376K
|
9.24K
$467K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-7.5K- 1.96% |
$375K - $377K
|
375K
$19M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7.63K- 54.33% |
$382K - $384K
|
6.42K
$324K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-7.66K- 2.81% |
$383K - $385K
|
265K
$13.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7.85K- 10.42% |
$393K - $395K
|
67.5K
$3.41M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.86K- 15.54% |
$393K - $395K
|
42.7K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-7.86K- 15.54% |
$393K - $395K
|
42.7K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-7.97K- 7.13% |
$399K - $401K
|
104K
$5.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.99K- 40.23% |
$400K - $402K
|
11.9K
$600K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.27K- 21.01% |
$414K - $416K
|
31.1K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-8.3K- 7.47% |
$415K - $417K
|
103K
$5.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.47K- 20.28% |
$424K - $426K
|
33.3K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.5K- 68.0% |
$425K - $427K
|
4K
$202K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.67K- 20.06% |
$434K - $436K
|
34.6K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-8.85K- 5.89% |
$443K - $445K
|
141K
$7.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.01K- 15.8% |
$451K - $453K
|
48K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-9.12K- 8.64% |
$456K - $458K
|
96.5K
$4.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.13K- 56.49% |
$456K - $459K
|
7.03K
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-9.22K- 6.69% |
$461K - $463K
|
128K
$6.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.49K- 20.45% |
$475K - $477K
|
36.9K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.65K- 12.91% |
$483K - $485K
|
65.2K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.91K- 83.63% |
$495K - $498K
|
1.94K
$98K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-10K- 3.24% |
$501K - $503K
|
299K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 31.19% |
$509K - $511K
|
22.5K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.3K- 51.3% |
$513K - $516K
|
9.75K
$492K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-10.3K- 30.88% |
$516K - $518K
|
23.1K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 5.06% |
$520K - $523K
|
195K
$9.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.7K- 20.18% |
$533K - $535K
|
42.1K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.9K- 4.11% |
$543K - $546K
|
253K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-11KClosed |
$550K - $553K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-11K- 77.78% |
$552K - $555K
|
3.16K
$159K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11.1K- 15.26% |
$555K - $557K
|
61.6K
$3.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-11.1K- 55.31% |
$557K - $560K
|
9K
$455K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-11.5K- 3.52% |
$574K - $577K
|
315K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.5K- 19.3% |
$577K - $580K
|
48.3K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.8K- 29.46% |
$591K - $594K
|
28.3K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12.4K- 13.99% |
$620K - $623K
|
76.2K
$3.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-12.4K- 19.0% |
$620K - $623K
|
52.9K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.5K- 5.44% |
$626K - $629K
|
218K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.8K- 12.63% |
$638K - $641K
|
88.3K
$4.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-13K- 3.51% |
$651K - $654K
|
357K
$18M
|