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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26.4K- 12.43% |
$1.32M - $1.32M
|
186K
$9.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-27.1K- 86.76% |
$1.35M - $1.36M
|
4.13K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-27.1K- 61.77% |
$1.35M - $1.36M
|
16.8K
$847K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-27.4K- 61.49% |
$1.37M - $1.37M
|
17.1K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-27.8K- 12.48% |
$1.39M - $1.4M
|
195K
$9.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-29.2K- 44.8% |
$1.46M - $1.47M
|
36K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-30.1K- 10.78% |
$1.51M - $1.51M
|
250K
$12.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30.2K- 7.43% |
$1.51M - $1.52M
|
376K
$19M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30.2K- 85.84% |
$1.51M - $1.52M
|
4.99K
$252K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-30.6K- 36.5% |
$1.53M - $1.54M
|
53.2K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.9K- 14.4% |
$1.69M - $1.7M
|
201K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-34.5K- 6.52% |
$1.72M - $1.73M
|
495K
$25M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-34.7K- 28.91% |
$1.74M - $1.74M
|
85.3K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-34.8K- 48.4% |
$1.74M - $1.75M
|
37.1K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35.2K- 30.56% |
$1.76M - $1.77M
|
80.1K
$4.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.1K- 6.49% |
$1.81M - $1.81M
|
521K
$26.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37.5K- 56.9% |
$1.88M - $1.89M
|
28.4K
$1.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-39.6K- 25.56% |
$1.98M - $1.99M
|
115K
$5.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-39.9K- 68.31% |
$2M - $2.01M
|
18.5K
$936K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-41.4K- 30.14% |
$2.07M - $2.08M
|
96K
$4.85M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-41.5K- 79.59% |
$2.08M - $2.09M
|
10.6K
$538K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-41.6K- 43.41% |
$2.08M - $2.09M
|
54.2K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-41.6K- 16.2% |
$2.08M - $2.09M
|
215K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-41.7K- 43.93% |
$2.08M - $2.09M
|
53.2K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42.9K- 4.74% |
$2.14M - $2.15M
|
862K
$43.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-43.2K- 13.21% |
$2.16M - $2.17M
|
284K
$14.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43.9K- 34.1% |
$2.2M - $2.21M
|
84.8K
$4.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44K- 18.46% |
$2.2M - $2.21M
|
194K
$9.83M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-44.1K- 23.95% |
$2.21M - $2.22M
|
140K
$7.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-45K- 9.41% |
$2.25M - $2.26M
|
433K
$21.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-45.2K- 6.09% |
$2.26M - $2.27M
|
697K
$35.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-45.3K- 47.9% |
$2.27M - $2.28M
|
49.3K
$2.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-46.4K- 46.92% |
$2.32M - $2.33M
|
52.4K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48.4K- 37.73% |
$2.42M - $2.43M
|
79.9K
$4.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-53.4K- 16.99% |
$2.67M - $2.68M
|
261K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-55.9K- 57.14% |
$2.79M - $2.81M
|
41.9K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-57.2K- 24.06% |
$2.86M - $2.87M
|
180K
$9.12M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-57.8K- 67.27% |
$2.89M - $2.9M
|
28.1K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-57.8K- 67.27% |
$2.89M - $2.9M
|
28.1K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-61.8K- 45.69% |
$3.09M - $3.11M
|
73.5K
$3.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-66.8K- 71.12% |
$3.34M - $3.36M
|
27.1K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-67.9K- 83.5% |
$3.39M - $3.41M
|
13.4K
$678K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-70K- 8.54% |
$3.5M - $3.52M
|
750K
$37.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-70.3K- 15.31% |
$3.51M - $3.53M
|
389K
$19.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-72.1K- 9.18% |
$3.6M - $3.62M
|
713K
$36M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-73.4K- 5.76% |
$3.67M - $3.69M
|
1.2M
$60.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.7K- 13.49% |
$3.68M - $3.7M
|
473K
$23.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-73.9K- 34.16% |
$3.69M - $3.71M
|
142K
$7.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-74.7K- 3.67% |
$3.73M - $3.75M
|
1.96M
$99.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-74.7K- 4.76% |
$3.74M - $3.76M
|
1.5M
$75.6M
|