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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4KNew |
$200K - $201K
|
4K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4K+ 98.04% |
$200K - $201K
|
8.08K
$408K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.96K+ 6.11% |
$198K - $199K
|
68.7K
$3.47M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.87K+ 0.83% |
$193K - $194K
|
470K
$23.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
3.8K+ 19.14% |
$190K - $191K
|
23.7K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.8K+ 18.42% |
$190K - $191K
|
24.4K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
3.67K+ 4.8% |
$183K - $184K
|
80.1K
$4.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.58K+ 22.24% |
$179K - $180K
|
19.7K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
3.5K+ 73.84% |
$175K - $176K
|
8.24K
$416K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.38K+ 54.42% |
$169K - $170K
|
9.6K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 3.38% |
$167K - $167K
|
102K
$5.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.24K+ 1.3% |
$162K - $163K
|
252K
$12.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.12K+ 5.85% |
$156K - $157K
|
56.5K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.11K+ 0.69% |
$156K - $156K
|
451K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 10.92% |
$154K - $155K
|
31.3K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3K+ 19.19% |
$150K - $151K
|
18.7K
$942K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3K+ 9.39% |
$150K - $151K
|
34.9K
$1.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.97K+ 1.59% |
$148K - $149K
|
189K
$9.55M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.94K+ 33.47% |
$147K - $147K
|
11.7K
$591K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.89K+ 13.16% |
$144K - $145K
|
24.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.83K+ 32.99% |
$141K - $142K
|
11.4K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.65K+ 1.47% |
$133K - $133K
|
183K
$9.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.56K+ 64.03% |
$128K - $129K
|
6.56K
$331K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.52K+ 23.9% |
$126K - $126K
|
13K
$659K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 1.24% |
$125K - $125K
|
204K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.49K+ 26.25% |
$124K - $125K
|
12K
$605K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.27KNew |
$114K - $114K
|
2.27K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.15K+ 15.6% |
$107K - $108K
|
15.9K
$805K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.13K+ 2.48% |
$107K - $107K
|
88.2K
$4.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.07K+ 4.04% |
$103K - $104K
|
53.3K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2K+ 1.16% |
$100K - $101K
|
174K
$8.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
1.99K+ 7.48% |
$99.7K - $100K
|
28.6K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.99K+ 39.92% |
$99.6K - $100K
|
6.98K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.86K+ 3.93% |
$92.9K - $93.3K
|
49.1K
$2.48M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1.65K+ 18.69% |
$82.4K - $82.8K
|
10.5K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.6K+ 1.29% |
$80.1K - $80.5K
|
126K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.41K+ 119.63% |
$70.4K - $70.8K
|
2.59K
$131K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$67.4K - $67.7K
|
1.35K
$68.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.32K+ 30.66% |
$66.2K - $66.5K
|
5.64K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.29K+ 1.27% |
$64.7K - $65K
|
103K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 0.33% |
$64.6K - $64.9K
|
397K
$20M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.25K+ 25.92% |
$62.3K - $62.6K
|
6.05K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.24KNew |
$61.8K - $62.1K
|
1.24K
$62.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.18K+ 8.14% |
$58.8K - $59.1K
|
15.6K
$790K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 0.32% |
$55.9K - $56.1K
|
352K
$17.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.1K+ 1.39% |
$55.1K - $55.3K
|
80.3K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.08K+ 4.52% |
$53.8K - $54.1K
|
24.9K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.03K+ 5.72% |
$51.3K - $51.6K
|
19K
$958K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
1.03K+ 1.43% |
$51.3K - $51.5K
|
72.5K
$3.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.01K+ 1.87% |
$50.7K - $50.9K
|
55.3K
$2.79M
|