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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2M+ 95.32% |
$857M - $865M
|
35.1M
$1.78B
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.37M+ 829.21% |
$268M - $271M
|
6.02M
$304M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.08M+ 29.7% |
$154M - $155M
|
13.5M
$680M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.37MNew |
$119M - $120M
|
2.37M
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.86MNew |
$93.1M - $94M
|
1.86M
$94.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
812KNew |
$40.6M - $41M
|
812K
$41M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
742K+ 307.89% |
$37.1M - $37.4M
|
984K
$49.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
593K+ 8.43% |
$29.6M - $29.9M
|
7.63M
$386M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
553K+ 90.56% |
$27.6M - $27.9M
|
1.16M
$58.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
545K+ 38.69% |
$27.2M - $27.5M
|
1.95M
$98.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
537K+ 53.37% |
$26.8M - $27.1M
|
1.54M
$77.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
507K+ 5.45% |
$25.3M - $25.6M
|
9.8M
$495M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
461K+ 359.75% |
$23M - $23.2M
|
589K
$29.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
421K+ 758.84% |
$21M - $21.2M
|
476K
$24.1M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
334KNew |
$16.7M - $16.9M
|
334K
$16.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
333K+ 99.35% |
$16.6M - $16.8M
|
668K
$33.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
332K+ 2217.6% |
$16.6M - $16.8M
|
347K
$17.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
330K+ 1394.26% |
$16.5M - $16.7M
|
354K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324K+ 3011.6% |
$16.2M - $16.4M
|
335K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
319K+ 148.7% |
$15.9M - $16.1M
|
533K
$26.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
319KNew |
$15.9M - $16.1M
|
319K
$16.1M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
302KNew |
$15.1M - $15.2M
|
302K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293K+ 9.1% |
$14.7M - $14.8M
|
3.52M
$178M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
291KNew |
$14.5M - $14.7M
|
291K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
260K+ 32.51% |
$13M - $13.1M
|
1.06M
$53.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
221KNew |
$11M - $11.1M
|
221K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
209KNew |
$10.4M - $10.5M
|
209K
$10.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
193K+ 189.99% |
$9.64M - $9.73M
|
295K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
191KNew |
$9.52M - $9.61M
|
191K
$9.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
189K+ 15.55% |
$9.42M - $9.51M
|
1.4M
$70.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
175K+ 19.96% |
$8.77M - $8.85M
|
1.05M
$53.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
168K+ 9860.95% |
$8.39M - $8.47M
|
170K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
166K+ 22.78% |
$8.31M - $8.39M
|
896K
$45.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
156KNew |
$7.78M - $7.86M
|
156K
$7.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
154K+ 18.65% |
$7.69M - $7.76M
|
979K
$49.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
148K+ 740.98% |
$7.4M - $7.47M
|
168K
$8.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
145K+ 909.3% |
$7.22M - $7.29M
|
160K
$8.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
144K+ 83.39% |
$7.19M - $7.26M
|
316K
$16M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
132KNew |
$6.59M - $6.65M
|
132K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
125K+ 58.58% |
$6.23M - $6.29M
|
338K
$17M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
124K+ 18.66% |
$6.18M - $6.24M
|
786K
$39.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
116K+ 85.0% |
$5.81M - $5.86M
|
253K
$12.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
116KNew |
$5.78M - $5.84M
|
116K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
116K+ 41.12% |
$5.78M - $5.83M
|
397K
$20M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
109K+ 223.1% |
$5.45M - $5.5M
|
158K
$7.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 1008.1% |
$5.43M - $5.48M
|
119K
$6.03M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
104K+ 30.9% |
$5.2M - $5.25M
|
441K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
101KNew |
$5.06M - $5.11M
|
101K
$5.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
97.8K+ 33.42% |
$4.89M - $4.94M
|
391K
$19.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95.8KNew |
$4.79M - $4.83M
|
95.8K
$4.84M
|