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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-235- 0.48% |
$11.7K - $11.9K
|
48.6K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-239- 5.15% |
$11.9K - $12.1K
|
4.4K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-245- 0.98% |
$12.2K - $12.4K
|
24.8K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-250- 1.75% |
$12.5K - $12.6K
|
14K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-250- 0.47% |
$12.5K - $12.6K
|
53.2K
$2.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-273- 9.84% |
$13.6K - $13.8K
|
2.5K
$126K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-292- 5.53% |
$14.6K - $14.7K
|
4.99K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-294- 5.79% |
$14.7K - $14.8K
|
4.78K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-300- 1.77% |
$15K - $15.1K
|
16.7K
$842K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-305- 1.78% |
$15.2K - $15.4K
|
16.9K
$852K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-310- 16.72% |
$15.5K - $15.6K
|
1.54K
$78K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-314- 3.34% |
$15.7K - $15.8K
|
9.08K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-338- 50.22% |
$16.9K - $17K
|
335
$16.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-344- 3.96% |
$17.2K - $17.4K
|
8.34K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-350- 0.65% |
$17.5K - $17.7K
|
53.6K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-393- 4.38% |
$19.6K - $19.8K
|
8.58K
$433K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-400- 0.44% |
$20K - $20.2K
|
90.5K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-400- 4.67% |
$20K - $20.2K
|
8.17K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-408- 14.87% |
$20.4K - $20.6K
|
2.34K
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-413- 6.44% |
$20.6K - $20.8K
|
6K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-425- 7.91% |
$21.2K - $21.4K
|
4.95K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-448- 7.39% |
$22.4K - $22.6K
|
5.61K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-448- 7.39% |
$22.4K - $22.6K
|
5.61K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-457- 2.77% |
$22.8K - $23.1K
|
16K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-459- 0.26% |
$22.9K - $23.2K
|
174K
$8.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-481- 7.77% |
$24K - $24.3K
|
5.71K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-482- 2.83% |
$24.1K - $24.3K
|
16.5K
$835K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-496- 1.08% |
$24.8K - $25K
|
45.3K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-536- 1.04% |
$26.8K - $27K
|
50.9K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-541- 7.48% |
$27K - $27.3K
|
6.69K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-566- 1.82% |
$28.3K - $28.5K
|
30.5K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-578- 9.08% |
$28.9K - $29.2K
|
5.79K
$292K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-592- 8.29% |
$29.6K - $29.9K
|
6.55K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-598- 1.36% |
$29.9K - $30.2K
|
43.5K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-600- 6.27% |
$30K - $30.3K
|
8.97K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-604- 0.99% |
$30.2K - $30.5K
|
60.7K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-604- 9.39% |
$30.2K - $30.5K
|
5.83K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-620- 11.24% |
$31K - $31.3K
|
4.9K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-640- 5.59% |
$32K - $32.3K
|
10.8K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-648- 1.31% |
$32.4K - $32.7K
|
48.9K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-665- 11.75% |
$33.2K - $33.5K
|
4.99K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-684- 0.76% |
$34.2K - $34.5K
|
89.2K
$4.5M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-711- 1.19% |
$35.5K - $35.9K
|
58.8K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-711- 6.8% |
$35.5K - $35.9K
|
9.75K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-722- 0.44% |
$36.1K - $36.4K
|
163K
$8.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-724- 9.64% |
$36.2K - $36.5K
|
6.78K
$343K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-745- 1.77% |
$37.2K - $37.6K
|
41.4K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-766- 1.56% |
$38.3K - $38.6K
|
48.4K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-787- 0.27% |
$39.3K - $39.7K
|
291K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-800- 19.58% |
$40K - $40.4K
|
3.29K
$166K
|