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 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-802- 4.34% |
$40.1K - $40.5K
|
17.7K
$894K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-803- 13.31% |
$40.1K - $40.5K
|
5.23K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-822- 0.88% |
$41.1K - $41.5K
|
92.4K
$4.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-834- 2.07% |
$41.7K - $42.1K
|
39.5K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-838- 7.48% |
$41.9K - $42.3K
|
10.4K
$524K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-855- 3.95% |
$42.7K - $43.1K
|
20.8K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-858- 10.43% |
$42.9K - $43.3K
|
7.37K
$372K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-861- 8.03% |
$43K - $43.4K
|
9.87K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-879- 88.08% |
$43.9K - $44.3K
|
119
$6.01K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-902- 3.19% |
$45.1K - $45.5K
|
27.4K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-909- 7.1% |
$45.4K - $45.8K
|
11.9K
$600K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-931- 12.9% |
$46.5K - $47K
|
6.28K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-962- 3.05% |
$48.1K - $48.5K
|
30.6K
$1.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-969- 8.51% |
$48.4K - $48.9K
|
10.4K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-977- 2.09% |
$48.8K - $49.3K
|
45.7K
$2.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-981- 11.15% |
$49K - $49.5K
|
7.82K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-985- 55.31% |
$49.2K - $49.7K
|
796
$40.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-997- 15.67% |
$49.8K - $50.3K
|
5.36K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1K- 11.46% |
$50K - $50.4K
|
7.73K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1K- 17.11% |
$50K - $50.4K
|
4.84K
$245K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.01K- 6.44% |
$50.4K - $50.8K
|
14.6K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.02K- 13.44% |
$50.8K - $51.2K
|
6.55K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.06K- 12.78% |
$52.9K - $53.4K
|
7.22K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.07K- 0.48% |
$53.3K - $53.8K
|
222K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.09K- 0.56% |
$54.2K - $54.7K
|
194K
$9.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.1K- 16.85% |
$54.8K - $55.3K
|
5.41K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.11K- 6.23% |
$55.4K - $55.9K
|
16.7K
$843K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.13K- 12.11% |
$56.4K - $56.9K
|
8.18K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.13K- 14.26% |
$56.4K - $56.9K
|
6.79K
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.14K- 16.34% |
$56.8K - $57.4K
|
5.82K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 7.83% |
$58.3K - $58.8K
|
13.7K
$693K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.17K- 2.76% |
$58.6K - $59.2K
|
41.3K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.87% |
$59.2K - $59.8K
|
12.2K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.2K- 19.04% |
$59.7K - $60.3K
|
5.08K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.22K- 23.37% |
$61K - $61.5K
|
4K
$202K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.25K- 1.36% |
$62.6K - $63.3K
|
91.2K
$4.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.27K- 7.31% |
$63.3K - $63.9K
|
16.1K
$811K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.29K- 3.0% |
$64.4K - $65.1K
|
41.7K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.3K- 26.8% |
$64.9K - $65.6K
|
3.55K
$179K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.3K- 41.1% |
$65.1K - $65.8K
|
1.87K
$94.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.33K- 24.62% |
$66.2K - $66.9K
|
4.06K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.35K- 13.56% |
$67.4K - $68K
|
8.6K
$434K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.37K- 1.97% |
$68.5K - $69.2K
|
68.4K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.4K- 3.89% |
$69.9K - $70.6K
|
34.6K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 0.96% |
$70.4K - $71.1K
|
146K
$7.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.42K- 3.16% |
$70.7K - $71.4K
|
43.3K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 1.21% |
$71.7K - $72.4K
|
117K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.44K- 2.29% |
$71.9K - $72.6K
|
61.3K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.45K- 5.72% |
$72.3K - $73K
|
23.9K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.46K- 4.73% |
$72.7K - $73.4K
|
29.3K
$1.48M
|