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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 1.21% |
$73.1K - $73.8K
|
120K
$6.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.48K- 16.76% |
$73.9K - $74.6K
|
7.35K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.49K- 3.89% |
$74.2K - $74.9K
|
36.7K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.49K- 22.52% |
$74.6K - $75.4K
|
5.14K
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.5K- 20.58% |
$74.7K - $75.4K
|
5.77K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.58K- 26.13% |
$79.1K - $79.9K
|
4.48K
$226K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.61K- 2.47% |
$80.3K - $81.1K
|
63.4K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.61K- 8.67% |
$80.6K - $81.4K
|
17K
$859K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.62K- 14.73% |
$80.9K - $81.7K
|
9.37K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.63K- 2.07% |
$81.5K - $82.3K
|
77.1K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.73K- 1.97% |
$86.4K - $87.3K
|
86K
$4.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.74K- 0.23% |
$87.1K - $88K
|
770K
$38.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.81K- 1.92% |
$90.5K - $91.4K
|
92.7K
$4.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 28.95% |
$91.6K - $92.5K
|
4.5K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.84K- 7.57% |
$91.9K - $92.8K
|
22.5K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.85K- 1.58% |
$92.6K - $93.5K
|
115K
$5.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.9K- 8.29% |
$94.9K - $95.8K
|
21K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.91K- 10.94% |
$95.2K - $96.1K
|
15.5K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.92K- 1.59% |
$95.9K - $96.8K
|
119K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.94K- 14.68% |
$97K - $97.9K
|
11.3K
$570K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.95K- 22.6% |
$97.4K - $98.3K
|
6.68K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.96K- 3.67% |
$98.1K - $99.1K
|
51.6K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2K- 25.38% |
$99.9K - $101K
|
5.88K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.06K- 3.92% |
$103K - $104K
|
50.6K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.17K- 9.12% |
$108K - $109K
|
21.6K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.19K- 11.06% |
$109K - $110K
|
17.6K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 50.0% |
$110K - $111K
|
2.2K
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.24K- 2.33% |
$112K - $113K
|
93.8K
$4.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.24K- 7.71% |
$112K - $113K
|
26.8K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.25K- 3.07% |
$112K - $113K
|
71K
$3.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.25K- 5.11% |
$112K - $113K
|
41.8K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.32K- 16.2% |
$116K - $117K
|
12K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.49K- 8.68% |
$124K - $126K
|
26.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.5K- 1.34% |
$125K - $126K
|
184K
$9.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.58K- 27.46% |
$129K - $130K
|
6.8K
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.65K- 3.23% |
$133K - $134K
|
79.5K
$4.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.73K- 6.51% |
$136K - $138K
|
39.2K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.76K- 3.92% |
$138K - $139K
|
67.8K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.79K- 23.41% |
$139K - $141K
|
9.13K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.87K- 18.23% |
$143K - $145K
|
12.9K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.95K- 8.63% |
$147K - $149K
|
31.2K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 31.69% |
$149K - $151K
|
6.44K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.01K- 5.97% |
$150K - $152K
|
47.4K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.01K- 15.3% |
$151K - $152K
|
16.7K
$842K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-3.02K- 18.8% |
$151K - $152K
|
13K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.02K- 19.37% |
$151K - $152K
|
12.6K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.03K- 1.38% |
$151K - $153K
|
216K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.14K- 22.21% |
$157K - $159K
|
11K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 5.9% |
$158K - $160K
|
50.5K
$2.55M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.19K- 10.68% |
$160K - $161K
|
26.7K
$1.35M
|