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 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.27K- 5.14% |
$313K - $316K
|
116K
$5.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-6.29K- 3.1% |
$314K - $317K
|
197K
$9.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.33K- 1.96% |
$316K - $319K
|
316K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.35K- 4.93% |
$317K - $320K
|
122K
$6.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.46K- 77.35% |
$323K - $326K
|
1.89K
$95.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-6.52K- 23.23% |
$326K - $329K
|
21.5K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.71K- 7.5% |
$335K - $339K
|
82.8K
$4.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.85K- 5.66% |
$342K - $345K
|
114K
$5.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.89K- 39.54% |
$344K - $347K
|
10.5K
$532K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-7K- 13.92% |
$349K - $353K
|
43.2K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.02K- 5.52% |
$351K - $354K
|
120K
$6.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.03K- 78.2% |
$351K - $354K
|
1.96K
$98.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.03K- 6.41% |
$351K - $355K
|
103K
$5.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.04K- 19.27% |
$352K - $355K
|
29.5K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-7.21K- 4.19% |
$360K - $364K
|
165K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.36K- 7.6% |
$368K - $371K
|
89.5K
$4.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.38K- 19.46% |
$369K - $372K
|
30.5K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.38K- 2.95% |
$369K - $372K
|
243K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.43K- 6.45% |
$371K - $375K
|
108K
$5.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-7.65K- 4.19% |
$382K - $386K
|
175K
$8.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.66K- 5.2% |
$383K - $386K
|
140K
$7.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.71K- 16.58% |
$385K - $389K
|
38.8K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.75K- 5.91% |
$387K - $391K
|
123K
$6.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7.8K- 6.83% |
$390K - $394K
|
107K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-7.84K- 50.52% |
$392K - $395K
|
7.68K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-7.92K- 3.78% |
$396K - $400K
|
202K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-7.99K- 18.13% |
$399K - $403K
|
36.1K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.04K- 12.4% |
$402K - $406K
|
56.8K
$2.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-8.1K- 37.56% |
$405K - $409K
|
13.5K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-8.18K- 17.92% |
$409K - $413K
|
37.5K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8.19K- 50.01% |
$409K - $413K
|
8.18K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-8.2K- 41.69% |
$410K - $414K
|
11.5K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.26K- 13.4% |
$413K - $417K
|
53.4K
$2.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.26K- 50.28% |
$413K - $417K
|
8.17K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.3K- 2.66% |
$415K - $419K
|
303K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.6K- 43.04% |
$430K - $434K
|
11.4K
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-8.64K- 40.99% |
$432K - $436K
|
12.4K
$629K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8.73K- 15.0% |
$436K - $440K
|
49.4K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.94K- 9.07% |
$447K - $451K
|
89.7K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.05K- 1.54% |
$452K - $456K
|
577K
$29.2M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-9.09K- 3.42% |
$454K - $459K
|
257K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-9.22K- 9.66% |
$461K - $465K
|
86.2K
$4.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.42K- 1.46% |
$471K - $475K
|
635K
$32.1M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-9.55K- 5.59% |
$477K - $482K
|
161K
$8.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.66K- 8.02% |
$483K - $487K
|
111K
$5.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.2K- 6.21% |
$508K - $513K
|
154K
$7.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-10.2K- 47.62% |
$511K - $516K
|
11.2K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-10.3K- 5.62% |
$515K - $520K
|
173K
$8.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.4K- 8.62% |
$518K - $523K
|
110K
$5.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-10.6K- 22.65% |
$528K - $533K
|
36.1K
$1.82M
|