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
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10.6K- 38.27% |
$530K - $535K
|
17.1K
$865K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10.7K- 37.1% |
$533K - $538K
|
18.1K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10.8K- 6.63% |
$538K - $543K
|
152K
$7.66M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8K- 8.79% |
$542K - $547K
|
112K
$5.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 1.06% |
$547K - $552K
|
1.02M
$51.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11K- 12.6% |
$547K - $553K
|
76K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.2K- 92.53% |
$558K - $564K
|
902
$45.6K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.2KClosed |
$560K - $565K
|
0
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.3K- 6.82% |
$565K - $570K
|
154K
$7.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 3.97% |
$575K - $580K
|
278K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11.5K- 9.07% |
$576K - $581K
|
116K
$5.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-11.6K- 3.92% |
$579K - $584K
|
284K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.7K- 6.09% |
$587K - $592K
|
181K
$9.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.4K- 73.54% |
$618K - $624K
|
4.45K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-12.4K- 5.42% |
$622K - $628K
|
217K
$11M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-13K- 72.12% |
$647K - $654K
|
5.01K
$253K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.6K- 11.35% |
$678K - $684K
|
106K
$5.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-13.6K- 18.88% |
$679K - $686K
|
58.4K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-13.9K- 16.78% |
$697K - $703K
|
69.1K
$3.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-14K- 53.24% |
$700K - $707K
|
12.3K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-14.2K- 32.51% |
$708K - $715K
|
29.4K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14.4K- 2.06% |
$718K - $724K
|
684K
$34.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.4K- 22.64% |
$720K - $727K
|
49.3K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-14.7K- 7.13% |
$736K - $743K
|
192K
$9.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-14.8K- 15.68% |
$737K - $745K
|
79.4K
$4.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-15K- 15.34% |
$750K - $757K
|
82.9K
$4.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-15K- 36.27% |
$751K - $758K
|
26.4K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-15.5K- 13.65% |
$775K - $782K
|
98.1K
$4.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 22.08% |
$779K - $786K
|
55K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-15.7K- 30.06% |
$785K - $793K
|
36.6K
$1.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-15.8K- 10.83% |
$790K - $798K
|
130K
$6.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15.8K- 8.5% |
$791K - $798K
|
170K
$8.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-16.1K- 49.98% |
$802K - $810K
|
16.1K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.5K- 34.28% |
$824K - $832K
|
31.6K
$1.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-16.9K- 30.78% |
$844K - $852K
|
38K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-17.6K- 26.85% |
$877K - $886K
|
47.8K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-17.6K- 11.52% |
$879K - $888K
|
135K
$6.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17.7K- 44.35% |
$882K - $891K
|
22.2K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-17.8K- 22.76% |
$888K - $897K
|
60.4K
$3.05M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-18.5K- 5.18% |
$923K - $931K
|
338K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-19.4K- 22.65% |
$968K - $977K
|
66.2K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-19.4K- 38.27% |
$969K - $979K
|
31.3K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.2K- 34.93% |
$1.01M - $1.02M
|
37.7K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20.4K- 6.83% |
$1.02M - $1.03M
|
278K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20.9K- 27.24% |
$1.04M - $1.05M
|
55.7K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-20.9K- 16.56% |
$1.04M - $1.05M
|
105K
$5.31M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21K- 9.18% |
$1.05M - $1.06M
|
208K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-21.4K- 3.21% |
$1.07M - $1.08M
|
645K
$32.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-21.5K- 6.57% |
$1.07M - $1.08M
|
305K
$15.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-21.5K- 67.44% |
$1.07M - $1.08M
|
10.4K
$524K
|