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 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.6K- 30.48% |
$1.13M - $1.14M
|
51.6K
$2.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-22.8K- 20.26% |
$1.14M - $1.15M
|
89.9K
$4.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-23.1K- 11.93% |
$1.16M - $1.17M
|
171K
$8.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.3K- 18.05% |
$1.17M - $1.18M
|
106K
$5.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-23.4K- 47.88% |
$1.17M - $1.18M
|
25.5K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.8K- 2.78% |
$1.19M - $1.2M
|
832K
$42M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-24.4K- 70.82% |
$1.22M - $1.23M
|
10.1K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-24.5K- 25.29% |
$1.23M - $1.24M
|
72.5K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24.6K- 15.03% |
$1.23M - $1.24M
|
139K
$7.03M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-25.9K- 32.5% |
$1.29M - $1.31M
|
53.7K
$2.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-26K- 4.79% |
$1.3M - $1.31M
|
516K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-26.4K- 19.99% |
$1.32M - $1.33M
|
106K
$5.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-26.8K- 11.01% |
$1.34M - $1.35M
|
217K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-28.4K- 8.72% |
$1.42M - $1.43M
|
297K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-28.4K- 4.59% |
$1.42M - $1.43M
|
592K
$29.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.6K- 44.35% |
$1.43M - $1.44M
|
35.9K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28.9K- 29.21% |
$1.44M - $1.46M
|
70K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29.7K- 28.66% |
$1.48M - $1.5M
|
73.9K
$3.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-30.4K- 9.01% |
$1.52M - $1.53M
|
307K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30.4K- 6.29% |
$1.52M - $1.53M
|
453K
$22.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30.6K- 23.31% |
$1.53M - $1.54M
|
101K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-31.5K- 61.79% |
$1.57M - $1.59M
|
19.4K
$982K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-31.9K- 29.61% |
$1.6M - $1.61M
|
75.9K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-33.2K- 4.38% |
$1.66M - $1.67M
|
724K
$36.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-34.2K- 46.33% |
$1.71M - $1.73M
|
39.6K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-34.7K- 44.97% |
$1.73M - $1.75M
|
42.4K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-34.7K- 99.86% |
$1.73M - $1.75M
|
50
$2.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-35.7K- 82.21% |
$1.78M - $1.8M
|
7.72K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-35.8K- 11.73% |
$1.79M - $1.81M
|
269K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-36.1K- 95.53% |
$1.8M - $1.82M
|
1.69K
$85.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-36.2K- 88.57% |
$1.81M - $1.82M
|
4.67K
$236K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36.7K- 18.05% |
$1.83M - $1.85M
|
167K
$8.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-39.8K- 81.95% |
$1.99M - $2.01M
|
8.77K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-40.3K- 56.04% |
$2.01M - $2.03M
|
31.6K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45K- 73.53% |
$2.25M - $2.27M
|
16.2K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47.1K- 11.3% |
$2.35M - $2.38M
|
370K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-47.3K- 34.44% |
$2.36M - $2.39M
|
90K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47.5K- 10.98% |
$2.37M - $2.39M
|
385K
$19.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-47.5K- 34.73% |
$2.37M - $2.4M
|
89.3K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-48K- 3.29% |
$2.4M - $2.42M
|
1.41M
$71.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-48.8K- 18.48% |
$2.44M - $2.46M
|
215K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-50.9K- 12.78% |
$2.54M - $2.57M
|
347K
$17.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-51.8K- 68.05% |
$2.59M - $2.61M
|
24.3K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-52.5K- 77.8% |
$2.62M - $2.65M
|
15K
$756K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-52.5K- 77.8% |
$2.62M - $2.65M
|
15K
$756K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52.6K- 10.15% |
$2.63M - $2.65M
|
466K
$23.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-52.9K- 27.68% |
$2.64M - $2.67M
|
138K
$6.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-54.1K- 19.33% |
$2.7M - $2.73M
|
226K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-54.1K- 14.23% |
$2.7M - $2.73M
|
326K
$16.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.4K- 25.42% |
$2.72M - $2.74M
|
160K
$8.06M
|