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 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
90KNew |
$4.5M - $4.54M
|
90K
$4.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
87.4KNew |
$4.37M - $4.41M
|
87.4K
$4.41M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
86.7KNew |
$4.33M - $4.37M
|
86.7K
$4.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
85.4KNew |
$4.27M - $4.31M
|
85.4K
$4.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
84.6K+ 37.69% |
$4.23M - $4.27M
|
309K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.3K+ 38.51% |
$4.16M - $4.2M
|
299K
$15.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
82.8K+ 21.63% |
$4.14M - $4.18M
|
466K
$23.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
82.3K+ 326.78% |
$4.11M - $4.15M
|
107K
$5.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
81.9K+ 24.86% |
$4.09M - $4.13M
|
411K
$20.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
74.3K+ 22.63% |
$3.71M - $3.75M
|
402K
$20.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
73.4KNew |
$3.67M - $3.7M
|
73.4K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.8K+ 203.37% |
$3.49M - $3.52M
|
104K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
67.4K+ 213.36% |
$3.37M - $3.4M
|
99K
$5M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
65.9K+ 43.01% |
$3.29M - $3.33M
|
219K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
64.3K+ 228.19% |
$3.21M - $3.24M
|
92.5K
$4.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
63.6KNew |
$3.18M - $3.21M
|
63.6K
$3.21M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.6K+ 0.11% |
$3.08M - $3.11M
|
56.1M
$2.83B
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.2K+ 31.52% |
$3.01M - $3.04M
|
251K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.4K+ 4.13% |
$2.97M - $3M
|
1.5M
$75.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
59.3K+ 71.99% |
$2.96M - $2.99M
|
142K
$7.15M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
58.9KNew |
$2.94M - $2.97M
|
58.9K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
57.6K+ 32.01% |
$2.88M - $2.9M
|
237K
$12M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
57.4KNew |
$2.87M - $2.89M
|
57.4K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
56.5K+ 175.01% |
$2.82M - $2.85M
|
88.7K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
55.3K+ 32.91% |
$2.76M - $2.79M
|
223K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.9K+ 13.99% |
$2.7M - $2.72M
|
439K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
53K+ 89.15% |
$2.65M - $2.67M
|
113K
$5.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51.6KNew |
$2.58M - $2.6M
|
51.6K
$2.61M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
51.6KNew |
$2.58M - $2.6M
|
51.6K
$2.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
49.9KNew |
$2.49M - $2.52M
|
49.9K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
49KNew |
$2.45M - $2.47M
|
49K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
47.4K+ 100.35% |
$2.37M - $2.39M
|
94.6K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45.1KNew |
$2.25M - $2.27M
|
45.1K
$2.28M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
43.7K+ 39.6% |
$2.18M - $2.2M
|
154K
$7.78M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42.8KNew |
$2.14M - $2.16M
|
42.8K
$2.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
41.8K+ 10.69% |
$2.09M - $2.11M
|
433K
$21.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41.3K+ 802.48% |
$2.07M - $2.08M
|
46.5K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40K+ 8.2% |
$2M - $2.02M
|
529K
$26.7M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
39.1KNew |
$1.95M - $1.97M
|
39.1K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.7K+ 60.31% |
$1.93M - $1.95M
|
103K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38.5K+ 9.28% |
$1.92M - $1.94M
|
453K
$22.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
34.3K+ 17.79% |
$1.72M - $1.73M
|
227K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
33.4K+ 5.67% |
$1.67M - $1.68M
|
623K
$31.5M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
33.2K+ 36.71% |
$1.66M - $1.67M
|
124K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.7K+ 2.78% |
$1.63M - $1.65M
|
1.21M
$61M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31.3K+ 6.89% |
$1.57M - $1.58M
|
486K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$1.56M - $1.57M
|
31.2K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
31.2K+ 2.53% |
$1.56M - $1.57M
|
1.26M
$63.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31.1K+ 39.07% |
$1.56M - $1.57M
|
111K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
30.1K+ 125.25% |
$1.5M - $1.52M
|
54.1K
$2.73M
|