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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
29.9K+ 146.36% |
$1.5M - $1.51M
|
50.4K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29.7K+ 8.9% |
$1.48M - $1.5M
|
363K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
28.9KNew |
$1.45M - $1.46M
|
28.9K
$1.46M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
28.9KNew |
$1.44M - $1.46M
|
28.9K
$1.46M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.5K+ 540.35% |
$1.42M - $1.44M
|
33.8K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.1K+ 184.59% |
$1.41M - $1.42M
|
43.4K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
27.6K+ 116.46% |
$1.38M - $1.39M
|
51.3K
$2.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
27.5K+ 20.65% |
$1.37M - $1.39M
|
161K
$8.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.1K+ 26.09% |
$1.35M - $1.37M
|
131K
$6.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
26.6KNew |
$1.33M - $1.34M
|
26.6K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.4K+ 5.16% |
$1.27M - $1.28M
|
518K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25KNew |
$1.25M - $1.26M
|
25K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
24.8K+ 21.76% |
$1.24M - $1.25M
|
139K
$7M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24.5KNew |
$1.22M - $1.24M
|
24.5K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
24K+ 24.3% |
$1.2M - $1.21M
|
123K
$6.19M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
23.7K+ 7.65% |
$1.19M - $1.2M
|
334K
$16.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
23.7K+ 6.23% |
$1.18M - $1.19M
|
404K
$20.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23.3K+ 22.58% |
$1.16M - $1.17M
|
126K
$6.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
22.8KNew |
$1.14M - $1.15M
|
22.8K
$1.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
22.8K+ 41.82% |
$1.14M - $1.15M
|
77.4K
$3.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22.7K+ 47.32% |
$1.13M - $1.15M
|
70.7K
$3.57M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.4KNew |
$1.12M - $1.13M
|
22.4K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 10.05% |
$1.11M - $1.12M
|
244K
$12.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21.9K+ 9.2% |
$1.09M - $1.11M
|
260K
$13.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21.7KNew |
$1.09M - $1.1M
|
21.7K
$1.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
21.5K+ 22.84% |
$1.07M - $1.08M
|
116K
$5.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 12.57% |
$1.07M - $1.08M
|
191K
$9.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
21K+ 16.01% |
$1.05M - $1.06M
|
152K
$7.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
20.8K+ 12.66% |
$1.04M - $1.05M
|
185K
$9.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
20.6K+ 204.17% |
$1.03M - $1.04M
|
30.7K
$1.55M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$1.03M - $1.04M
|
20.6K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.5K+ 8.03% |
$1.02M - $1.03M
|
276K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
20.4K+ 16.99% |
$1.02M - $1.03M
|
140K
$7.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
20K+ 111.66% |
$999K - $1.01M
|
37.9K
$1.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
19.4K+ 31.34% |
$967K - $976K
|
81.1K
$4.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.6K+ 26.71% |
$931K - $939K
|
88.4K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
18.1K+ 12.68% |
$903K - $912K
|
161K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 12.75% |
$902K - $910K
|
160K
$8.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
17.7K+ 9.99% |
$885K - $894K
|
195K
$9.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
17.4KNew |
$870K - $878K
|
17.4K
$879K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17.3K+ 55.26% |
$863K - $871K
|
48.5K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.1K+ 19.13% |
$857K - $865K
|
107K
$5.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
17.1K+ 19.13% |
$857K - $865K
|
107K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.8K+ 20.39% |
$842K - $850K
|
99.5K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.2KNew |
$810K - $817K
|
16.2K
$818K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.2KNew |
$807K - $815K
|
16.2K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
15.9KNew |
$793K - $800K
|
15.9K
$801K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
15.7K+ 227.26% |
$784K - $791K
|
22.6K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15.3K+ 2.81% |
$765K - $772K
|
560K
$28.3M
|