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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.54K+ 142.23% |
$377K - $381K
|
12.8K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7.5K+ 31.25% |
$375K - $378K
|
31.5K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.5K+ 53.03% |
$375K - $378K
|
21.6K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
7.39K+ 3.36% |
$369K - $373K
|
227K
$11.5M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.3KNew |
$365K - $368K
|
7.3K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.26K+ 6.69% |
$363K - $366K
|
116K
$5.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.25K+ 77.16% |
$362K - $366K
|
16.6K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.21KNew |
$360K - $364K
|
7.21K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
7.19K+ 18.53% |
$359K - $363K
|
46K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.17K+ 80.7% |
$358K - $362K
|
16.1K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
7.02K+ 3.34% |
$351K - $354K
|
217K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.97KNew |
$348K - $352K
|
6.97K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6.85K+ 4.65% |
$342K - $346K
|
154K
$7.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
6.73K+ 1.69% |
$336K - $339K
|
404K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.71K+ 35.25% |
$335K - $338K
|
25.7K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.69K+ 3.44% |
$334K - $338K
|
201K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.6KNew |
$330K - $333K
|
6.6K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43K+ 17.86% |
$321K - $324K
|
42.4K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.38K+ 4.0% |
$319K - $322K
|
166K
$8.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.36K+ 12.66% |
$318K - $321K
|
56.6K
$2.86M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
6.23KNew |
$311K - $314K
|
6.23K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.01K+ 32.24% |
$300K - $303K
|
24.7K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.01K+ 7.49% |
$300K - $303K
|
86.3K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.96K+ 47.17% |
$298K - $301K
|
18.6K
$940K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.95KNew |
$297K - $300K
|
5.95K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.91K+ 8.52% |
$295K - $298K
|
75.3K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.85K+ 26577.27% |
$292K - $295K
|
5.87K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.8K+ 63.75% |
$290K - $293K
|
14.9K
$753K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.79K+ 11.74% |
$289K - $292K
|
55.2K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.78K+ 8.25% |
$289K - $291K
|
75.8K
$3.83M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.74KNew |
$287K - $290K
|
5.74K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.66KNew |
$283K - $285K
|
5.66K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.56KNew |
$278K - $280K
|
5.56K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.52K+ 0.66% |
$276K - $279K
|
843K
$42.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.52KNew |
$276K - $278K
|
5.52K
$279K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 1.66% |
$275K - $277K
|
336K
$16.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.28K+ 9.09% |
$264K - $266K
|
63.4K
$3.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.28K+ 1.03% |
$264K - $266K
|
516K
$26.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5.28K+ 3.1% |
$264K - $266K
|
175K
$8.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.16K+ 2.05% |
$258K - $260K
|
257K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 24.37% |
$257K - $260K
|
26.3K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
5.14K+ 76.58% |
$257K - $259K
|
11.8K
$598K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.05K+ 18.71% |
$252K - $255K
|
32K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.03K+ 8.31% |
$251K - $254K
|
65.6K
$3.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$250K - $253K
|
5.01K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
5K+ 1.18% |
$250K - $252K
|
429K
$21.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.99K+ 82.64% |
$249K - $251K
|
11K
$556K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.89K+ 1.52% |
$244K - $247K
|
326K
$16.5M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.88KNew |
$244K - $246K
|
4.88K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.87K+ 9.92% |
$243K - $246K
|
54K
$2.73M
|