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
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.81KNew |
$240K - $243K
|
4.81K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.73K+ 2.37% |
$236K - $238K
|
204K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.71K+ 12.7% |
$235K - $237K
|
41.8K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.69KNew |
$234K - $237K
|
4.69K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.52K+ 19.06% |
$226K - $228K
|
28.2K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.49K+ 4.02% |
$224K - $226K
|
116K
$5.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$226K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.43K+ 9.3% |
$221K - $223K
|
52K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.41KNew |
$220K - $222K
|
4.41K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
4.38K+ 70.61% |
$219K - $221K
|
10.6K
$535K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.33K+ 64.23% |
$216K - $219K
|
11.1K
$560K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.28K+ 20.51% |
$214K - $216K
|
25.1K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.24K+ 103.49% |
$212K - $214K
|
8.33K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.18K+ 6.96% |
$209K - $211K
|
64.2K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.13KNew |
$206K - $208K
|
4.13K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$206K - $208K
|
4.12K
$208K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1K+ 6.9% |
$205K - $207K
|
63.6K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.07KNew |
$204K - $205K
|
4.07K
$206K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.98K+ 5.88% |
$199K - $201K
|
71.8K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3.96K+ 0.63% |
$198K - $200K
|
630K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.91K+ 35.12% |
$195K - $197K
|
15K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.89K+ 11.1% |
$194K - $196K
|
38.9K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.75K+ 0.7% |
$187K - $189K
|
538K
$27.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.66K+ 51.82% |
$183K - $185K
|
10.7K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.62K+ 21.4% |
$181K - $183K
|
20.5K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.49K+ 18.33% |
$174K - $176K
|
22.5K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 19.48% |
$173K - $175K
|
21.2K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.45K+ 4.63% |
$172K - $174K
|
77.9K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.4K+ 0.75% |
$170K - $171K
|
456K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 75.15% |
$169K - $171K
|
7.89K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 505.15% |
$167K - $168K
|
3.99K
$202K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.17K+ 24.81% |
$158K - $160K
|
15.9K
$805K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.1K+ 4.64% |
$155K - $156K
|
70K
$3.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.08K+ 29.24% |
$154K - $156K
|
13.6K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.06KNew |
$153K - $154K
|
3.06K
$155K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.01KNew |
$150K - $152K
|
3.01K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.92K+ 11.9% |
$146K - $147K
|
27.4K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.82K+ 1.17% |
$141K - $142K
|
244K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.63K+ 10.86% |
$131K - $133K
|
26.9K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.59K+ 4.07% |
$129K - $130K
|
66.2K
$3.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 23.62% |
$127K - $128K
|
13.3K
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.49K+ 7.25% |
$124K - $126K
|
36.8K
$1.86M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.45K+ 10.53% |
$122K - $124K
|
25.7K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.43K+ 4.86% |
$121K - $122K
|
52.4K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.34K+ 8.57% |
$117K - $118K
|
29.7K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.23K+ 17.17% |
$112K - $113K
|
15.2K
$770K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.21K+ 1.73% |
$110K - $111K
|
130K
$6.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.2K+ 0.47% |
$110K - $111K
|
470K
$23.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.14K+ 6.62% |
$107K - $108K
|
34.4K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.11K+ 0.63% |
$105K - $106K
|
339K
$17.1M
|