Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5MNew |
$733M - $734M
|
14.5M
$729M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.39MNew |
$121M - $121M
|
2.39M
$121M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.43M+ 201.37% |
$72.3M - $72.4M
|
2.13M
$108M
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.31M+ 67.04% |
$66.4M - $66.5M
|
3.26M
$165M
|
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.24MNew |
$62.9M - $63M
|
1.24M
$62.6M
|
|
|
Jul 27, 2021
Q2 2021
|
Terril Brothers, Inc.
|
BUY
|
- |
822K+ 217.31% |
$41.7M - $41.7M
|
1.2M
$60.6M
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
742KNew |
$37.6M - $37.6M
|
742K
$37.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
659KNew |
$33.4M - $33.5M
|
659K
$33.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
622K+ 8.35% |
$31.5M - $31.6M
|
8.07M
$407M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
392K+ 5.27% |
$19.9M - $19.9M
|
7.84M
$395M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
385K+ 20.18% |
$19.5M - $19.6M
|
2.29M
$116M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
361K+ 252.77% |
$18.3M - $18.3M
|
504K
$25.4M
|
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
BUY
|
- |
358KNew |
$18.2M - $18.2M
|
358K
$18.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
353K+ 432.89% |
$17.9M - $17.9M
|
434K
$21.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
346K+ 47.74% |
$17.5M - $17.6M
|
1.07M
$54M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
304K+ 114.72% |
$15.4M - $15.4M
|
568K
$28.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
255K+ 148.67% |
$12.9M - $12.9M
|
426K
$21.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
242K+ 20.94% |
$12.3M - $12.3M
|
1.4M
$70.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
238KNew |
$12.1M - $12.1M
|
238K
$12M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
219K+ 164.12% |
$11.1M - $11.1M
|
352K
$17.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
199K+ 283.11% |
$10.1M - $10.1M
|
269K
$13.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
197K+ 72.61% |
$9.99M - $10M
|
468K
$23.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
193K+ 49723.71% |
$9.78M - $9.79M
|
193K
$9.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 8.7% |
$9.43M - $9.44M
|
2.32M
$117M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
177K+ 281.97% |
$8.98M - $8.99M
|
240K
$12.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
173K+ 314.34% |
$8.75M - $8.76M
|
227K
$11.5M
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
161K+ 88.51% |
$8.19M - $8.2M
|
344K
$17.4M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 12.5% |
$7.65M - $7.66M
|
1.36M
$68.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 7.79% |
$7.56M - $7.57M
|
2.06M
$104M
|
|
|
May 26, 2023
Q2 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
143K+ 9.93% |
$7.23M - $7.24M
|
1.58M
$79.7M
|
|
|
Jul 29, 2021
Q2 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
140K+ 20.75% |
$7.11M - $7.12M
|
816K
$41.2M
|
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
139KNew |
$7.03M - $7.04M
|
139K
$6.99M
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
136K+ 22.03% |
$6.88M - $6.89M
|
752K
$37.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
136K+ 319.22% |
$6.88M - $6.89M
|
178K
$8.99M
|
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
132K+ 145.41% |
$6.67M - $6.68M
|
222K
$11.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
131KNew |
$6.63M - $6.64M
|
131K
$6.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124K+ 55.53% |
$6.27M - $6.28M
|
347K
$17.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
BUY
|
- |
118K+ 65.25% |
$5.96M - $5.97M
|
298K
$15M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
110KNew |
$5.55M - $5.56M
|
110K
$5.52M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
108K+ 5.45% |
$5.47M - $5.47M
|
2.09M
$105M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
101KNew |
$5.1M - $5.1M
|
101K
$5.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
100K+ 50.16% |
$5.09M - $5.1M
|
301K
$15.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100K+ 323.67% |
$5.07M - $5.08M
|
131K
$6.6M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
99.3K+ 13.19% |
$5.04M - $5.04M
|
852K
$43M
|
|
|
Aug 17, 2021
Q2 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
99.3K+ 29.67% |
$5.03M - $5.04M
|
434K
$21.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
92.2K+ 177.45% |
$4.67M - $4.68M
|
144K
$7.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
92K+ 18.81% |
$4.67M - $4.67M
|
581K
$29.3M
|
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
88.5KNew |
$4.49M - $4.49M
|
88.5K
$4.47M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88.1K+ 279.71% |
$4.47M - $4.47M
|
120K
$6.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.4K+ 1.5% |
$4.43M - $4.44M
|
5.93M
$299M
|