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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.22K- 3.16% |
$315K - $316K
|
191K
$9.62M
|
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.52K- 47.8% |
$331K - $331K
|
7.12K
$359K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.75KClosed |
$342K - $343K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.92KClosed |
$351K - $351K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-7.05K- 61.04% |
$358K - $358K
|
4.5K
$227K
|
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.29KClosed |
$369K - $370K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-7.36K- 3.95% |
$373K - $373K
|
179K
$9.02M
|
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-8.14K- 2.08% |
$413K - $413K
|
383K
$19.3M
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.22K- 9.06% |
$417K - $417K
|
82.5K
$4.16M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.46K- 67.74% |
$429K - $430K
|
4.03K
$203K
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
$431K - $431K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.5KClosed |
$431K - $432K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.92KClosed |
$452K - $453K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.92K- 15.65% |
$453K - $453K
|
48.1K
$2.43M
|
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-9.56K- 5.16% |
$485K - $485K
|
176K
$8.86M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-9.74K- 17.78% |
$494K - $495K
|
45.1K
$2.27M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.81K- 23.92% |
$497K - $498K
|
31.2K
$1.57M
|
|
|
Jul 30, 2021
Q2 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.9KClosed |
$502K - $503K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-10.2K- 22.47% |
$516K - $516K
|
35.1K
$1.77M
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.2K- 7.25% |
$518K - $519K
|
131K
$6.59M
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.4K- 5.73% |
$530K - $530K
|
172K
$8.68M
|
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 8.63% |
$530K - $531K
|
111K
$5.58M
|
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 22.33% |
$538K - $539K
|
36.9K
$1.86M
|
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.9K- 41.73% |
$550K - $551K
|
15.2K
$764K
|
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-11.1K- 5.73% |
$564K - $565K
|
183K
$9.24M
|
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.2K- 4.29% |
$569K - $570K
|
250K
$12.6M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.2K- 35.68% |
$569K - $570K
|
20.2K
$1.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.2K- 35.68% |
$569K - $570K
|
20.2K
$1.02M
|
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11.2K- 4.58% |
$569K - $570K
|
234K
$11.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-11.3K- 5.85% |
$570K - $571K
|
181K
$9.14M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.3K- 12.08% |
$572K - $572K
|
82K
$4.14M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.3K- 1.98% |
$573K - $573K
|
558K
$28.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 32.15% |
$577K - $578K
|
24K
$1.21M
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.5K- 31.34% |
$583K - $583K
|
25.2K
$1.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 23.17% |
$585K - $586K
|
38.2K
$1.93M
|
|
|
Jul 09, 2021
Q2 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.5K- 26.48% |
$585K - $586K
|
32.1K
$1.62M
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11.8K- 14.52% |
$598K - $599K
|
69.5K
$3.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 9.5% |
$600K - $601K
|
113K
$5.69M
|
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-12.2K- 15.77% |
$619K - $619K
|
65.2K
$3.29M
|
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-12.4K- 3.9% |
$631K - $632K
|
306K
$15.5M
|
|
|
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-12.8K- 8.76% |
$649K - $650K
|
133K
$6.73M
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13K- 21.33% |
$662K - $662K
|
48.1K
$2.43M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.6K- 5.89% |
$690K - $691K
|
217K
$11M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-14.4K- 4.71% |
$729K - $730K
|
291K
$14.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-14.7K- 6.55% |
$746K - $747K
|
210K
$10.6M
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-14.9K- 13.34% |
$756K - $756K
|
96.8K
$4.88M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-15.3K- 45.61% |
$777K - $777K
|
18.3K
$921K
|
|
|
Jul 19, 2021
Q2 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-15.5K- 16.28% |
$784K - $785K
|
79.5K
$4.01M
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-15.5K- 36.58% |
$787K - $788K
|
26.9K
$1.36M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15.7KClosed |
$798K - $798K
|
0
$0
|