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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
83.8K+ 104.7% |
$4.25M - $4.25M
|
164K
$8.25M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
80.3K+ 141.01% |
$4.07M - $4.07M
|
137K
$6.91M
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
79.3K+ 22.73% |
$4.02M - $4.03M
|
428K
$21.6M
|
|
Jul 20, 2021
Q2 2021
|
Pachira Investments Inc.
|
BUY
|
- |
76.3K+ 41.15% |
$3.87M - $3.87M
|
262K
$13.2M
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
76.3K+ 131.22% |
$3.87M - $3.87M
|
134K
$6.77M
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
76.1K+ 41.78% |
$3.86M - $3.86M
|
258K
$13M
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
75.7K+ 19.08% |
$3.84M - $3.84M
|
472K
$23.8M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
75.2K+ 190.94% |
$3.82M - $3.82M
|
115K
$5.78M
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
75.2K+ 28.78% |
$3.81M - $3.82M
|
336K
$16.9M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75K+ 37.24% |
$3.8M - $3.81M
|
276K
$13.9M
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
BUY
|
- |
74.5K+ 24.17% |
$3.78M - $3.78M
|
383K
$19.3M
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
71.2KNew |
$3.61M - $3.62M
|
71.2K
$3.59M
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
69.9K+ 42.25% |
$3.55M - $3.55M
|
235K
$11.9M
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
68.7K+ 847.05% |
$3.48M - $3.49M
|
76.8K
$3.87M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67.2K+ 161.02% |
$3.41M - $3.41M
|
109K
$5.49M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
64.4K+ 57.69% |
$3.27M - $3.27M
|
176K
$8.88M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
62.7K+ 95.98% |
$3.18M - $3.18M
|
128K
$6.45M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
62.5K+ 54.18% |
$3.17M - $3.17M
|
178K
$8.96M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
60.6K+ 276.92% |
$3.07M - $3.08M
|
82.5K
$4.16M
|
|
Jul 13, 2021
Q2 2021
|
Marks Wealth, LLC
|
BUY
|
- |
60.5K+ 24.97% |
$3.07M - $3.07M
|
303K
$15.3M
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
58.9K+ 413.52% |
$2.99M - $2.99M
|
73.2K
$3.69M
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58.7K+ 52.36% |
$2.98M - $2.98M
|
171K
$8.61M
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
58.2K+ 105.85% |
$2.95M - $2.95M
|
113K
$5.7M
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
56K+ 210.81% |
$2.84M - $2.84M
|
82.6K
$4.16M
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
56K+ 16.55% |
$2.84M - $2.84M
|
394K
$19.9M
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
54.9K+ 7.34% |
$2.78M - $2.79M
|
803K
$40.5M
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
53.9KNew |
$2.73M - $2.73M
|
53.9K
$2.71M
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
52.5K+ 6.13% |
$2.66M - $2.67M
|
910K
$45.9M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.5K+ 30.8% |
$2.66M - $2.67M
|
223K
$11.2M
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52.2K+ 45.61% |
$2.65M - $2.65M
|
167K
$8.4M
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
51.9K+ 60.49% |
$2.63M - $2.64M
|
138K
$6.94M
|
|
Jul 28, 2021
Q2 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
51.3K+ 3.41% |
$2.6M - $2.61M
|
1.55M
$78.4M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50.8K+ 1080.36% |
$2.58M - $2.58M
|
55.5K
$2.8M
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
50.5K+ 3.13% |
$2.56M - $2.56M
|
1.66M
$83.9M
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
50.4K+ 17.43% |
$2.56M - $2.56M
|
340K
$17.1M
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
49.9K+ 8.53% |
$2.53M - $2.53M
|
635K
$32M
|
|
Aug 13, 2021
Q2 2021
|
Caz Investments LP
Houston, TX |
BUY
|
- |
49.8K+ 113.75% |
$2.53M - $2.53M
|
93.6K
$4.72M
|
|
Jul 30, 2021
Q2 2021
|
Kendall Capital Management
|
BUY
|
- |
49.7K+ 53.16% |
$2.52M - $2.52M
|
143K
$7.22M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
45.5K+ 81.6% |
$2.3M - $2.31M
|
101K
$5.1M
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
45.4K+ 4.98% |
$2.3M - $2.3M
|
956K
$48.2M
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
42.7K+ 12.62% |
$2.16M - $2.17M
|
381K
$19.2M
|
|
Aug 10, 2021
Q2 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
42.6K+ 232.08% |
$2.16M - $2.16M
|
61K
$3.07M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.2K+ 33.23% |
$2.09M - $2.09M
|
165K
$8.33M
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
40.9K+ 6.61% |
$2.07M - $2.08M
|
660K
$33.2M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40.4K+ 370.25% |
$2.05M - $2.05M
|
51.3K
$2.59M
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
40.3KNew |
$2.04M - $2.04M
|
40.3K
$2.03M
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
40.2K+ 30.48% |
$2.04M - $2.04M
|
172K
$8.67M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39K+ 153.36% |
$1.98M - $1.98M
|
64.5K
$3.25M
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
38.6K+ 428.51% |
$1.96M - $1.96M
|
47.6K
$2.4M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
38.5K+ 397.11% |
$1.95M - $1.95M
|
48.2K
$2.43M
|