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 |
|---|---|---|---|---|---|---|---|
|
Mar 02, 2022
Q2 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
37.4K+ 6.02% |
$1.9M - $1.9M
|
659K
$33.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.4K+ 170.08% |
$1.9M - $1.9M
|
59.4K
$3M
|
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
36.6K+ 16.6% |
$1.85M - $1.86M
|
257K
$12.9M
|
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
34.8K+ 6.13% |
$1.77M - $1.77M
|
603K
$30.4M
|
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
34.5K+ 297.93% |
$1.75M - $1.75M
|
46.1K
$2.32M
|
|
|
Jul 21, 2021
Q2 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
34.4K+ 30.85% |
$1.75M - $1.75M
|
146K
$7.36M
|
|
|
Aug 12, 2021
Q2 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32.8K+ 134.93% |
$1.67M - $1.67M
|
57.2K
$2.88M
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
30.4K+ 11.05% |
$1.54M - $1.54M
|
305K
$15.4M
|
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29.9K+ 51.43% |
$1.52M - $1.52M
|
88.1K
$4.44M
|
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29.2K+ 3.7% |
$1.48M - $1.48M
|
818K
$41.2M
|
|
|
Jul 30, 2021
Q2 2021
|
Asio Capital, LLC
|
BUY
|
- |
28.7KNew |
$1.45M - $1.46M
|
28.7K
$1.45M
|
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
27.6K+ 20.71% |
$1.4M - $1.4M
|
161K
$8.1M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.4K+ 16.57% |
$1.39M - $1.39M
|
193K
$9.71M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.2K+ 6.19% |
$1.38M - $1.38M
|
467K
$23.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Navalign, LLC
|
BUY
|
- |
26.5K+ 114.36% |
$1.34M - $1.34M
|
49.6K
$2.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$1.3M - $1.3M
|
25.6K
$1.29M
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
25.1K+ 46.4% |
$1.27M - $1.28M
|
79.3K
$4M
|
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
24.5K+ 122.35% |
$1.24M - $1.24M
|
44.5K
$2.24M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.4K+ 25.07% |
$1.24M - $1.24M
|
122K
$6.13M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.3K+ 80.72% |
$1.23M - $1.23M
|
54.4K
$2.74M
|
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23.9K+ 37.77% |
$1.21M - $1.22M
|
87.3K
$4.4M
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
22.9K+ 16.9% |
$1.16M - $1.16M
|
158K
$7.98M
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
22.9K+ 6.5% |
$1.16M - $1.16M
|
375K
$18.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
22.8K+ 91.5% |
$1.16M - $1.16M
|
47.8K
$2.41M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.8K+ 47.76% |
$1.16M - $1.16M
|
70.6K
$3.56M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.5K+ 7.02% |
$1.14M - $1.14M
|
343K
$17.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
22K+ 6.41% |
$1.11M - $1.12M
|
365K
$18.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
21.6K+ 15.47% |
$1.09M - $1.09M
|
161K
$8.11M
|
|
|
Jul 06, 2021
Q2 2021
|
Bank Of New Hampshire
|
BUY
|
- |
21.6KNew |
$1.09M - $1.09M
|
21.6K
$1.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
21.2K+ 2.68% |
$1.08M - $1.08M
|
815K
$41.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
21.2K+ 13.06% |
$1.07M - $1.08M
|
184K
$9.25M
|
|
|
Aug 10, 2021
Q2 2021
|
American Money Management, LLC
|
BUY
|
- |
21K+ 29.28% |
$1.07M - $1.07M
|
92.8K
$4.67M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.3K+ 21.5% |
$1.03M - $1.03M
|
115K
$5.77M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
20K+ 140.72% |
$1.01M - $1.02M
|
34.2K
$1.72M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
19.9K+ 9.02% |
$1.01M - $1.01M
|
240K
$12.1M
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18.9K+ 59.34% |
$958K - $960K
|
50.8K
$2.56M
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
18.8K+ 6.15% |
$954K - $955K
|
325K
$16.4M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.7K+ 43.01% |
$949K - $951K
|
62.2K
$3.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
18.3K+ 66.22% |
$930K - $931K
|
46K
$2.32M
|
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
BUY
|
- |
18.3K+ 13.76% |
$927K - $928K
|
151K
$7.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 459.47% |
$908K - $909K
|
21.8K
$1.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.3KNew |
$878K - $879K
|
17.3K
$873K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16.8K+ 27.13% |
$853K - $854K
|
78.8K
$3.97M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
16.3K+ 1901.75% |
$826K - $826K
|
17.1K
$864K
|
|
|
Aug 12, 2021
Q2 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
16.1K+ 14.69% |
$817K - $818K
|
126K
$6.34M
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16K+ 8.62% |
$812K - $813K
|
202K
$10.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15.7K+ 2.52% |
$794K - $795K
|
636K
$32M
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15.5K+ 3.94% |
$785K - $786K
|
409K
$20.6M
|
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14KNew |
$711K - $712K
|
14K
$707K
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13.9K+ 91.29% |
$703K - $704K
|
29.1K
$1.46M
|