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 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.8K+ 4.53% |
$702K - $703K
|
319K
$16.1M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
13.8K+ 59.8% |
$699K - $700K
|
36.9K
$1.86M
|
|
|
Aug 10, 2021
Q2 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
13.1K+ 1.88% |
$666K - $666K
|
712K
$35.9M
|
|
|
Jul 15, 2021
Q2 2021
|
Planning Alternatives LTD
|
BUY
|
- |
13K+ 19.24% |
$661K - $661K
|
80.7K
$4.07M
|
|
|
Jul 16, 2021
Q2 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
12.9K+ 12.18% |
$655K - $655K
|
119K
$5.99M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.7K+ 74.54% |
$647K - $647K
|
29.9K
$1.5M
|
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
12.5KNew |
$634K - $635K
|
12.5K
$631K
|
|
|
Aug 09, 2021
Q2 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
12.3K+ 12.38% |
$626K - $627K
|
112K
$5.65M
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.3K+ 3.87% |
$621K - $622K
|
329K
$16.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 9.94% |
$620K - $621K
|
135K
$6.82M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.1K+ 25.67% |
$615K - $615K
|
59.3K
$2.99M
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
12K+ 176.72% |
$608K - $609K
|
18.8K
$947K
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.9KNew |
$603K - $604K
|
11.9K
$599K
|
|
|
Aug 16, 2021
Q2 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
11KNew |
$555K - $556K
|
11K
$552K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
10.9KNew |
$552K - $553K
|
10.9K
$549K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.4K+ 33.79% |
$527K - $528K
|
41.2K
$2.08M
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.3K+ 18.28% |
$524K - $525K
|
66.9K
$3.37M
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
9.74KNew |
$494K - $494K
|
9.74K
$491K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.6K+ 76.08% |
$487K - $487K
|
22.2K
$1.12M
|
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.44K+ 3.25% |
$479K - $479K
|
300K
$15.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.41K+ 6.08% |
$477K - $478K
|
164K
$8.27M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.39K+ 54.29% |
$476K - $476K
|
26.7K
$1.34M
|
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.3K+ 3.43% |
$472K - $472K
|
280K
$14.1M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.8K+ 20.3% |
$446K - $447K
|
52.2K
$2.63M
|
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.59K+ 30.48% |
$436K - $436K
|
36.8K
$1.85M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
8.38KNew |
$425K - $426K
|
8.38K
$422K
|
|
|
Aug 13, 2021
Q2 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.35K+ 162.45% |
$424K - $424K
|
13.5K
$680K
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.12K+ 27.63% |
$412K - $412K
|
37.5K
$1.89M
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
8KNew |
$406K - $406K
|
8K
$403K
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
BUY
|
- |
7.97K+ 4.52% |
$404K - $404K
|
184K
$9.29M
|
|
|
Aug 12, 2021
Q2 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.88KNew |
$400K - $400K
|
7.88K
$397K
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.53KNew |
$382K - $382K
|
7.53K
$379K
|
|
|
Jul 23, 2021
Q2 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.33K+ 4.59% |
$372K - $372K
|
167K
$8.42M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.32K+ 3.33% |
$371K - $372K
|
227K
$11.4M
|
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
BUY
|
- |
7.27K+ 14.67% |
$369K - $369K
|
56.8K
$2.86M
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.16K+ 26.08% |
$363K - $363K
|
34.6K
$1.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.14K+ 13.81% |
$362K - $362K
|
58.8K
$2.96M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.06K+ 11.95% |
$358K - $358K
|
66.1K
$3.33M
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7K+ 148.37% |
$355K - $355K
|
11.7K
$591K
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7KNew |
$355K - $355K
|
7K
$353K
|
|
|
Aug 03, 2021
Q2 2021
|
Fluent Financial, LLC
|
BUY
|
- |
6.97KNew |
$353K - $354K
|
6.97K
$351K
|
|
|
Aug 02, 2021
Q2 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.86K+ 4.63% |
$348K - $348K
|
155K
$7.82M
|
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6.79K+ 3.43% |
$344K - $345K
|
204K
$10.3M
|
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.76K+ 1.72% |
$343K - $343K
|
400K
$20.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.48K+ 1.49% |
$328K - $329K
|
441K
$22.2M
|
|
|
Jul 20, 2021
Q2 2021
|
West Oak Capital, LLC
|
BUY
|
- |
6.4K+ 2.05% |
$324K - $325K
|
318K
$16M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.36K+ 12.5% |
$322K - $323K
|
57.2K
$2.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
6.01K+ 7.49% |
$305K - $305K
|
86.2K
$4.35M
|
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.99K+ 13.61% |
$304K - $304K
|
50K
$2.52M
|
|
|
Jul 01, 2021
Q2 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 3.28% |
$302K - $302K
|
187K
$9.44M
|