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 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
809New |
$41K - $41.1K
|
809
$40.8K
|
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
782+ 16.07% |
$39.7K - $39.7K
|
5.65K
$285K
|
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
730+ 0.68% |
$37K - $37.1K
|
109K
$5.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
602+ 1.0% |
$30.5K - $30.6K
|
60.7K
$3.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
452+ 1.38% |
$22.9K - $22.9K
|
33.3K
$1.68M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
450+ 5.03% |
$22.8K - $22.8K
|
9.4K
$474K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
436+ 0.04% |
$22.1K - $22.1K
|
1.12M
$56.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
401+ 0.16% |
$20.3K - $20.4K
|
244K
$12.3M
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
389New |
$19.7K - $19.7K
|
389
$19.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
387+ 0.56% |
$19.6K - $19.6K
|
69.2K
$3.49M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
386+ 3.87% |
$19.6K - $19.6K
|
10.4K
$522K
|
|
|
Jul 26, 2021
Q2 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
315+ 0.94% |
$16K - $16K
|
33.8K
$1.7M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
310+ 1.13% |
$15.7K - $15.7K
|
27.8K
$1.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
305+ 3.78% |
$15.5K - $15.5K
|
8.37K
$422K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
282+ 1.14% |
$14.3K - $14.3K
|
25K
$1.26M
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
264+ 1.32% |
$13.4K - $13.4K
|
20.3K
$1.02M
|
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
218+ 2.51% |
$11.1K - $11.1K
|
8.9K
$449K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
209+ 0.72% |
$10.6K - $10.6K
|
29.2K
$1.47M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$10.1K - $10.2K
|
200
$10.1K
|
|
|
Jul 29, 2021
Q2 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
200+ 1.01% |
$10.1K - $10.2K
|
20.1K
$1.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
200+ 3.33% |
$10.1K - $10.2K
|
6.2K
$312K
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
129+ 0.09% |
$6.54K - $6.55K
|
137K
$6.9M
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
129+ 0.09% |
$6.54K - $6.55K
|
137K
$6.9M
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
121+ 2.47% |
$6.14K - $6.14K
|
5.02K
$253K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
112New |
$5.68K - $5.69K
|
112
$5.64K
|
|
|
Jul 23, 2021
Q2 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
109+ 0.25% |
$5.53K - $5.53K
|
44.1K
$2.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 2.17% |
$5.43K - $5.43K
|
5.03K
$254K
|
|
|
Jul 28, 2021
Q2 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 1.16% |
$5.07K - $5.08K
|
8.7K
$438K
|
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
100+ 2.43% |
$5.07K - $5.08K
|
4.22K
$213K
|
|
|
Jul 12, 2021
Q2 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
97+ 0.78% |
$4.92K - $4.92K
|
12.5K
$631K
|
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
95+ 1.57% |
$4.82K - $4.82K
|
6.15K
$310K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
91New |
$4.61K - $4.62K
|
91
$4.59K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
86+ 14.03% |
$4.36K - $4.37K
|
699
$35.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
84New |
$4.26K - $4.26K
|
84
$4.23K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
76+ 0.08% |
$3.85K - $3.86K
|
90.3K
$4.55M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74New |
$3.75K - $3.76K
|
74
$3.73K
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56+ 1.05% |
$2.84K - $2.84K
|
5.39K
$272K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
40+ 0.98% |
$2.03K - $2.03K
|
4.11K
$207K
|
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
37+ 0.04% |
$1.88K - $1.88K
|
102K
$5.15M
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15New |
$761 - $762
|
15
$756
|
|
|
Jul 29, 2021
Q2 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11+ 0.18% |
$558 - $558
|
6.16K
$311K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
9+ 0.17% |
$456 - $457
|
5.34K
$269K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4New |
$203 - $203
|
4
$202
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
4.58K
$231K
|
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$50.7 - $50.8
|
4.08K
$205K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$50.7 - $50.8
|
1
$50.4
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.13% |
$50.7 - $50.8
|
770
$38.8K
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
SELL
|
- |
-2- 66.67% |
$101 - $102
|
1
$50.4
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2Closed |
$101 - $102
|
0
$0
|