Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.34K- 0.55% |
$271K - $271K
|
957K
$48.3M
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.35K- 17.35% |
$271K - $271K
|
25.5K
$1.29M
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.4K- 17.32% |
$274K - $274K
|
25.8K
$1.3M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.46K- 10.64% |
$277K - $277K
|
45.9K
$2.32M
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.51K- 2.61% |
$279K - $279K
|
206K
$10.4M
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5.69KClosed |
$288K - $288K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.9K- 17.62% |
$299K - $299K
|
27.6K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.93KClosed |
$300K - $301K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.95K- 17.2% |
$302K - $302K
|
28.7K
$1.45M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.95K- 17.2% |
$302K - $302K
|
28.7K
$1.45M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.96K- 29.4% |
$302K - $302K
|
14.3K
$723K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.02K- 10.52% |
$305K - $305K
|
51.2K
$2.59M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.2K- 6.84% |
$314K - $314K
|
84.4K
$4.26M
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.2KClosed |
$314K - $315K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.35KClosed |
$322K - $322K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-6.38K- 6.9% |
$323K - $324K
|
86K
$4.34M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.43K- 18.0% |
$326K - $326K
|
29.3K
$1.48M
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.49KClosed |
$329K - $330K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.59K- 46.98% |
$334K - $334K
|
7.44K
$376K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-6.73K- 30.29% |
$341K - $342K
|
15.5K
$782K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.86KClosed |
$348K - $348K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-6.89K- 50.0% |
$349K - $350K
|
6.89K
$348K
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.9K- 7.44% |
$350K - $350K
|
85.9K
$4.34M
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-6.97KClosed |
$353K - $354K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.32K- 4.56% |
$371K - $371K
|
153K
$7.73M
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$375K - $375K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-7.41K- 5.53% |
$376K - $376K
|
127K
$6.39M
|
|
Nov 12, 2021
Q3 2021
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-7.61K- 8.13% |
$386K - $386K
|
86K
$4.34M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-7.71K- 9.73% |
$391K - $391K
|
71.6K
$3.61M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.74K- 57.17% |
$392K - $393K
|
5.8K
$293K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-7.91K- 1.98% |
$401K - $401K
|
392K
$19.8M
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-8.3K- 9.56% |
$421K - $421K
|
78.5K
$3.96M
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.31K- 22.49% |
$421K - $421K
|
28.6K
$1.45M
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.37KClosed |
$424K - $425K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.4K- 2.02% |
$426K - $426K
|
408K
$20.6M
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-8.76K- 7.15% |
$444K - $444K
|
114K
$5.74M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.88K- 3.4% |
$450K - $450K
|
252K
$12.7M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.95K- 22.66% |
$453K - $454K
|
30.5K
$1.54M
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.09K- 5.02% |
$461K - $461K
|
172K
$8.69M
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
SELL
|
- |
-9.1K- 9.64% |
$461K - $462K
|
85.3K
$4.31M
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9.48K- 0.6% |
$481K - $481K
|
1.57M
$79.3M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9.58K- 20.79% |
$486K - $486K
|
36.5K
$1.84M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-9.68K- 51.36% |
$491K - $491K
|
9.17K
$463K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.96K- 1.78% |
$505K - $505K
|
548K
$27.7M
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-9.97K- 52.12% |
$505K - $506K
|
9.16K
$462K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-10K- 9.47% |
$508K - $508K
|
95.8K
$4.84M
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10.1K- 7.79% |
$512K - $512K
|
119K
$6.04M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 21.01% |
$513K - $514K
|
38.1K
$1.92M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-10.4K- 4.24% |
$528K - $529K
|
235K
$11.9M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
SELL
|
- |
-10.5K- 7.6% |
$531K - $531K
|
127K
$6.43M
|