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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10.5K- 23.79% |
$531K - $532K
|
33.6K
$1.7M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-10.5K- 5.76% |
$532K - $532K
|
172K
$8.67M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-10.5K- 37.72% |
$532K - $533K
|
17.3K
$876K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-10.7K- 1.79% |
$541K - $542K
|
587K
$29.6M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.7K- 25.94% |
$541K - $542K
|
30.5K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-10.9KClosed |
$552K - $553K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-10.9K- 2.51% |
$554K - $554K
|
425K
$21.5M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.2K- 2.21% |
$568K - $568K
|
496K
$25M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.4K- 44.08% |
$577K - $577K
|
14.4K
$729K
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.4K- 35.71% |
$580K - $581K
|
20.6K
$1.04M
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
SELL
|
- |
-11.5K- 31.01% |
$583K - $584K
|
25.6K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$594K - $595K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-11.8K- 16.0% |
$598K - $598K
|
61.9K
$3.13M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12.4K- 12.76% |
$626K - $627K
|
84.5K
$4.27M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.5K- 11.59% |
$631K - $632K
|
95K
$4.8M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.5K- 0.75% |
$632K - $632K
|
1.65M
$83.4M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-12.6K- 9.76% |
$637K - $638K
|
116K
$5.87M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-12.6K- 37.93% |
$637K - $638K
|
20.6K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-12.8K- 3.33% |
$647K - $647K
|
370K
$18.7M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12.9K- 54.11% |
$655K - $656K
|
11K
$553K
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-13.6K- 16.82% |
$688K - $689K
|
67.2K
$3.39M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.9K- 16.93% |
$704K - $705K
|
68.2K
$3.44M
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14K- 22.53% |
$711K - $712K
|
48.2K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-14.1K- 99.99% |
$715K - $715K
|
1
$50.5
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.7K- 16.88% |
$747K - $748K
|
72.6K
$3.66M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-15K- 8.43% |
$760K - $761K
|
163K
$8.22M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.7K- 44.79% |
$794K - $794K
|
19.3K
$975K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 61.17% |
$827K - $828K
|
10.4K
$523K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17K- 5.84% |
$861K - $862K
|
274K
$13.8M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-17K- 54.56% |
$863K - $863K
|
14.2K
$716K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.3K- 2.96% |
$875K - $876K
|
567K
$28.6M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-17.9K- 10.4% |
$907K - $908K
|
154K
$7.78M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 30.59% |
$908K - $909K
|
40.7K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-18K- 41.26% |
$911K - $912K
|
25.6K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20.2K- 15.17% |
$1.02M - $1.02M
|
113K
$5.7M
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 12.43% |
$1.03M - $1.03M
|
143K
$7.24M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.6KClosed |
$1.04M - $1.04M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.8K- 6.45% |
$1.05M - $1.05M
|
301K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-20.9K- 16.01% |
$1.06M - $1.06M
|
110K
$5.55M
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-21.1K- 14.04% |
$1.07M - $1.07M
|
129K
$6.53M
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-21.5K- 19.44% |
$1.09M - $1.09M
|
89.1K
$4.5M
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-21.6K- 6.02% |
$1.09M - $1.09M
|
337K
$17M
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-21.6K- 5.62% |
$1.09M - $1.09M
|
362K
$18.3M
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-22.1K- 1.84% |
$1.12M - $1.12M
|
1.18M
$59.5M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-22.2K- 9.08% |
$1.13M - $1.13M
|
222K
$11.2M
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-22.3K- 65.02% |
$1.13M - $1.13M
|
12K
$607K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.4KClosed |
$1.14M - $1.14M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-22.4K- 13.42% |
$1.14M - $1.14M
|
145K
$7.3M
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-22.4K- 49.78% |
$1.14M - $1.14M
|
22.6K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.5K- 26.74% |
$1.14M - $1.14M
|
61.7K
$3.12M
|