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 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-23.7K- 23.6% |
$1.2M - $1.2M
|
76.7K
$3.87M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.4K- 4.47% |
$1.29M - $1.29M
|
543K
$27.4M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-25.6K- 48.42% |
$1.3M - $1.3M
|
27.3K
$1.38M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25.9K- 5.59% |
$1.31M - $1.31M
|
438K
$22.1M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.6K- 13.42% |
$1.35M - $1.35M
|
172K
$8.67M
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-26.6K- 4.04% |
$1.35M - $1.35M
|
633K
$32M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-29.7K- 6.93% |
$1.5M - $1.5M
|
398K
$20.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.9K- 0.78% |
$1.57M - $1.57M
|
3.95M
$199M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-31.4K- 34.8% |
$1.59M - $1.59M
|
58.9K
$2.97M
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31.8K- 7.77% |
$1.61M - $1.61M
|
377K
$19M
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-32.2K- 24.12% |
$1.63M - $1.63M
|
101K
$5.11M
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-34.4K- 16.21% |
$1.74M - $1.74M
|
178K
$8.98M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.4K- 69.11% |
$1.75M - $1.75M
|
15.4K
$777K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.9K- 5.6% |
$1.87M - $1.87M
|
622K
$31.4M
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-39.3K- 4.82% |
$1.99M - $2M
|
777K
$39.2M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-40.3KClosed |
$2.04M - $2.04M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-40.3K- 55.6% |
$2.04M - $2.04M
|
32.2K
$1.62M
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
SELL
|
- |
-42.1K- 14.16% |
$2.14M - $2.14M
|
255K
$12.9M
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-42.5K- 74.83% |
$2.15M - $2.15M
|
14.3K
$721K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-46.3K- 20.88% |
$2.35M - $2.35M
|
176K
$8.87M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-46.7KClosed |
$2.37M - $2.37M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-48.1K- 99.92% |
$2.44M - $2.44M
|
39
$1.97K
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-52K- 36.6% |
$2.64M - $2.64M
|
90.2K
$4.55M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.7K- 10.86% |
$2.67M - $2.67M
|
432K
$21.8M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-54.4KClosed |
$2.76M - $2.76M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-55.6K- 29.47% |
$2.82M - $2.82M
|
133K
$6.72M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58K- 45.37% |
$2.94M - $2.95M
|
69.9K
$3.53M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-61.6K- 23.82% |
$3.12M - $3.13M
|
197K
$9.96M
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-62.6K- 20.82% |
$3.17M - $3.18M
|
238K
$12M
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-66.8K- 35.19% |
$3.39M - $3.39M
|
123K
$6.21M
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-68.2K- 41.57% |
$3.46M - $3.46M
|
95.9K
$4.85M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-68.4K- 18.25% |
$3.47M - $3.47M
|
306K
$15.5M
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-71.2KClosed |
$3.61M - $3.61M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-74.3K- 35.39% |
$3.77M - $3.77M
|
136K
$6.86M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-75.5K- 9.84% |
$3.83M - $3.83M
|
692K
$35M
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-77.8K- 71.86% |
$3.95M - $3.95M
|
30.5K
$1.54M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.3K- 3.41% |
$3.97M - $3.97M
|
2.22M
$112M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-80.5K- 41.64% |
$4.08M - $4.08M
|
113K
$5.7M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-81.8K- 21.48% |
$4.15M - $4.15M
|
299K
$15.1M
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-82.2K- 23.51% |
$4.17M - $4.17M
|
267K
$13.5M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82.3K- 82.9% |
$4.17M - $4.18M
|
17K
$857K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82.8K- 43.0% |
$4.2M - $4.2M
|
110K
$5.55M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.1K- 8.18% |
$4.57M - $4.57M
|
1.01M
$51.1M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-96K- 1.19% |
$4.87M - $4.87M
|
7.98M
$403M
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-104KClosed |
$5.28M - $5.28M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 45.77% |
$5.53M - $5.53M
|
129K
$6.52M
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-110K- 17.35% |
$5.58M - $5.59M
|
525K
$26.5M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-115KClosed |
$5.81M - $5.82M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-119K- 38.52% |
$6.05M - $6.05M
|
190K
$9.62M
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-126KClosed |
$6.38M - $6.38M
|
0
$0
|