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 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
98.9K+ 25.84% |
$5.01M - $5.02M
|
482K
$24.3M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
93.3K+ 18.51% |
$4.73M - $4.73M
|
597K
$30.2M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
90.9KNew |
$4.61M - $4.61M
|
90.9K
$4.59M
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
90.7K+ 51.6% |
$4.6M - $4.6M
|
266K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
90.4K+ 62.62% |
$4.58M - $4.59M
|
235K
$11.9M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
88.6KNew |
$4.49M - $4.5M
|
88.6K
$4.47M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
83.8K+ 121.0% |
$4.25M - $4.25M
|
153K
$7.73M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
83.3K+ 111.53% |
$4.22M - $4.23M
|
158K
$7.98M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
82.7K+ 81.71% |
$4.19M - $4.19M
|
184K
$9.28M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
81K+ 9.5% |
$4.11M - $4.11M
|
933K
$47.1M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
78.3K+ 31.52% |
$3.97M - $3.97M
|
327K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.6K+ 12.86% |
$3.88M - $3.88M
|
672K
$33.9M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
75.3KNew |
$3.82M - $3.82M
|
75.3K
$3.81M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
72K+ 43.17% |
$3.65M - $3.65M
|
239K
$12.1M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
72KNew |
$3.65M - $3.65M
|
72K
$3.63M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
71.8K+ 20.96% |
$3.64M - $3.64M
|
414K
$20.9M
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
71.4KNew |
$3.62M - $3.63M
|
71.4K
$3.61M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
70.8K+ 30.09% |
$3.59M - $3.59M
|
306K
$15.5M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
67.3K+ 11.58% |
$3.41M - $3.41M
|
649K
$32.8M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.6K+ 2.7% |
$3.27M - $3.28M
|
2.45M
$124M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
63.6K+ 16.72% |
$3.22M - $3.23M
|
444K
$22.4M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
63.3K+ 18.63% |
$3.21M - $3.21M
|
403K
$20.4M
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
61.7K+ 7.68% |
$3.13M - $3.13M
|
865K
$43.7M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60.8K+ 46.43% |
$3.08M - $3.08M
|
192K
$9.68M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.4K+ 1.0% |
$3.01M - $3.01M
|
5.99M
$302M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.7K+ 374.89% |
$2.92M - $2.93M
|
73.1K
$3.69M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54.8K+ 27.12% |
$2.78M - $2.78M
|
257K
$13M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
54.3K+ 55.93% |
$2.75M - $2.76M
|
151K
$7.65M
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
53.7K+ 80.26% |
$2.72M - $2.72M
|
121K
$6.09M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
51.6K+ 4.16% |
$2.61M - $2.62M
|
1.29M
$65.2M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
50.9K+ 8.44% |
$2.58M - $2.58M
|
654K
$33M
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
49.5K+ 55.88% |
$2.51M - $2.51M
|
138K
$6.97M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48.2K+ 44.22% |
$2.44M - $2.45M
|
157K
$7.94M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
47.6KNew |
$2.41M - $2.42M
|
47.6K
$2.41M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.3K+ 10.13% |
$2.4M - $2.4M
|
515K
$26M
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
47K+ 11.92% |
$2.38M - $2.38M
|
441K
$22.3M
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
46.9K+ 20.63% |
$2.38M - $2.38M
|
274K
$13.9M
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
45.5K+ 95.16% |
$2.31M - $2.31M
|
93.3K
$4.71M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
45.3K+ 54.86% |
$2.3M - $2.3M
|
128K
$6.46M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
42.9K+ 23.88% |
$2.17M - $2.17M
|
222K
$11.2M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
42.4K+ 15.32% |
$2.15M - $2.15M
|
320K
$16.1M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
42.4KNew |
$2.15M - $2.15M
|
42.4K
$2.14M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
41.5K+ 4.35% |
$2.11M - $2.11M
|
997K
$50.4M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.8K+ 14.74% |
$2.07M - $2.07M
|
317K
$16M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.6K+ 132.79% |
$2.01M - $2.01M
|
69.4K
$3.51M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
39.4K+ 601.07% |
$2M - $2M
|
46K
$2.32M
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
39.3K+ 29.28% |
$1.99M - $2M
|
174K
$8.77M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.7K+ 58.86% |
$1.96M - $1.96M
|
104K
$5.28M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37.5K+ 171.96% |
$1.9M - $1.9M
|
59.3K
$3M
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
37K+ 25.87% |
$1.88M - $1.88M
|
180K
$9.1M
|