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 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
36.8K+ 4.5% |
$1.87M - $1.87M
|
854K
$43.2M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36.8KNew |
$1.86M - $1.87M
|
36.8K
$1.86M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
36.7K+ 757.23% |
$1.86M - $1.86M
|
41.5K
$2.1M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.2K+ 12.87% |
$1.84M - $1.84M
|
317K
$16M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35.7K+ 7.56% |
$1.81M - $1.81M
|
508K
$25.7M
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
35.3K+ 4.7% |
$1.79M - $1.79M
|
787K
$39.8M
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
34.3K+ 695.52% |
$1.74M - $1.74M
|
39.2K
$1.98M
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
33.7K+ 10.58% |
$1.71M - $1.71M
|
352K
$17.8M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
33.5K+ 4.11% |
$1.7M - $1.7M
|
849K
$42.9M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
31.8K+ 17.79% |
$1.61M - $1.61M
|
211K
$10.6M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.9K+ 15.45% |
$1.57M - $1.57M
|
231K
$11.7M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
29.8K+ 251.07% |
$1.51M - $1.51M
|
41.6K
$2.1M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
29.8KNew |
$1.51M - $1.51M
|
29.8K
$1.5M
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
29.7K+ 8.13% |
$1.5M - $1.51M
|
395K
$19.9M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
29.7K+ 5.74% |
$1.5M - $1.51M
|
546K
$27.6M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
29.5KNew |
$1.49M - $1.5M
|
29.5K
$1.49M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29.3K+ 20.31% |
$1.48M - $1.49M
|
173K
$8.76M
|
|
Oct 25, 2021
Q3 2021
|
Capital Management Corp
|
BUY
|
- |
28.3K+ 40.48% |
$1.44M - $1.44M
|
98.3K
$4.96M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
27.8K+ 8.09% |
$1.41M - $1.41M
|
372K
$18.8M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
27.1K+ 97.04% |
$1.37M - $1.38M
|
55.1K
$2.78M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26.4K+ 44.86% |
$1.34M - $1.34M
|
85.2K
$4.3M
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26K+ 6.0% |
$1.32M - $1.32M
|
460K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.28M - $1.28M
|
25.3K
$1.28M
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
24.9K+ 3.77% |
$1.26M - $1.26M
|
685K
$34.6M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
23.9K+ 18.27% |
$1.21M - $1.21M
|
155K
$7.81M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
23K+ 3.62% |
$1.17M - $1.17M
|
658K
$33.3M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
22.8K+ 7.47% |
$1.16M - $1.16M
|
328K
$16.6M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3KNew |
$1.13M - $1.13M
|
22.3K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.2KNew |
$1.07M - $1.08M
|
21.2K
$1.07M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21.1K+ 41.63% |
$1.07M - $1.07M
|
71.9K
$3.63M
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
20.7K+ 24.06% |
$1.05M - $1.05M
|
107K
$5.4M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20.4K+ 1071.51% |
$1.04M - $1.04M
|
22.3K
$1.13M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
20.4KNew |
$1.03M - $1.03M
|
20.4K
$1.03M
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20.4K+ 27.88% |
$1.03M - $1.03M
|
93.4K
$4.72M
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
20K+ 10.91% |
$1.02M - $1.02M
|
204K
$10.3M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
19.7K+ 13.51% |
$1M - $1M
|
166K
$8.38M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
19.6K+ 6.02% |
$991K - $992K
|
344K
$17.4M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
19.1K+ 10.73% |
$969K - $970K
|
197K
$9.96M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
18.7KNew |
$946K - $947K
|
18.7K
$943K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.7K+ 2100.12% |
$900K - $900K
|
18.6K
$939K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
17.7K+ 1.28% |
$895K - $896K
|
1.4M
$70.6M
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
17.6K+ 7.19% |
$894K - $894K
|
263K
$13.3M
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
17.6K+ 18.99% |
$893K - $894K
|
110K
$5.57M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17.1K+ 2.55% |
$868K - $869K
|
688K
$34.8M
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 5.28% |
$802K - $803K
|
315K
$15.9M
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
15.7K+ 13.18% |
$794K - $795K
|
135K
$6.8M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 5.79% |
$777K - $777K
|
280K
$14.1M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 60.69% |
$774K - $775K
|
40.5K
$2.04M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
14.8K+ 37.88% |
$753K - $753K
|
54K
$2.73M
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
14.1K+ 8.77% |
$715K - $716K
|
175K
$8.84M
|