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 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
13.9K+ 10.0% |
$703K - $704K
|
152K
$7.7M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
13.7K+ 5.32% |
$696K - $697K
|
272K
$13.7M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
13.5K+ 168.75% |
$684K - $685K
|
21.5K
$1.09M
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
13.5K+ 16.98% |
$684K - $685K
|
93K
$4.7M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$666K - $666K
|
13.1K
$663K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.8K+ 29.5% |
$651K - $652K
|
56.4K
$2.85M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.8K+ 46.01% |
$648K - $649K
|
40.6K
$2.05M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.5K+ 16.27% |
$634K - $634K
|
89.3K
$4.51M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.5K+ 186.55% |
$631K - $632K
|
19.1K
$966K
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
12.4KNew |
$629K - $630K
|
12.4K
$627K
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
12.4KNew |
$627K - $627K
|
12.4K
$625K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
12.1K+ 35.44% |
$615K - $615K
|
46.3K
$2.34M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
12K+ 22.57% |
$608K - $609K
|
65.2K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.8KNew |
$596K - $597K
|
11.8K
$594K
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
11.5K+ 4.03% |
$585K - $586K
|
298K
$15M
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
11.5K+ 3.8% |
$583K - $583K
|
314K
$15.9M
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.5K+ 4.48% |
$583K - $583K
|
268K
$13.5M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
11.3K+ 137.52% |
$575K - $576K
|
19.6K
$990K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
11K+ 112.67% |
$556K - $557K
|
20.7K
$1.05M
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11K+ 78.65% |
$556K - $556K
|
24.9K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 29.77% |
$555K - $556K
|
47.8K
$2.41M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$545K - $545K
|
10.8K
$543K
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.5K+ 84.27% |
$532K - $533K
|
23K
$1.16M
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
10.5K+ 60.55% |
$532K - $533K
|
27.8K
$1.41M
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10.5K+ 11.41% |
$531K - $531K
|
102K
$5.16M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 113.32% |
$531K - $531K
|
19.7K
$995K
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
10.3K+ 4.42% |
$523K - $524K
|
244K
$12.3M
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 7.64% |
$523K - $524K
|
145K
$7.35M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.2KNew |
$519K - $520K
|
10.2K
$518K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 26.44% |
$512K - $513K
|
48.4K
$2.44M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10K+ 31.65% |
$507K - $507K
|
41.6K
$2.1M
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.95KNew |
$504K - $505K
|
9.95K
$502K
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
9.9K+ 169.43% |
$502K - $502K
|
15.7K
$795K
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
9.78K+ 9.0% |
$495K - $496K
|
118K
$5.98M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9.72K+ 14.93% |
$493K - $493K
|
74.9K
$3.78M
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
9.47K+ 8.45% |
$480K - $481K
|
122K
$6.14M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.4K+ 11.56% |
$476K - $477K
|
90.7K
$4.58M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9.33K+ 7.55% |
$473K - $473K
|
133K
$6.71M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.32KNew |
$473K - $473K
|
9.32K
$471K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
9.32KNew |
$473K - $473K
|
9.32K
$471K
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.99K+ 113.31% |
$456K - $456K
|
16.9K
$855K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
8.97K+ 18.46% |
$455K - $455K
|
57.6K
$2.91M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.73KNew |
$443K - $443K
|
8.73K
$441K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.59K+ 2.61% |
$435K - $436K
|
337K
$17M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.56K+ 130.39% |
$434K - $434K
|
15.1K
$764K
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.41KNew |
$426K - $427K
|
8.41K
$425K
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8.15K+ 22.22% |
$413K - $414K
|
44.8K
$2.27M
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
7.83K+ 16.47% |
$397K - $397K
|
55.4K
$2.8M
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.81KNew |
$396K - $396K
|
7.81K
$394K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
7.68K+ 3.19% |
$389K - $390K
|
248K
$12.5M
|