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
|
Amg National Trust Bank
|
BUY
|
- |
3.73K+ 9.73% |
$189K - $189K
|
42K
$2.12M
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.71K+ 30.47% |
$188K - $188K
|
15.9K
$802K
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 1.95% |
$185K - $186K
|
191K
$9.65M
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
3.61KNew |
$183K - $183K
|
3.61K
$183K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.59K+ 2.66% |
$182K - $182K
|
139K
$7.02M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.55K+ 1.63% |
$180K - $180K
|
221K
$11.2M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.37K+ 0.76% |
$171K - $171K
|
444K
$22.4M
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.35K+ 60.66% |
$170K - $170K
|
8.88K
$448K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
3.34K+ 67.71% |
$169K - $170K
|
8.28K
$418K
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 14.62% |
$166K - $166K
|
25.7K
$1.3M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.22K+ 18.91% |
$163K - $163K
|
20.2K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.2K+ 0.75% |
$162K - $162K
|
429K
$21.7M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.12KNew |
$158K - $158K
|
3.12K
$158K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.08K+ 1.28% |
$156K - $156K
|
243K
$12.3M
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.03K+ 42.49% |
$153K - $154K
|
10.1K
$513K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.98K+ 2.74% |
$151K - $151K
|
112K
$5.65M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.88K+ 7.84% |
$146K - $146K
|
39.7K
$2M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.85K+ 2.08% |
$144K - $145K
|
140K
$7.07M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.83K+ 5.42% |
$143K - $143K
|
55K
$2.78M
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.81K+ 17.23% |
$143K - $143K
|
19.1K
$967K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.67KNew |
$135K - $135K
|
2.67K
$135K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.63K+ 5.71% |
$133K - $133K
|
48.7K
$2.46M
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.61K+ 7.43% |
$132K - $132K
|
37.7K
$1.9M
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.6K+ 1.1% |
$132K - $132K
|
239K
$12.1M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.57K+ 8.61% |
$130K - $130K
|
32.4K
$1.64M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.57K+ 1.29% |
$130K - $130K
|
202K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.44K+ 16.37% |
$124K - $124K
|
17.4K
$877K
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
2.37K+ 4.17% |
$120K - $120K
|
59.2K
$2.99M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 1.33% |
$116K - $116K
|
174K
$8.8M
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
2.23K+ 3.79% |
$113K - $113K
|
60.9K
$3.08M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.19K+ 313.59% |
$111K - $111K
|
2.89K
$146K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.03K+ 17.99% |
$103K - $103K
|
13.3K
$673K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 10.41% |
$102K - $102K
|
21.4K
$1.08M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.95K+ 0.7% |
$98.9K - $99K
|
282K
$14.3M
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1.86K+ 1.01% |
$94.4K - $94.5K
|
186K
$9.4M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.81K+ 4.9% |
$91.5K - $91.6K
|
38.7K
$1.95M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.78K+ 9.03% |
$90K - $90.1K
|
21.4K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.73KNew |
$87.7K - $87.8K
|
1.73K
$87.4K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 0.77% |
$86.8K - $86.9K
|
225K
$11.4M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.74% |
$84.8K - $84.9K
|
229K
$11.6M
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.58K+ 2.6% |
$80.1K - $80.2K
|
62.3K
$3.15M
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.55K+ 36.28% |
$78.3K - $78.4K
|
5.8K
$293K
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.51K+ 25.41% |
$76.4K - $76.5K
|
7.44K
$376K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 27.89% |
$76.2K - $76.3K
|
6.9K
$348K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.49K+ 18.93% |
$75.5K - $75.6K
|
9.36K
$473K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 2.21% |
$74.1K - $74.1K
|
67.6K
$3.41M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 3.84% |
$72.9K - $73K
|
38.9K
$1.97M
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.42K+ 3.89% |
$72K - $72.1K
|
37.9K
$1.91M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.35K+ 0.84% |
$68.3K - $68.4K
|
162K
$8.18M
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.28K+ 3.15% |
$65K - $65.1K
|
42K
$2.12M
|