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 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-680- 2.99% |
$34.5K - $34.5K
|
22K
$1.11M
|
|
Oct 13, 2021
Q3 2021
|
Nepsis Inc.
|
SELL
|
- |
-738- 1.44% |
$37.4K - $37.4K
|
50.5K
$2.55M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-742- 11.93% |
$37.6K - $37.6K
|
5.48K
$277K
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-761- 2.29% |
$38.6K - $38.6K
|
32.5K
$1.64M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-783- 10.76% |
$39.7K - $39.7K
|
6.49K
$328K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-793- 1.22% |
$40.2K - $40.2K
|
64.4K
$3.25M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-809Closed |
$41K - $41K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-814Closed |
$41.3K - $41.3K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-823- 0.68% |
$41.7K - $41.8K
|
121K
$6.1M
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-825- 9.51% |
$41.8K - $41.9K
|
7.85K
$396K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-866Closed |
$43.9K - $43.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-893- 12.89% |
$45.3K - $45.3K
|
6.04K
$305K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-910- 15.9% |
$46.1K - $46.2K
|
4.82K
$243K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-914- 1.5% |
$46.3K - $46.4K
|
60.1K
$3.04M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-935- 4.2% |
$47.4K - $47.4K
|
21.3K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-954- 0.93% |
$48.4K - $48.4K
|
102K
$5.14M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-968- 0.07% |
$49.1K - $49.1K
|
1.4M
$70.5M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-973- 0.7% |
$49.3K - $49.4K
|
139K
$7.01M
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-986- 10.84% |
$50K - $50K
|
8.11K
$410K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-990- 5.64% |
$50.2K - $50.2K
|
16.6K
$837K
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1K- 16.13% |
$50.7K - $50.7K
|
5.2K
$263K
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1K- 19.69% |
$50.7K - $50.7K
|
4.08K
$206K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-1KClosed |
$50.7K - $50.7K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.01K- 18.9% |
$51.2K - $51.3K
|
4.34K
$219K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.05K- 8.86% |
$53.4K - $53.4K
|
10.8K
$547K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.13K- 9.3% |
$57.3K - $57.3K
|
11K
$557K
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.17K- 12.64% |
$59.3K - $59.3K
|
8.08K
$408K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 19.06% |
$60.8K - $60.8K
|
5.09K
$257K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.2K- 6.45% |
$61K - $61K
|
17.5K
$882K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.21K- 1.07% |
$61.3K - $61.4K
|
112K
$5.64M
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.25K- 0.65% |
$63.1K - $63.2K
|
189K
$9.57M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.25K- 16.66% |
$63.6K - $63.6K
|
6.28K
$317K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.3K- 18.57% |
$65.9K - $66K
|
5.7K
$288K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.37K- 1.33% |
$69.6K - $69.7K
|
102K
$5.16M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.42K- 2.73% |
$72.2K - $72.3K
|
50.7K
$2.56M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.44K- 7.59% |
$72.9K - $73K
|
17.5K
$885K
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.46K- 12.41% |
$73.8K - $73.8K
|
10.3K
$519K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.46K- 11.43% |
$74.1K - $74.1K
|
11.3K
$572K
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.47K- 0.48% |
$74.7K - $74.7K
|
305K
$15.4M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.52K- 6.85% |
$77.1K - $77.2K
|
20.7K
$1.04M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.53K- 1.94% |
$77.3K - $77.4K
|
77.3K
$3.9M
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.55K- 8.69% |
$78.3K - $78.4K
|
16.2K
$820K
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.6K- 14.14% |
$81.1K - $81.2K
|
9.72K
$491K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.6K- 26.23% |
$81.1K - $81.2K
|
4.5K
$227K
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.7K- 4.23% |
$86.3K - $86.4K
|
38.6K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.75K- 30.78% |
$88.7K - $88.8K
|
3.94K
$199K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.83K- 2.21% |
$92.5K - $92.6K
|
80.7K
$4.07M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.86K- 2.23% |
$94.1K - $94.2K
|
81.3K
$4.11M
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-1.87KClosed |
$94.8K - $94.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 29.25% |
$95.4K - $95.5K
|
4.55K
$230K
|