Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.43K- 9.47% |
$72.1K - $72.4K
|
13.6K
$689K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 8.43% |
$74.3K - $74.6K
|
16K
$807K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.47K- 8.43% |
$74.3K - $74.6K
|
16K
$807K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.5K- 51.89% |
$75.7K - $76.1K
|
1.39K
$70.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.52K- 71.82% |
$76.7K - $77K
|
596
$30.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 14.67% |
$76.7K - $77K
|
8.84K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.53K- 1.34% |
$77.2K - $77.5K
|
113K
$5.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.55K- 2.29% |
$78.3K - $78.7K
|
66K
$3.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 9.88% |
$84.4K - $84.8K
|
15.3K
$770K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.71% |
$84.6K - $85K
|
60.3K
$3.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.91K- 11.36% |
$96.3K - $96.8K
|
14.9K
$751K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.91K- 66.64% |
$96.6K - $97.1K
|
958
$48.3K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.92K- 1.88% |
$97K - $97.4K
|
100K
$5.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.94K- 20.05% |
$98.1K - $98.6K
|
7.75K
$391K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.96K- 9.22% |
$98.7K - $99.1K
|
19.2K
$971K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.97K- 12.22% |
$99.3K - $99.8K
|
14.1K
$713K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2K- 10.14% |
$101K - $101K
|
17.7K
$894K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2K- 33.33% |
$101K - $101K
|
4K
$202K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2K- 2.8% |
$101K - $101K
|
69.4K
$3.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.14K- 19.07% |
$108K - $109K
|
9.1K
$459K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.16K- 23.55% |
$109K - $109K
|
7K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.17K- 11.35% |
$110K - $110K
|
17K
$856K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.23K- 40.02% |
$112K - $113K
|
3.34K
$168K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.25K- 6.72% |
$114K - $114K
|
31.3K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.3K- 2.73% |
$116K - $117K
|
82.1K
$4.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.34K- 10.18% |
$118K - $119K
|
20.6K
$1.04M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-2.38K- 11.02% |
$120K - $120K
|
19.2K
$967K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.44K- 68.77% |
$123K - $124K
|
1.11K
$55.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.52K- 2.93% |
$127K - $128K
|
83.4K
$4.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.54K- 3.28% |
$128K - $129K
|
74.7K
$3.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
SELL
|
- |
-2.55K- 9.97% |
$129K - $129K
|
23.1K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2.71K- 2.62% |
$137K - $137K
|
101K
$5.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.74K- 0.62% |
$138K - $139K
|
441K
$22.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.91K- 5.74% |
$147K - $148K
|
47.8K
$2.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.91K- 12.88% |
$147K - $148K
|
19.7K
$994K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2.99K- 3.18% |
$151K - $151K
|
90.8K
$4.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-3.05K- 2.24% |
$154K - $155K
|
133K
$6.69M
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-3.18K- 5.49% |
$160K - $161K
|
54.7K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.19K- 10.83% |
$161K - $162K
|
26.3K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.22K- 10.02% |
$163K - $163K
|
28.9K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.26K- 14.79% |
$165K - $165K
|
18.8K
$948K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.3K- 9.77% |
$167K - $167K
|
30.5K
$1.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.34K- 1.69% |
$169K - $169K
|
194K
$9.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.39K- 1.2% |
$171K - $172K
|
279K
$14.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.44K- 3.68% |
$174K - $174K
|
89.9K
$4.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.6K- 3.04% |
$182K - $183K
|
115K
$5.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-3.61KClosed |
$182K - $183K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.63K- 17.65% |
$183K - $184K
|
16.9K
$855K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.65K- 25.51% |
$184K - $185K
|
10.7K
$538K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 1.91% |
$185K - $185K
|
187K
$9.45M
|