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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
105KNew |
$5.32M - $5.34M
|
105K
$5.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
103K+ 225.08% |
$5.22M - $5.25M
|
149K
$7.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
101KNew |
$5.09M - $5.12M
|
101K
$5.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
96.6KNew |
$4.87M - $4.9M
|
96.6K
$4.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
96.3KNew |
$4.86M - $4.88M
|
96.3K
$4.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
94.4KNew |
$4.76M - $4.79M
|
94.4K
$4.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
91.2KNew |
$4.6M - $4.63M
|
91.2K
$4.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
90.8K+ 11.53% |
$4.58M - $4.6M
|
878K
$44.3M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
90.8KNew |
$4.58M - $4.6M
|
90.8K
$4.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
88.3K+ 26.91% |
$4.46M - $4.48M
|
417K
$21M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
88.2KNew |
$4.45M - $4.47M
|
88.2K
$4.45M
|
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
BUY
|
- |
86.1K+ 27.42% |
$4.35M - $4.37M
|
400K
$20.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
83.6KNew |
$4.22M - $4.24M
|
83.6K
$4.21M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
82.8K+ 75.43% |
$4.18M - $4.2M
|
193K
$9.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
78.8KNew |
$3.98M - $4M
|
78.8K
$3.97M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
78.8K+ 21.22% |
$3.98M - $4M
|
450K
$22.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
76.9K+ 85.28% |
$3.88M - $3.9M
|
167K
$8.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
76.2K+ 72.99% |
$3.85M - $3.87M
|
181K
$9.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
74.6K+ 21.82% |
$3.77M - $3.78M
|
417K
$21M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
73K+ 63.75% |
$3.68M - $3.7M
|
187K
$9.45M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
70.4K+ 15.32% |
$3.55M - $3.57M
|
530K
$26.7M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
69.7K+ 42.05% |
$3.52M - $3.54M
|
236K
$11.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
69.2KNew |
$3.49M - $3.51M
|
69.2K
$3.49M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
65.9KNew |
$3.32M - $3.34M
|
65.9K
$3.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
64.9K+ 22.55% |
$3.28M - $3.29M
|
353K
$17.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
63.8K+ 107.76% |
$3.22M - $3.23M
|
123K
$6.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63KNew |
$3.18M - $3.19M
|
63K
$3.17M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
62.7K+ 182.2% |
$3.16M - $3.18M
|
97.1K
$4.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
62.1K+ 15.41% |
$3.13M - $3.15M
|
465K
$23.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
59.4K+ 38.93% |
$3M - $3.01M
|
212K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
59KNew |
$2.98M - $2.99M
|
59K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58.6K+ 6.28% |
$2.96M - $2.97M
|
992K
$50M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
58.2K+ 91.14% |
$2.94M - $2.95M
|
122K
$6.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
57.8K+ 13.47% |
$2.92M - $2.93M
|
487K
$24.6M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.7K+ 17.86% |
$2.86M - $2.87M
|
374K
$18.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
53.7K+ 16.56% |
$2.71M - $2.72M
|
378K
$19M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52.4K+ 63.66% |
$2.64M - $2.65M
|
135K
$6.78M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
52.3KNew |
$2.64M - $2.65M
|
52.3K
$2.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
51.1KNew |
$2.58M - $2.59M
|
51.1K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.6K+ 8.46% |
$2.55M - $2.56M
|
648K
$32.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50.4K+ 35.99% |
$2.54M - $2.55M
|
190K
$9.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
50K+ 22.65% |
$2.52M - $2.54M
|
271K
$13.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
48.2KNew |
$2.43M - $2.44M
|
48.2K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
47.7K+ 8.71% |
$2.41M - $2.42M
|
596K
$30M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
47.1K+ 8.06% |
$2.38M - $2.39M
|
632K
$31.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46.1KNew |
$2.32M - $2.34M
|
46.1K
$2.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.3K+ 23.13% |
$2.24M - $2.25M
|
236K
$11.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.2K+ 21.74% |
$2.18M - $2.19M
|
242K
$12.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
43K+ 1931.13% |
$2.17M - $2.18M
|
45.2K
$2.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
42.7K+ 15.71% |
$2.16M - $2.17M
|
315K
$15.9M
|