Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
45.6K+ 55.12% |
$2.29M - $2.3M
|
128K
$6.49M
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
43.2K+ 709.29% |
$2.17M - $2.18M
|
49.3K
$2.49M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
41.3K+ 162.5% |
$2.07M - $2.09M
|
66.7K
$3.37M
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
40.5K+ 12.96% |
$2.03M - $2.04M
|
353K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40.3K+ 4.19% |
$2.02M - $2.03M
|
1M
$50.6M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
39.5KNew |
$1.99M - $2M
|
39.5K
$2M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
38.1K+ 367.82% |
$1.91M - $1.92M
|
48.5K
$2.45M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35.5K+ 7.66% |
$1.78M - $1.79M
|
499K
$25.2M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.3K+ 90.11% |
$1.77M - $1.78M
|
74.5K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
34.8K+ 8.15% |
$1.75M - $1.76M
|
462K
$23.4M
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
34.1K+ 22.14% |
$1.71M - $1.72M
|
188K
$9.5M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
33.7K+ 644.19% |
$1.69M - $1.7M
|
38.9K
$1.96M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.7KNew |
$1.64M - $1.65M
|
32.7K
$1.65M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
32.4K+ 24.83% |
$1.63M - $1.63M
|
163K
$8.22M
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
31.9K+ 3.63% |
$1.6M - $1.61M
|
910K
$46M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.7K+ 1.34% |
$1.59M - $1.6M
|
2.4M
$121M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
31.1K+ 6.43% |
$1.56M - $1.57M
|
514K
$26M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31K+ 4.96% |
$1.56M - $1.57M
|
657K
$33.2M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
30.8KNew |
$1.55M - $1.55M
|
30.8K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30K+ 184.39% |
$1.51M - $1.51M
|
46.3K
$2.34M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
29.8K+ 82.49% |
$1.5M - $1.51M
|
66K
$3.33M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
29.6K+ 24.04% |
$1.49M - $1.5M
|
153K
$7.72M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
28K+ 21.37% |
$1.41M - $1.41M
|
159K
$8.03M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.3K+ 121.17% |
$1.27M - $1.28M
|
46.2K
$2.33M
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
24.8K+ 76.58% |
$1.24M - $1.25M
|
57.1K
$2.88M
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.23M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.2K+ 27.04% |
$1.21M - $1.22M
|
113K
$5.73M
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
24.1K+ 8.84% |
$1.21M - $1.22M
|
297K
$15M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
23.8K+ 24.49% |
$1.19M - $1.2M
|
121K
$6.1M
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
22.9K+ 36.78% |
$1.15M - $1.16M
|
85.1K
$4.3M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
22.7KNew |
$1.14M - $1.15M
|
22.7K
$1.15M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.6K+ 212.53% |
$1.14M - $1.14M
|
33.3K
$1.68M
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
21.8K+ 4.1% |
$1.09M - $1.1M
|
552K
$27.9M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
21.6K+ 14.23% |
$1.08M - $1.09M
|
173K
$8.75M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
21.1K+ 30.47% |
$1.06M - $1.07M
|
90.5K
$4.57M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
20.8K+ 83.77% |
$1.05M - $1.05M
|
45.7K
$2.31M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
20.5K+ 273.01% |
$1.03M - $1.03M
|
28K
$1.41M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.3K+ 119.95% |
$1.02M - $1.03M
|
37.3K
$1.88M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20.2K+ 20.15% |
$1.01M - $1.02M
|
121K
$6.09M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.9KNew |
$998K - $1M
|
19.9K
$1M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.7K+ 23.5% |
$990K - $995K
|
104K
$5.23M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.7KNew |
$988K - $993K
|
19.7K
$994K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
19K+ 13.34% |
$957K - $962K
|
162K
$8.17M
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
18.9KNew |
$950K - $955K
|
18.9K
$956K
|
|
May 03, 2022
Q1 2022
|
Capital Management Corp
|
BUY
|
- |
18.9K+ 21.37% |
$948K - $953K
|
107K
$5.42M
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
18.7K+ 8.5% |
$937K - $942K
|
238K
$12M
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
18.1KNew |
$909K - $914K
|
18.1K
$915K
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
17K+ 14.92% |
$852K - $857K
|
131K
$6.6M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
16.7K+ 6.96% |
$841K - $845K
|
257K
$13M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.7K+ 42.63% |
$839K - $844K
|
55.9K
$2.82M
|