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 |
---|---|---|---|---|---|---|---|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.93K+ 2.13% |
$97.1K - $97.6K
|
92.7K
$4.68M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.93K+ 16.96% |
$96.7K - $97.2K
|
13.3K
$671K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.78K+ 1.52% |
$89.5K - $90K
|
119K
$6.03M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.75K+ 2.85% |
$87.8K - $88.3K
|
63.2K
$3.19M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 18.18% |
$85.5K - $86K
|
11.1K
$559K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.65K+ 17.49% |
$82.7K - $83.2K
|
11.1K
$559K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.59K+ 6.71% |
$79.6K - $80K
|
25.2K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.56K+ 10.4% |
$78.2K - $78.6K
|
16.5K
$835K
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.51K+ 28.01% |
$75.9K - $76.3K
|
6.91K
$349K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49KNew |
$74.7K - $75.1K
|
1.49K
$75.2K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.48K+ 10.09% |
$74.3K - $74.7K
|
16.1K
$815K
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.44K+ 21.89% |
$72.5K - $72.9K
|
8.04K
$406K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.44K+ 23.51% |
$72.5K - $72.9K
|
7.58K
$383K
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 4.27% |
$65.3K - $65.6K
|
31.8K
$1.6M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$64.8K - $65.1K
|
1.29K
$65.2K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.22K+ 14.38% |
$61.3K - $61.6K
|
9.7K
$490K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.2K+ 3.96% |
$60.1K - $60.4K
|
31.4K
$1.59M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 3.6% |
$59.6K - $59.9K
|
34.2K
$1.73M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.08K+ 5.54% |
$54.2K - $54.5K
|
20.6K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.04K+ 1.98% |
$52.1K - $52.4K
|
53.5K
$2.7M
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.03K+ 8.31% |
$51.9K - $52.2K
|
13.5K
$681K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
966New |
$48.5K - $48.8K
|
966
$48.8K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
915+ 4.61% |
$46K - $46.2K
|
20.8K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
900+ 9.82% |
$45.2K - $45.4K
|
10.1K
$508K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
895+ 11.78% |
$44.9K - $45.2K
|
8.5K
$429K
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
838+ 0.11% |
$42.1K - $42.3K
|
761K
$38.4M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
825+ 2.73% |
$41.4K - $41.7K
|
31K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
800+ 9.51% |
$40.2K - $40.4K
|
9.22K
$465K
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
760+ 0.61% |
$38.2K - $38.4K
|
125K
$6.34M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
728+ 1.39% |
$36.6K - $36.8K
|
53.1K
$2.68M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
720+ 3.28% |
$36.2K - $36.4K
|
22.7K
$1.15M
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
703+ 2.48% |
$35.3K - $35.5K
|
29K
$1.47M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
694+ 1.61% |
$34.9K - $35K
|
43.7K
$2.21M
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
691+ 4.73% |
$34.7K - $34.9K
|
15.3K
$774K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
678+ 6.56% |
$34K - $34.2K
|
11K
$556K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
650+ 5.29% |
$32.6K - $32.8K
|
12.9K
$653K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
621New |
$31.2K - $31.4K
|
621
$31.4K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
582+ 5.23% |
$29.2K - $29.4K
|
11.7K
$592K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
481+ 2.26% |
$24.2K - $24.3K
|
21.7K
$1.1M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
463+ 5.83% |
$23.3K - $23.4K
|
8.41K
$425K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
418+ 15.75% |
$21K - $21.1K
|
3.07K
$155K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
417New |
$20.9K - $21.1K
|
417
$21.1K
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
413+ 1.79% |
$20.7K - $20.9K
|
23.5K
$1.19M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
400New |
$20.1K - $20.2K
|
400
$20.2K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
374New |
$18.8K - $18.9K
|
374
$18.9K
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
372+ 1.15% |
$18.7K - $18.8K
|
32.8K
$1.66M
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
356New |
$17.9K - $18K
|
356
$18K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
350+ 2.7% |
$17.6K - $17.7K
|
13.3K
$672K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
332New |
$16.7K - $16.8K
|
332
$16.8K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 1.9% |
$15.1K - $15.1K
|
16.1K
$812K
|