Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-99.5K- 24.13% |
$4.98M - $5M
|
313K
$15.8M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-101K- 20.83% |
$5.06M - $5.08M
|
384K
$19.4M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-104K- 14.49% |
$5.23M - $5.25M
|
616K
$31.1M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106K- 95.08% |
$5.29M - $5.31M
|
5.46K
$276K
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-108K- 43.58% |
$5.38M - $5.41M
|
139K
$7.03M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-110K- 17.28% |
$5.52M - $5.55M
|
528K
$26.7M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-114K- 26.44% |
$5.73M - $5.75M
|
318K
$16.1M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-118K- 28.05% |
$5.91M - $5.93M
|
303K
$15.3M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-119K- 47.99% |
$5.95M - $5.98M
|
129K
$6.51M
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-122K- 43.64% |
$6.12M - $6.15M
|
158K
$7.98M
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-134K- 47.44% |
$6.71M - $6.74M
|
148K
$7.5M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-135K- 26.25% |
$6.75M - $6.77M
|
379K
$19.1M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-141KClosed |
$7.05M - $7.08M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-141KClosed |
$7.05M - $7.08M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150K- 13.31% |
$7.53M - $7.56M
|
979K
$49.4M
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-152KClosed |
$7.61M - $7.64M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-158K- 92.55% |
$7.9M - $7.93M
|
12.7K
$642K
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-175K- 45.88% |
$8.74M - $8.78M
|
206K
$10.4M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-177K- 79.85% |
$8.89M - $8.92M
|
44.8K
$2.26M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-187KClosed |
$9.34M - $9.38M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-188K- 99.54% |
$9.43M - $9.47M
|
873
$44.1K
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-193K- 34.91% |
$9.65M - $9.69M
|
359K
$18.2M
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-193K- 65.38% |
$9.67M - $9.71M
|
102K
$5.17M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-213K- 32.36% |
$10.6M - $10.7M
|
445K
$22.5M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-213KClosed |
$10.7M - $10.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-236K- 85.27% |
$11.8M - $11.9M
|
40.8K
$2.06M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-253K- 83.58% |
$12.6M - $12.7M
|
49.6K
$2.51M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-260KClosed |
$13M - $13.1M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-272K- 30.75% |
$13.6M - $13.7M
|
612K
$30.9M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-272K- 23.42% |
$13.6M - $13.7M
|
889K
$44.9M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-273K- 88.31% |
$13.7M - $13.7M
|
36.1K
$1.83M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-418K- 29.95% |
$20.9M - $21M
|
978K
$49.4M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-447KClosed |
$22.4M - $22.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-451K- 59.32% |
$22.6M - $22.7M
|
310K
$15.6M
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-452K- 98.37% |
$22.6M - $22.7M
|
7.51K
$379K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-463K- 6.99% |
$23.2M - $23.3M
|
6.16M
$311M
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-532K- 68.21% |
$26.6M - $26.8M
|
248K
$12.5M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-596K- 27.29% |
$29.8M - $29.9M
|
1.59M
$80.2M
|
|
Aug 04, 2022
Q2 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-641K- 63.15% |
$32.1M - $32.2M
|
374K
$18.9M
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-739K- 53.17% |
$37M - $37.1M
|
651K
$32.9M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-779K- 64.32% |
$39M - $39.2M
|
432K
$21.8M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-811K- 50.06% |
$40.6M - $40.8M
|
809K
$40.9M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-866K- 21.59% |
$43.4M - $43.5M
|
3.15M
$159M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.03M- 44.34% |
$102M - $102M
|
2.55M
$129M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.18M- 99.53% |
$159M - $160M
|
15.2K
$766K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.31M- 99.8% |
$216M - $217M
|
8.66K
$438K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.91MClosed |
$396M - $397M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.31M- 89.95% |
$416M - $418M
|
928K
$46.9M
|