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 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
6.74M+ 244.33% |
$340M - $342M
|
9.5M
$480M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.92MNew |
$248M - $249M
|
4.92M
$248M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.78M+ 4750.09% |
$241M - $242M
|
4.88M
$246M
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.16MNew |
$109M - $109M
|
2.16M
$109M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.61M+ 673.27% |
$81.1M - $81.5M
|
1.85M
$93.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4MNew |
$70.5M - $70.9M
|
1.4M
$70.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.3M+ 5.45% |
$65.8M - $66.1M
|
25.2M
$1.27B
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.28M+ 461.98% |
$64.6M - $65M
|
1.56M
$78.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
903K+ 70.96% |
$45.6M - $45.8M
|
2.18M
$110M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
869K+ 2919.75% |
$43.8M - $44M
|
898K
$45.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
859K+ 204.17% |
$43.4M - $43.6M
|
1.28M
$64.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
765KNew |
$38.6M - $38.8M
|
765K
$38.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
662KNew |
$33.4M - $33.6M
|
662K
$33.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
652KNew |
$32.9M - $33M
|
652K
$32.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
647K+ 1135.74% |
$32.7M - $32.8M
|
704K
$35.6M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
626K+ 115.29% |
$31.6M - $31.7M
|
1.17M
$59.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
619K+ 117.79% |
$31.2M - $31.4M
|
1.14M
$57.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
551K+ 202.16% |
$27.8M - $28M
|
824K
$41.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
495K+ 3429.55% |
$25M - $25.1M
|
509K
$25.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
427K+ 654.79% |
$21.5M - $21.6M
|
492K
$24.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
344K+ 46.1% |
$17.4M - $17.4M
|
1.09M
$55.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
337KNew |
$17M - $17.1M
|
337K
$17M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
332KNew |
$16.8M - $16.8M
|
332K
$16.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
298K+ 2993.31% |
$15M - $15.1M
|
308K
$15.5M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
290KNew |
$14.6M - $14.7M
|
290K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
283KNew |
$14.3M - $14.3M
|
283K
$14.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
246K+ 151.83% |
$12.4M - $12.5M
|
408K
$20.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
211KNew |
$10.6M - $10.7M
|
211K
$10.7M
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
209KNew |
$10.6M - $10.6M
|
209K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207K+ 7.99% |
$10.4M - $10.5M
|
2.8M
$141M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
204K+ 128.97% |
$10.3M - $10.3M
|
362K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
202K+ 422.59% |
$10.2M - $10.2M
|
250K
$12.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
170KNew |
$8.6M - $8.64M
|
170K
$8.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
156K+ 56.74% |
$7.86M - $7.9M
|
430K
$21.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 52.83% |
$7.46M - $7.49M
|
428K
$21.6M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
145KNew |
$7.31M - $7.34M
|
145K
$7.31M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
145KNew |
$7.3M - $7.34M
|
145K
$7.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
143KNew |
$7.2M - $7.24M
|
143K
$7.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
139K+ 10.65% |
$7.01M - $7.04M
|
1.44M
$72.9M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
131KNew |
$6.61M - $6.65M
|
131K
$6.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
126KNew |
$6.35M - $6.38M
|
126K
$6.35M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124KNew |
$6.25M - $6.28M
|
124K
$6.26M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
123KNew |
$6.22M - $6.25M
|
123K
$6.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
121K+ 664.88% |
$6.1M - $6.13M
|
139K
$7.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
120KNew |
$6.03M - $6.06M
|
120K
$6.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
118KNew |
$5.97M - $6M
|
118K
$5.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
114KNew |
$5.74M - $5.77M
|
114K
$5.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106KNew |
$5.37M - $5.4M
|
106K
$5.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106K+ 2.69% |
$5.36M - $5.39M
|
4.05M
$205M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
106KNew |
$5.33M - $5.36M
|
106K
$5.34M
|