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 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
42.4K+ 74.57% |
$2.14M - $2.15M
|
99.3K
$5.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
42.1K+ 9.98% |
$2.12M - $2.13M
|
464K
$23.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 13.29% |
$2.12M - $2.13M
|
357K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41.4KNew |
$2.09M - $2.1M
|
41.4K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.3K+ 57.79% |
$2.08M - $2.09M
|
113K
$5.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
40.4K+ 23.49% |
$2.04M - $2.05M
|
212K
$10.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
40K+ 26.15% |
$2.02M - $2.03M
|
193K
$9.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
39.7KNew |
$2M - $2.01M
|
39.7K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
39.5KNew |
$1.99M - $2M
|
39.5K
$1.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
39.2KNew |
$1.98M - $1.99M
|
39.2K
$1.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
39.2K+ 21.75% |
$1.98M - $1.99M
|
219K
$11.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.2KNew |
$1.98M - $1.99M
|
39.2K
$1.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
39.2K+ 8.81% |
$1.98M - $1.99M
|
483K
$24.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
37.5K+ 12.91% |
$1.89M - $1.9M
|
328K
$16.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
36.3K+ 9.76% |
$1.83M - $1.84M
|
408K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.7K+ 37.62% |
$1.8M - $1.81M
|
131K
$6.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35.6KNew |
$1.79M - $1.8M
|
35.6K
$1.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
35.4KNew |
$1.79M - $1.8M
|
35.4K
$1.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
35.3KNew |
$1.78M - $1.79M
|
35.3K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
34.6K+ 22.3% |
$1.75M - $1.75M
|
190K
$9.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
34.4K+ 11.49% |
$1.73M - $1.74M
|
333K
$16.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34.3K+ 4.99% |
$1.73M - $1.74M
|
722K
$36.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
33.7K+ 121.4% |
$1.7M - $1.71M
|
61.4K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
33.5K+ 15.09% |
$1.69M - $1.7M
|
256K
$12.9M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32.3KNew |
$1.63M - $1.64M
|
32.3K
$1.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
32.3KNew |
$1.63M - $1.64M
|
32.3K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32.2K+ 2.49% |
$1.63M - $1.63M
|
1.32M
$66.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
32.2KNew |
$1.62M - $1.63M
|
32.2K
$1.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
31.7K+ 13.48% |
$1.6M - $1.61M
|
267K
$13.5M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
31.4K+ 16.66% |
$1.58M - $1.59M
|
220K
$11.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
29.7K+ 501.2% |
$1.5M - $1.51M
|
35.6K
$1.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
29.2K+ 7.45% |
$1.47M - $1.48M
|
421K
$21.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
29.1K+ 0.81% |
$1.47M - $1.47M
|
3.6M
$182M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28.1K+ 8.32% |
$1.42M - $1.42M
|
365K
$18.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28K+ 10.91% |
$1.41M - $1.42M
|
285K
$14.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
27.7K+ 28.28% |
$1.4M - $1.41M
|
126K
$6.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27.7K+ 129.59% |
$1.4M - $1.4M
|
49K
$2.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 39.32% |
$1.39M - $1.39M
|
97.4K
$4.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
26.5K+ 67.47% |
$1.34M - $1.34M
|
65.7K
$3.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.1KNew |
$1.32M - $1.32M
|
26.1K
$1.32M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.28M - $1.29M
|
25.4K
$1.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.2K+ 10148.39% |
$1.27M - $1.28M
|
25.4K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24.4K+ 2.86% |
$1.23M - $1.24M
|
879K
$44.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
24.2K+ 25.95% |
$1.22M - $1.23M
|
118K
$5.94M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
24.2KNew |
$1.22M - $1.23M
|
24.2K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
23.7K+ 18.56% |
$1.2M - $1.2M
|
152K
$7.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
23.6KNew |
$1.19M - $1.2M
|
23.6K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
23.3K+ 30.49% |
$1.18M - $1.18M
|
99.7K
$5.04M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23.1KNew |
$1.17M - $1.17M
|
23.1K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
22.4KNew |
$1.13M - $1.14M
|
22.4K
$1.13M
|