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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.2KNew |
$615K - $618K
|
12.2K
$615K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.9K+ 101.21% |
$601K - $603K
|
23.7K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
11.9K+ 19.48% |
$599K - $602K
|
72.8K
$3.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.8K+ 56.97% |
$595K - $598K
|
32.5K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.04% |
$582K - $585K
|
241K
$12.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11.3KNew |
$572K - $575K
|
11.3K
$572K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.3K+ 15.94% |
$572K - $574K
|
82.4K
$4.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
11.3K+ 16.87% |
$572K - $574K
|
78.5K
$3.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$561K - $563K
|
11.1K
$561K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
11KNew |
$556K - $559K
|
11K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9K+ 43.01% |
$549K - $552K
|
36.2K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
10.8KNew |
$544K - $547K
|
10.8K
$545K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
10.6K+ 53.97% |
$534K - $536K
|
30.2K
$1.52M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$530K - $532K
|
10.5K
$530K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4K+ 2.02% |
$525K - $528K
|
525K
$26.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.4KNew |
$525K - $527K
|
10.4K
$525K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 17.38% |
$520K - $523K
|
69.6K
$3.52M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.1K+ 13.35% |
$508K - $510K
|
85.4K
$4.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
10KNew |
$507K - $509K
|
10K
$507K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
10K+ 46.62% |
$507K - $509K
|
31.6K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
9.88KNew |
$498K - $501K
|
9.88K
$499K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
9.69K+ 7.09% |
$489K - $491K
|
146K
$7.39M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.69K+ 7.09% |
$489K - $491K
|
146K
$7.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
9.36K+ 17.22% |
$472K - $475K
|
63.7K
$3.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
9.32K+ 6.92% |
$470K - $472K
|
144K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.12K+ 5.8% |
$460K - $462K
|
166K
$8.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.98KNew |
$453K - $455K
|
8.98K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.97KNew |
$453K - $455K
|
8.97K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8.6KNew |
$434K - $436K
|
8.6K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.48KNew |
$428K - $430K
|
8.48K
$429K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
8.25KNew |
$416K - $418K
|
8.25K
$417K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
8.24KNew |
$416K - $418K
|
8.24K
$416K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
8.21K+ 2.27% |
$414K - $416K
|
370K
$18.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
8.16K+ 11.72% |
$412K - $414K
|
77.7K
$3.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
8.13K+ 4.99% |
$410K - $412K
|
171K
$8.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.1K+ 8.46% |
$409K - $411K
|
104K
$5.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
8K+ 37.21% |
$404K - $406K
|
29.5K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8KNew |
$404K - $406K
|
8K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.91KNew |
$399K - $401K
|
7.91K
$400K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.81K+ 3.47% |
$394K - $396K
|
233K
$11.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 14.63% |
$386K - $388K
|
59.9K
$3.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
7.64K+ 6.39% |
$386K - $387K
|
127K
$6.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.55KNew |
$381K - $383K
|
7.55K
$381K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
7.51KNew |
$379K - $381K
|
7.51K
$379K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
7.5KNew |
$378K - $380K
|
7.5K
$379K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
7.49K+ 4.86% |
$378K - $380K
|
162K
$8.16M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
7.23K+ 1.5% |
$365K - $366K
|
489K
$24.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
7.13K+ 2.33% |
$360K - $361K
|
313K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.11K+ 0.96% |
$359K - $360K
|
745K
$37.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.03KNew |
$355K - $357K
|
7.03K
$355K
|