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
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6.98K+ 12.64% |
$352K - $354K
|
62.2K
$3.14M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.61K+ 3.79% |
$333K - $335K
|
181K
$9.14M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.6KNew |
$333K - $334K
|
6.6K
$333K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.59K+ 5.84% |
$333K - $334K
|
120K
$6.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.4KNew |
$323K - $324K
|
6.4K
$323K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
6.39K+ 2.43% |
$323K - $324K
|
269K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.33K+ 11.22% |
$319K - $321K
|
62.7K
$3.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.28KNew |
$317K - $318K
|
6.28K
$317K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.27K+ 3.05% |
$317K - $318K
|
212K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.2K+ 30.39% |
$313K - $314K
|
26.6K
$1.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
6.05K+ 109.19% |
$305K - $307K
|
11.6K
$585K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.91K+ 24.83% |
$298K - $300K
|
29.7K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
5.89K+ 67.5% |
$297K - $299K
|
14.6K
$739K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 2.32% |
$295K - $297K
|
258K
$13M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
5.82K+ 5.7% |
$294K - $295K
|
108K
$5.45M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
5.8KNew |
$293K - $294K
|
5.8K
$293K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.74KNew |
$290K - $291K
|
5.74K
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$289K - $290K
|
5.73K
$289K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.68K+ 1.34% |
$287K - $288K
|
431K
$21.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
5.59K+ 2.76% |
$282K - $283K
|
208K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.55K+ 119.04% |
$280K - $281K
|
10.2K
$515K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.5KNew |
$278K - $279K
|
5.5K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.47K+ 3.76% |
$276K - $277K
|
151K
$7.62M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
5.4KNew |
$272K - $274K
|
5.4K
$273K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.37K+ 9.89% |
$271K - $272K
|
59.7K
$3.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.35KNew |
$270K - $271K
|
5.35K
$270K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
5.33K+ 14.13% |
$269K - $270K
|
43K
$2.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.3KNew |
$268K - $269K
|
5.3K
$268K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.23KNew |
$264K - $265K
|
5.23K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.18K+ 0.54% |
$262K - $263K
|
962K
$48.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
5.07K+ 0.78% |
$256K - $257K
|
654K
$33M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.07K+ 26.25% |
$256K - $257K
|
24.4K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.01KNew |
$253K - $254K
|
5.01K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 18.74% |
$243K - $244K
|
30.5K
$1.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
4.82K+ 8.7% |
$243K - $244K
|
60.2K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.79K+ 4.79% |
$241K - $243K
|
105K
$5.29M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
4.57K+ 4.19% |
$231K - $232K
|
114K
$5.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.48K+ 1.47% |
$226K - $227K
|
309K
$15.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.48K+ 3.23% |
$226K - $227K
|
143K
$7.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.26KNew |
$215K - $216K
|
4.26K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4.26KNew |
$215K - $216K
|
4.26K
$215K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.25KNew |
$214K - $215K
|
4.25K
$215K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.16K+ 2.29% |
$210K - $211K
|
186K
$9.39M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.15KNew |
$209K - $210K
|
4.15K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$204K - $205K
|
4.04K
$204K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
4.02KNew |
$203K - $204K
|
4.02K
$203K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4KNew |
$202K - $203K
|
4K
$202K
|