Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-847- 2.89% |
$42.7K - $42.9K
|
28.5K
$1.44M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-858- 11.77% |
$43.2K - $43.4K
|
6.43K
$324K
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-904- 4.07% |
$45.5K - $45.7K
|
21.3K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-907- 2.83% |
$45.7K - $45.9K
|
31.2K
$1.57M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-961- 31.58% |
$48.4K - $48.6K
|
2.08K
$105K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-983- 1.12% |
$49.5K - $49.7K
|
87.1K
$4.39M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.02K- 1.62% |
$51.2K - $51.4K
|
61.8K
$3.12M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 2.66% |
$56.4K - $56.7K
|
41K
$2.07M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 49.67% |
$57.1K - $57.4K
|
1.15K
$57.9K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.15K- 6.71% |
$58.1K - $58.4K
|
16.1K
$809K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 10.02% |
$63.2K - $63.5K
|
11.3K
$568K
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.26K- 6.66% |
$63.3K - $63.6K
|
17.6K
$888K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.27K- 23.22% |
$63.7K - $64K
|
4.18K
$211K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.99% |
$67.8K - $68.2K
|
66.5K
$3.35M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.39K- 11.6% |
$70.1K - $70.4K
|
10.6K
$535K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.4K- 7.27% |
$70.6K - $70.9K
|
17.9K
$901K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.51K- 7.94% |
$76.2K - $76.6K
|
17.5K
$884K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.53K- 1.44% |
$77K - $77.4K
|
104K
$5.27M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.53K- 3.8% |
$77.2K - $77.6K
|
38.8K
$1.96M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 0.67% |
$79.5K - $79.8K
|
234K
$11.8M
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.58K- 2.98% |
$79.5K - $79.9K
|
51.4K
$2.59M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.63K- 6.25% |
$82.1K - $82.5K
|
24.5K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.74K- 20.88% |
$87.8K - $88.2K
|
6.61K
$333K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.75K- 1.58% |
$88K - $88.4K
|
109K
$5.48M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.81K- 16.97% |
$91.3K - $91.7K
|
8.87K
$447K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 20.52% |
$91.4K - $91.8K
|
7.03K
$354K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-1.86K- 7.99% |
$93.5K - $93.9K
|
21.4K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.87K- 9.58% |
$94K - $94.5K
|
17.6K
$888K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.87K- 16.09% |
$94.4K - $94.8K
|
9.77K
$493K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.95K- 7.62% |
$98K - $98.5K
|
23.6K
$1.19M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.97K- 50.98% |
$99.1K - $99.5K
|
1.89K
$95.4K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.01K- 6.55% |
$101K - $102K
|
28.6K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.02K- 2.53% |
$102K - $102K
|
77.9K
$3.93M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.03K- 3.68% |
$102K - $103K
|
53.1K
$2.68M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.08K- 3.98% |
$105K - $105K
|
50.1K
$2.53M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.08K- 16.21% |
$105K - $105K
|
10.7K
$542K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.09K- 6.5% |
$105K - $106K
|
30.1K
$1.52M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 9.83% |
$108K - $109K
|
19.7K
$995K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.16K- 7.67% |
$109K - $109K
|
26K
$1.31M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.19K- 16.38% |
$110K - $111K
|
11.2K
$563K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 1.73% |
$111K - $112K
|
126K
$6.33M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.23K- 0.54% |
$112K - $113K
|
406K
$20.5M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.23K- 49.14% |
$113K - $113K
|
2.31K
$117K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.32K- 5.83% |
$117K - $117K
|
37.5K
$1.89M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.38K- 5.3% |
$120K - $121K
|
42.6K
$2.15M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.62K- 37.65% |
$132K - $133K
|
4.34K
$219K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.7K- 1.34% |
$136K - $137K
|
199K
$10M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.75K- 50.38% |
$139K - $139K
|
2.71K
$137K
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-2.75K- 10.18% |
$139K - $139K
|
24.3K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.82K- 55.99% |
$142K - $143K
|
2.22K
$112K
|