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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.3K- 15.64% |
$1.07M - $1.08M
|
115K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21.6K- 11.98% |
$1.09M - $1.09M
|
159K
$8.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.5K- 11.46% |
$1.13M - $1.14M
|
174K
$8.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-22.6K- 4.29% |
$1.14M - $1.14M
|
503K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22.9K- 66.8% |
$1.15M - $1.16M
|
11.4K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23.4K- 71.58% |
$1.18M - $1.18M
|
9.3K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-23.7K- 53.0% |
$1.19M - $1.2M
|
21K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 26.32% |
$1.2M - $1.2M
|
66.4K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-23.9K- 29.1% |
$1.21M - $1.21M
|
58.3K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.8K- 56.51% |
$1.25M - $1.26M
|
19.1K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-24.9K- 37.58% |
$1.25M - $1.26M
|
41.3K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.5K- 15.97% |
$1.38M - $1.39M
|
144K
$7.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 93.24% |
$1.52M - $1.53M
|
2.19K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-31.3K- 12.22% |
$1.58M - $1.58M
|
225K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.6K- 51.22% |
$1.74M - $1.75M
|
32.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.1K- 10.25% |
$1.77M - $1.77M
|
307K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-35.7K- 13.97% |
$1.8M - $1.81M
|
220K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-36.5K- 94.99% |
$1.84M - $1.85M
|
1.93K
$97.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-36.9K- 9.81% |
$1.86M - $1.87M
|
339K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-39.4K- 31.24% |
$1.98M - $1.99M
|
86.7K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41.1K- 54.69% |
$2.07M - $2.08M
|
34K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-41.2K- 60.07% |
$2.07M - $2.08M
|
27.4K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.2K- 7.66% |
$2.08M - $2.09M
|
497K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-44.5K- 13.76% |
$2.24M - $2.25M
|
279K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49.1K- 12.72% |
$2.47M - $2.48M
|
337K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50.5K- 56.93% |
$2.55M - $2.56M
|
38.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.7K- 22.31% |
$2.7M - $2.72M
|
187K
$9.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.2K- 54.16% |
$2.73M - $2.74M
|
45.9K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-62.5K- 21.32% |
$3.15M - $3.16M
|
231K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-65K- 17.94% |
$3.27M - $3.29M
|
297K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-65.7K- 14.6% |
$3.31M - $3.33M
|
385K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-71.8K- 18.24% |
$3.62M - $3.63M
|
322K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-72.7K- 74.37% |
$3.66M - $3.68M
|
25.1K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 3.22% |
$3.73M - $3.75M
|
2.23M
$113M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75.1K- 15.1% |
$3.78M - $3.8M
|
422K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-76.7K- 17.54% |
$3.86M - $3.88M
|
360K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-78.5K- 77.97% |
$3.95M - $3.97M
|
22.2K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-82K- 45.54% |
$4.13M - $4.15M
|
98K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83.8K- 99.63% |
$4.22M - $4.24M
|
312
$15.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-85.4K- 14.75% |
$4.3M - $4.32M
|
493K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-91.4K- 3.81% |
$4.6M - $4.62M
|
2.31M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-92K- 45.09% |
$4.63M - $4.65M
|
112K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95.1K- 97.91% |
$4.79M - $4.81M
|
2.04K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-95.6K- 33.93% |
$4.82M - $4.84M
|
186K
$9.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-96.6K- 75.32% |
$4.87M - $4.89M
|
31.7K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-97.3K- 13.4% |
$4.9M - $4.92M
|
629K
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-99.9K- 92.56% |
$5.03M - $5.06M
|
8.04K
$406K
|