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 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
84KNew |
$4.23M - $4.25M
|
84K
$4.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
81.9KNew |
$4.12M - $4.14M
|
81.9K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
81.8K+ 24.27% |
$4.12M - $4.14M
|
419K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
80.2K+ 27.38% |
$4.04M - $4.06M
|
373K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
77.6K+ 22.75% |
$3.91M - $3.93M
|
419K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
77.4K+ 8.72% |
$3.9M - $3.91M
|
965K
$48.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
76.4KNew |
$3.85M - $3.87M
|
76.4K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
76KNew |
$3.83M - $3.84M
|
76K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
75.7KNew |
$3.81M - $3.83M
|
75.7K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
74.3K+ 18.5% |
$3.74M - $3.76M
|
476K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
73.8K+ 4060.04% |
$3.72M - $3.73M
|
75.6K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
73.6K+ 17.64% |
$3.71M - $3.72M
|
491K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.1K+ 4.2% |
$3.68M - $3.7M
|
1.81M
$91.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
72.8KNew |
$3.67M - $3.69M
|
72.8K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
69.8KNew |
$3.52M - $3.53M
|
69.8K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66K+ 9.39% |
$3.33M - $3.34M
|
769K
$38.8M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
65.5K+ 27.21% |
$3.3M - $3.31M
|
306K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
64.4K+ 265.1% |
$3.24M - $3.26M
|
88.7K
$4.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
64.3KNew |
$3.24M - $3.26M
|
64.3K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
63.1K+ 4.57% |
$3.18M - $3.19M
|
1.44M
$72.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
59.9K+ 96.15% |
$3.02M - $3.03M
|
122K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58.3KNew |
$2.93M - $2.95M
|
58.3K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56.8K+ 5.44% |
$2.86M - $2.87M
|
1.1M
$55.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
55.3KNew |
$2.79M - $2.8M
|
55.3K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
54.3K+ 12.24% |
$2.74M - $2.75M
|
498K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54KNew |
$2.72M - $2.73M
|
54K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
52.7K+ 21.98% |
$2.66M - $2.67M
|
293K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.1K+ 263.66% |
$2.63M - $2.64M
|
71.9K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
49K+ 25.92% |
$2.47M - $2.48M
|
238K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
48.7K+ 55.65% |
$2.45M - $2.46M
|
136K
$6.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48.2K+ 867.91% |
$2.43M - $2.44M
|
53.8K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
47.9K+ 35.0% |
$2.41M - $2.43M
|
185K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47.8K+ 252.92% |
$2.41M - $2.42M
|
66.7K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.5K+ 115.86% |
$2.39M - $2.41M
|
88.6K
$4.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46.9KNew |
$2.36M - $2.38M
|
46.9K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6K+ 43.64% |
$2.3M - $2.31M
|
150K
$7.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45.4K+ 17.17% |
$2.29M - $2.3M
|
310K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 11.2% |
$2.26M - $2.27M
|
445K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
42.7K+ 71.21% |
$2.15M - $2.16M
|
103K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
41.4K+ 10.01% |
$2.09M - $2.1M
|
455K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
39.9K+ 191.54% |
$2.01M - $2.02M
|
60.8K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.6KNew |
$1.99M - $2M
|
39.6K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39.1KNew |
$1.97M - $1.98M
|
39.1K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
37.3KNew |
$1.88M - $1.89M
|
37.3K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
37.1K+ 14.41% |
$1.87M - $1.88M
|
294K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 7.95% |
$1.86M - $1.86M
|
500K
$25.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.8K+ 28.1% |
$1.85M - $1.86M
|
168K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35K+ 235.53% |
$1.76M - $1.77M
|
49.9K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
34.9K+ 12.36% |
$1.76M - $1.76M
|
317K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
34.6K+ 11.32% |
$1.74M - $1.75M
|
340K
$17.1M
|