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 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
33.9K+ 12.21% |
$1.71M - $1.71M
|
311K
$15.7M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
33.8K+ 2.14% |
$1.7M - $1.71M
|
1.61M
$81.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1K+ 36.59% |
$1.67M - $1.68M
|
124K
$6.24M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
33K+ 321.49% |
$1.66M - $1.67M
|
43.3K
$2.18M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.1K+ 11.59% |
$1.62M - $1.63M
|
309K
$15.6M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
30.6KNew |
$1.54M - $1.55M
|
30.6K
$1.54M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
29.8K+ 18.84% |
$1.5M - $1.51M
|
188K
$9.48M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.8K+ 25.71% |
$1.5M - $1.51M
|
145K
$7.34M
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
29.4K+ 16.01% |
$1.48M - $1.49M
|
213K
$10.7M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
29.2K+ 50.98% |
$1.47M - $1.48M
|
86.5K
$4.36M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
27.9K+ 70.67% |
$1.4M - $1.41M
|
67.3K
$3.39M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
27.8K+ 56.88% |
$1.4M - $1.41M
|
76.8K
$3.87M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$1.37M - $1.38M
|
27.3K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.1K+ 36.64% |
$1.37M - $1.37M
|
101K
$5.1M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
26.4K+ 84.45% |
$1.33M - $1.34M
|
57.8K
$2.91M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26K+ 18.72% |
$1.31M - $1.32M
|
165K
$8.32M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25.7K+ 5.98% |
$1.3M - $1.3M
|
456K
$23M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.7K+ 4.27% |
$1.3M - $1.3M
|
628K
$31.6M
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
25.3K+ 14.52% |
$1.28M - $1.28M
|
200K
$10.1M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24.5K+ 33.49% |
$1.23M - $1.24M
|
97.5K
$4.92M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 23.31% |
$1.23M - $1.23M
|
129K
$6.5M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
24.4K+ 163.16% |
$1.23M - $1.23M
|
39.3K
$1.98M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.6K+ 17.32% |
$1.19M - $1.19M
|
160K
$8.05M
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.4K+ 2.15% |
$1.18M - $1.19M
|
1.11M
$56.2M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
22.7K+ 117.99% |
$1.14M - $1.15M
|
42K
$2.12M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
22.7K+ 246.98% |
$1.14M - $1.15M
|
31.9K
$1.61M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
22.4K+ 12.68% |
$1.13M - $1.13M
|
199K
$10.1M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.4K+ 68.89% |
$1.13M - $1.13M
|
54.8K
$2.76M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.3K+ 575.62% |
$1.13M - $1.13M
|
26.2K
$1.32M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
22.1K+ 27.22% |
$1.11M - $1.12M
|
103K
$5.2M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
21.7KNew |
$1.1M - $1.1M
|
21.7K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21.5K+ 1.69% |
$1.08M - $1.09M
|
1.29M
$64.9M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21.1K+ 40.52% |
$1.07M - $1.07M
|
73.3K
$3.7M
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20K+ 42.12% |
$1.01M - $1.01M
|
67.5K
$3.41M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
19.1K+ 11.59% |
$963K - $968K
|
184K
$9.28M
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
19.1K+ 376.28% |
$960K - $964K
|
24.1K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18.8K+ 17.11% |
$949K - $953K
|
129K
$6.5M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
18.5K+ 12.91% |
$930K - $934K
|
161K
$8.14M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
18K+ 36.74% |
$906K - $910K
|
67K
$3.38M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 9.04% |
$903K - $907K
|
216K
$10.9M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17.7K+ 169.05% |
$891K - $895K
|
28.1K
$1.42M
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
17.6K+ 5.7% |
$887K - $891K
|
326K
$16.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 14.45% |
$876K - $880K
|
138K
$6.95M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
17.4K+ 44.83% |
$875K - $879K
|
56.1K
$2.83M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 8.98% |
$868K - $872K
|
209K
$10.5M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.1K+ 12.8% |
$859K - $863K
|
150K
$7.58M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
17K+ 19.42% |
$857K - $861K
|
105K
$5.28M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
16.7K+ 2.13% |
$842K - $845K
|
802K
$40.4M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.9K+ 42.63% |
$803K - $807K
|
53.3K
$2.69M
|