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 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.01K+ 29.16% |
$454K - $456K
|
39.9K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
9K+ 25.42% |
$453K - $455K
|
44.4K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.96K+ 18.7% |
$451K - $453K
|
56.9K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.84K+ 4.42% |
$445K - $447K
|
209K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
8.76K+ 7.39% |
$441K - $443K
|
127K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.76K+ 4.41% |
$441K - $443K
|
207K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.69K+ 18.24% |
$438K - $440K
|
56.3K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.64K+ 13.85% |
$435K - $437K
|
71K
$3.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$432K - $434K
|
8.57K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.48K+ 89.34% |
$427K - $429K
|
18K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.37K+ 21.89% |
$421K - $423K
|
46.6K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.28K+ 25.11% |
$417K - $419K
|
41.2K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.27K+ 34.66% |
$416K - $418K
|
32.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$413K - $415K
|
8.2K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.17KNew |
$412K - $414K
|
8.17K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.08K+ 19.12% |
$407K - $409K
|
50.3K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8K+ 14.86% |
$403K - $405K
|
61.8K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.99K+ 4.51% |
$403K - $404K
|
185K
$9.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.88K+ 16.58% |
$397K - $399K
|
55.4K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.74K+ 16.3% |
$390K - $392K
|
55.2K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.72K+ 15.66% |
$389K - $391K
|
57K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
7.66K+ 5.95% |
$386K - $388K
|
136K
$6.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.43K+ 44.84% |
$374K - $376K
|
24K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.43K+ 3.09% |
$374K - $376K
|
248K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.41K+ 9.13% |
$373K - $375K
|
88.6K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$370K - $372K
|
7.34K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.33KNew |
$369K - $371K
|
7.33K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07K+ 3.48% |
$356K - $357K
|
210K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.03K+ 24.18% |
$354K - $356K
|
36.1K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.99K+ 1.87% |
$352K - $354K
|
380K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.93K+ 1.4% |
$349K - $351K
|
500K
$25.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.83KNew |
$344K - $345K
|
6.83K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.27K+ 23.87% |
$316K - $317K
|
32.5K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.05KNew |
$305K - $306K
|
6.05K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
6.03K+ 662.64% |
$304K - $305K
|
6.94K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.98KNew |
$301K - $303K
|
5.98K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.93K+ 4.56% |
$299K - $300K
|
136K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.87K+ 10.2% |
$296K - $297K
|
63.5K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
5.62KNew |
$283K - $284K
|
5.62K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.53KNew |
$278K - $280K
|
5.53K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.47K+ 37.75% |
$276K - $277K
|
20K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.44K+ 2.9% |
$274K - $275K
|
193K
$9.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5.36KNew |
$270K - $271K
|
5.36K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.29K+ 9.32% |
$266K - $268K
|
62K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2K+ 13.15% |
$262K - $263K
|
44.8K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 4.13% |
$260K - $261K
|
130K
$6.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.14K+ 37.07% |
$259K - $260K
|
19K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.06K+ 14.72% |
$255K - $256K
|
39.4K
$1.99M
|