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 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.9K+ 42.63% |
$803K - $807K
|
53.3K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.7K+ 64.66% |
$789K - $793K
|
39.9K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
15.6KNew |
$784K - $787K
|
15.6K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
15.6K+ 51.61% |
$783K - $787K
|
45.7K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15.5K+ 11.63% |
$781K - $785K
|
149K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5K+ 36.0% |
$781K - $785K
|
58.6K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
15KNew |
$757K - $760K
|
15K
$758K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
14.9K+ 7.18% |
$753K - $756K
|
223K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.5KNew |
$728K - $731K
|
14.5K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
14.2KNew |
$716K - $720K
|
14.2K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
13.9K+ 368.88% |
$701K - $704K
|
17.7K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13.9KNew |
$699K - $702K
|
13.9K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
13.8K+ 15.06% |
$694K - $697K
|
105K
$5.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
13.5K+ 3.13% |
$680K - $683K
|
444K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.5KNew |
$678K - $681K
|
13.5K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$667K - $670K
|
13.2K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
13.1K+ 2.49% |
$661K - $664K
|
541K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6K+ 17.9% |
$635K - $638K
|
83.1K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$629K - $631K
|
12.5K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 5.22% |
$628K - $631K
|
251K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.4K+ 7.76% |
$626K - $628K
|
172K
$8.7M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.3K+ 160.99% |
$617K - $620K
|
19.9K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 12.84% |
$616K - $619K
|
108K
$5.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.2KNew |
$613K - $616K
|
12.2K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.1K+ 7.36% |
$610K - $613K
|
177K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
12.1K+ 5.51% |
$607K - $610K
|
231K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12K+ 89.34% |
$605K - $607K
|
25.4K
$1.28M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12KNew |
$603K - $606K
|
12K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12K+ 7.08% |
$602K - $605K
|
181K
$9.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.8K+ 41.5% |
$594K - $597K
|
40.2K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
11.6KNew |
$582K - $585K
|
11.6K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
11.5K+ 1255.81% |
$577K - $580K
|
12.4K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 9.14% |
$575K - $578K
|
136K
$6.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
11.4K+ 41.01% |
$575K - $578K
|
39.3K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 24.61% |
$575K - $577K
|
57.8K
$2.92M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.4K+ 6.96% |
$574K - $577K
|
175K
$8.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 4.06% |
$562K - $564K
|
286K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11K+ 9.51% |
$555K - $558K
|
127K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
10.7K+ 7.27% |
$539K - $542K
|
158K
$7.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 13.79% |
$537K - $539K
|
88K
$4.44M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10.6K+ 9.84% |
$534K - $536K
|
118K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
10.5K+ 16.99% |
$529K - $531K
|
72.3K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.4K+ 67.66% |
$526K - $529K
|
25.9K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10.4K+ 7.88% |
$526K - $528K
|
143K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10.4K+ 13.47% |
$523K - $525K
|
87.5K
$4.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$520K - $522K
|
10.3K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.3KNew |
$519K - $522K
|
10.3K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$515K - $517K
|
10.2K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.1K+ 83.65% |
$510K - $512K
|
22.2K
$1.12M
|