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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62K+ 56.34% |
$132K - $132K
|
7.27K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.58K+ 3.09% |
$130K - $130K
|
86.1K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 12.36% |
$129K - $129K
|
23.2K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.54K+ 20.49% |
$128K - $128K
|
14.9K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.5K+ 13.25% |
$126K - $127K
|
21.4K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.34KNew |
$118K - $118K
|
2.34K
$118K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 5.64% |
$118K - $118K
|
43.8K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.4% |
$110K - $110K
|
51.7K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.11K+ 11.47% |
$106K - $107K
|
20.5K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.09K+ 35.16% |
$105K - $106K
|
8.04K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 2.39% |
$104K - $105K
|
88.7K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.05K+ 4.53% |
$103K - $104K
|
47.4K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 0.73% |
$103K - $103K
|
280K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 44.45% |
$101K - $101K
|
6.5K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2K+ 57.14% |
$101K - $101K
|
5.5K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 2.28% |
$101K - $101K
|
89.7K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
1.98K+ 1.26% |
$99.8K - $100K
|
159K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.95K+ 12.17% |
$98.2K - $98.6K
|
18K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 0.2% |
$96.2K - $96.6K
|
948K
$47.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.74K+ 13.37% |
$87.8K - $88.2K
|
14.8K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 21.22% |
$84K - $84.4K
|
9.52K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.6K+ 14.55% |
$80.6K - $81K
|
12.6K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 1.21% |
$80.6K - $81K
|
134K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.59K+ 0.89% |
$80.2K - $80.6K
|
181K
$9.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.57K+ 3.88% |
$78.9K - $79.2K
|
41.9K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.48K+ 3.49% |
$74.4K - $74.7K
|
43.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.35K+ 25.55% |
$68K - $68.3K
|
6.63K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 3.24% |
$67.2K - $67.5K
|
42.5K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.02% |
$66.1K - $66.4K
|
130K
$6.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 223.32% |
$63.7K - $64K
|
1.83K
$92.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$63.7K - $64K
|
1.26K
$63.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25K+ 22.58% |
$62.7K - $63K
|
6.76K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 18.52% |
$62K - $62.2K
|
7.87K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 13.15% |
$61.8K - $62K
|
10.6K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.21KNew |
$61.1K - $61.4K
|
1.21K
$61.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.2K+ 2.1% |
$60.5K - $60.8K
|
58.3K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.15K+ 7.77% |
$57.7K - $58K
|
15.9K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 14.93% |
$55.3K - $55.5K
|
8.44K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.08K+ 13.24% |
$54.4K - $54.6K
|
9.24K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1K+ 11.84% |
$50.5K - $50.7K
|
9.46K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1KNew |
$50.4K - $50.6K
|
1K
$50.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$50.4K - $50.6K
|
1K
$50.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
993New |
$50K - $50.2K
|
993
$50.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
979New |
$49.3K - $49.5K
|
979
$49.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
955+ 1.95% |
$48.1K - $48.3K
|
49.8K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
939New |
$47.3K - $47.5K
|
939
$47.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
912+ 5.13% |
$45.9K - $46.1K
|
18.7K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
887+ 2.91% |
$44.7K - $44.9K
|
31.3K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
835+ 9.78% |
$42.1K - $42.3K
|
9.37K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
783+ 25.4% |
$39.4K - $39.6K
|
3.87K
$195K
|