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
|
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
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
7.33KNew |
$369K - $371K
|
7.33K
$370K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.25KNew |
$365K - $367K
|
7.25K
$366K
|
|
|
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
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.83KNew |
$344K - $345K
|
6.83K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
6.74K+ 1.49% |
$340K - $341K
|
458K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.57K+ 8.39% |
$331K - $332K
|
84.8K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
6.48KNew |
$326K - $328K
|
6.48K
$327K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
6.01K+ 13.82% |
$303K - $304K
|
49.5K
$2.5M
|
|
|
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
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.93K+ 4.56% |
$299K - $300K
|
136K
$6.87M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
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
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.46K+ 7.42% |
$275K - $276K
|
79.1K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.44K+ 2.9% |
$274K - $275K
|
193K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.43KNew |
$274K - $275K
|
5.43K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5.36KNew |
$270K - $271K
|
5.36K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$267K - $269K
|
5.31K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31K+ 0.35% |
$267K - $268K
|
1.5M
$76M
|
|
|
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 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.16KNew |
$260K - $261K
|
5.16K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 4.13% |
$260K - $261K
|
130K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.14K+ 37.07% |
$259K - $260K
|
19K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.06K+ 14.72% |
$255K - $256K
|
39.4K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.98KNew |
$251K - $252K
|
4.98K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.96KNew |
$250K - $251K
|
4.96K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.94K+ 4.12% |
$249K - $250K
|
125K
$6.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.89K+ 18.22% |
$246K - $247K
|
31.7K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.87KNew |
$245K - $246K
|
4.87K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.83K+ 3.88% |
$243K - $244K
|
129K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.8KNew |
$242K - $243K
|
4.8K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.76K+ 10.06% |
$240K - $241K
|
52.1K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.73KNew |
$238K - $239K
|
4.73K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.71KNew |
$237K - $239K
|
4.71K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 77.85% |
$237K - $238K
|
10.8K
$544K
|