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
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5K- 33.33% |
$252K - $253K
|
10K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.05K- 15.67% |
$255K - $256K
|
27.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.09K- 11.05% |
$256K - $258K
|
41K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.16K- 35.06% |
$260K - $261K
|
9.55K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5.17K- 4.0% |
$260K - $262K
|
124K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.21K- 27.74% |
$263K - $264K
|
13.6K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.24K- 6.6% |
$264K - $265K
|
74.2K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.27K- 28.69% |
$266K - $267K
|
13.1K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.35K- 17.13% |
$269K - $271K
|
25.9K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.46K- 4.13% |
$275K - $276K
|
127K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.48K- 5.65% |
$276K - $277K
|
91.5K
$4.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-5.72K- 16.85% |
$288K - $290K
|
28.2K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.21K- 9.26% |
$313K - $314K
|
60.8K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.47K- 7.02% |
$326K - $327K
|
85.7K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.77K- 7.37% |
$341K - $343K
|
85.1K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.89K- 1.39% |
$347K - $349K
|
487K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6.91K- 2.86% |
$348K - $349K
|
235K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.04K- 55.75% |
$355K - $356K
|
5.59K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.27K- 19.2% |
$366K - $368K
|
30.6K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-8.05K- 11.55% |
$406K - $407K
|
61.7K
$3.11M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-8.09K- 6.47% |
$407K - $409K
|
117K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.35K- 2.09% |
$421K - $423K
|
392K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8.39K- 17.42% |
$422K - $424K
|
39.8K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.47K- 31.18% |
$427K - $429K
|
18.7K
$943K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.85K- 11.14% |
$446K - $448K
|
70.6K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.95K- 50.07% |
$451K - $453K
|
8.93K
$450K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9K- 29.11% |
$453K - $455K
|
21.9K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-9.19K- 11.65% |
$463K - $465K
|
69.7K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.99K- 20.45% |
$503K - $505K
|
38.9K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-10.1K- 15.21% |
$508K - $511K
|
56.3K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 36.16% |
$511K - $514K
|
17.9K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-10.2K- 1.84% |
$514K - $516K
|
544K
$27.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-10.5K- 3.78% |
$529K - $531K
|
268K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.6K- 8.11% |
$536K - $538K
|
121K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-10.7K- 67.17% |
$540K - $542K
|
5.24K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 2.17% |
$543K - $546K
|
487K
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10.9K- 2.87% |
$550K - $553K
|
370K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-11.1K- 25.87% |
$558K - $561K
|
31.8K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.2K- 5.43% |
$563K - $565K
|
195K
$9.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.4K- 1.5% |
$576K - $579K
|
750K
$37.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-11.8K- 24.52% |
$593K - $595K
|
36.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.1K- 7.99% |
$612K - $615K
|
140K
$7.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.3K- 15.11% |
$620K - $623K
|
69.2K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 17.5% |
$631K - $634K
|
59.1K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12.6K- 11.01% |
$635K - $637K
|
102K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13K- 42.67% |
$655K - $658K
|
17.5K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 12.14% |
$659K - $662K
|
94.7K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.1K- 12.09% |
$660K - $663K
|
95.2K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13.3K- 10.5% |
$669K - $672K
|
113K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13.7K- 16.29% |
$690K - $693K
|
70.4K
$3.55M
|