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 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-8.09K- 6.47% |
$407K - $409K
|
117K
$5.91M
|
|
|
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
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-8.67K- 7.2% |
$437K - $439K
|
112K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.85K- 11.14% |
$446K - $448K
|
70.6K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.91K- 1.26% |
$449K - $451K
|
699K
$35.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.95K- 50.07% |
$451K - $453K
|
8.93K
$451K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9K- 29.11% |
$453K - $455K
|
21.9K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-9.18K- 63.83% |
$462K - $465K
|
5.2K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-9.19K- 11.65% |
$463K - $465K
|
69.7K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.41K- 12.82% |
$474K - $476K
|
64K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.95K- 66.55% |
$501K - $504K
|
5K
$253K
|
|
|
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
$905K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-10.2K- 1.84% |
$514K - $516K
|
544K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.4K- 6.01% |
$523K - $526K
|
162K
$8.2M
|
|
|
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
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-10.7K- 67.17% |
$540K - $542K
|
5.24K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 2.17% |
$543K - $546K
|
487K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 15.53% |
$546K - $548K
|
58.9K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10.9K- 2.87% |
$550K - $553K
|
370K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.9K- 8.0% |
$551K - $554K
|
126K
$6.36M
|
|
|
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
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.4K- 1.5% |
$576K - $579K
|
750K
$37.9M
|
|
|
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
$7.06M
|
|
|
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
$5.14M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 29.03% |
$638K - $641K
|
31K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 3.07% |
$642K - $644K
|
402K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13K- 42.67% |
$655K - $658K
|
17.5K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 12.14% |
$659K - $662K
|
94.7K
$4.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.1K- 12.09% |
$660K - $663K
|
95.2K
$4.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13.3K- 10.5% |
$669K - $672K
|
113K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-13.4K- 14.84% |
$677K - $680K
|
77.1K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-13.7K- 5.62% |
$688K - $691K
|
229K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13.7K- 16.29% |
$690K - $693K
|
70.4K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-13.7K- 60.63% |
$692K - $695K
|
8.92K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.9K- 31.45% |
$698K - $702K
|
30.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-14K- 8.01% |
$703K - $707K
|
160K
$8.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.1K- 6.47% |
$709K - $712K
|
203K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 1.4% |
$733K - $737K
|
1.03M
$51.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.1K- 13.09% |
$758K - $762K
|
100K
$5.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15.1K- 4.18% |
$759K - $762K
|
345K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-16.3K- 6.06% |
$822K - $826K
|
253K
$12.8M
|