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 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-16.4K- 7.14% |
$826K - $829K
|
213K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-16.6K- 11.55% |
$838K - $842K
|
127K
$6.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-16.8K- 44.65% |
$844K - $848K
|
20.8K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.9K- 11.67% |
$850K - $853K
|
128K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.2K- 37.88% |
$865K - $869K
|
28.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17.7K- 14.35% |
$890K - $894K
|
105K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 74.49% |
$928K - $933K
|
6.31K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.5K- 2.16% |
$930K - $934K
|
836K
$42.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.5K- 5.93% |
$930K - $934K
|
293K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19.3K- 30.77% |
$972K - $977K
|
43.4K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-19.4K- 7.29% |
$977K - $981K
|
247K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.8K- 9.93% |
$999K - $1M
|
180K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19.9K- 27.98% |
$1M - $1.01M
|
51.2K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.5K- 5.13% |
$1.03M - $1.04M
|
379K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.3K- 15.64% |
$1.07M - $1.08M
|
115K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21.6K- 11.98% |
$1.09M - $1.09M
|
159K
$8.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.5K- 11.46% |
$1.13M - $1.14M
|
174K
$8.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-22.6K- 4.29% |
$1.14M - $1.14M
|
503K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22.9K- 66.8% |
$1.15M - $1.16M
|
11.4K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23.4K- 71.58% |
$1.18M - $1.18M
|
9.3K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-23.7K- 53.0% |
$1.19M - $1.2M
|
21K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 26.32% |
$1.2M - $1.2M
|
66.4K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-23.9K- 29.1% |
$1.21M - $1.21M
|
58.3K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24.8K- 56.51% |
$1.25M - $1.26M
|
19.1K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-24.9K- 37.58% |
$1.25M - $1.26M
|
41.3K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.5K- 15.97% |
$1.38M - $1.39M
|
144K
$7.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 93.24% |
$1.52M - $1.53M
|
2.19K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-31.3K- 12.22% |
$1.58M - $1.58M
|
225K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.6K- 51.22% |
$1.74M - $1.75M
|
32.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.1K- 10.25% |
$1.77M - $1.77M
|
307K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-35.7K- 13.97% |
$1.8M - $1.81M
|
220K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-36.5K- 94.99% |
$1.84M - $1.85M
|
1.93K
$97.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-36.9K- 9.81% |
$1.86M - $1.87M
|
339K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-39.4K- 31.24% |
$1.98M - $1.99M
|
86.7K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41.1K- 54.69% |
$2.07M - $2.08M
|
34K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-41.2K- 60.07% |
$2.07M - $2.08M
|
27.4K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.2K- 7.66% |
$2.08M - $2.09M
|
497K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-44.5K- 13.76% |
$2.24M - $2.25M
|
279K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49.1K- 12.72% |
$2.47M - $2.48M
|
337K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50.5K- 56.93% |
$2.55M - $2.56M
|
38.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.7K- 22.31% |
$2.7M - $2.72M
|
187K
$9.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.2K- 54.16% |
$2.73M - $2.74M
|
45.9K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-62.5K- 21.32% |
$3.15M - $3.16M
|
231K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-65K- 17.94% |
$3.27M - $3.29M
|
297K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-65.7K- 14.6% |
$3.31M - $3.33M
|
385K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-71.8K- 18.24% |
$3.62M - $3.63M
|
322K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-72.7K- 74.37% |
$3.66M - $3.68M
|
25.1K
$1.27M
|