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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 3.22% |
$3.73M - $3.75M
|
2.23M
$113M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75.1K- 15.1% |
$3.78M - $3.8M
|
422K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-76.7K- 17.54% |
$3.86M - $3.88M
|
360K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-78.5K- 77.97% |
$3.95M - $3.97M
|
22.2K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-82K- 45.54% |
$4.13M - $4.15M
|
98K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83.8K- 99.63% |
$4.22M - $4.24M
|
312
$15.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-85.4K- 14.75% |
$4.3M - $4.32M
|
493K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-91.4K- 3.81% |
$4.6M - $4.62M
|
2.31M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-92K- 45.09% |
$4.63M - $4.65M
|
112K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95.1K- 97.91% |
$4.79M - $4.81M
|
2.04K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-95.6K- 33.93% |
$4.82M - $4.84M
|
186K
$9.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-96.6K- 75.32% |
$4.87M - $4.89M
|
31.7K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-97.3K- 13.4% |
$4.9M - $4.92M
|
629K
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-99.9K- 92.56% |
$5.03M - $5.06M
|
8.04K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-101K- 82.8% |
$5.07M - $5.09M
|
20.9K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-106K- 26.24% |
$5.35M - $5.37M
|
298K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110K- 52.61% |
$5.56M - $5.59M
|
99.5K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-118K- 57.18% |
$5.92M - $5.95M
|
88K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-122K- 62.77% |
$6.13M - $6.16M
|
72.2K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-134K- 66.16% |
$6.74M - $6.77M
|
68.4K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-141K- 23.02% |
$7.1M - $7.14M
|
472K
$23.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-157K- 33.53% |
$7.9M - $7.94M
|
311K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-169K- 12.25% |
$8.5M - $8.54M
|
1.21M
$61M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-207K- 40.37% |
$10.4M - $10.5M
|
306K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-218K- 89.4% |
$11M - $11M
|
25.9K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-281K- 50.65% |
$14.2M - $14.2M
|
274K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-285K- 75.08% |
$14.3M - $14.4M
|
94.5K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-298K- 94.95% |
$15M - $15.1M
|
15.8K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-309K- 42.56% |
$15.6M - $15.6M
|
417K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-310K- 49.7% |
$15.6M - $15.7M
|
313K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-337K- 14.29% |
$17M - $17M
|
2.02M
$102M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361K- 11.9% |
$18.2M - $18.2M
|
2.67M
$135M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-411K- 85.95% |
$20.7M - $20.8M
|
67.1K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-515K- 83.07% |
$25.9M - $26.1M
|
105K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-740K- 48.12% |
$37.3M - $37.4M
|
798K
$40.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-877K- 95.42% |
$44.2M - $44.4M
|
42.1K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.64M- 2.91% |
$82.8M - $83.2M
|
54.8M
$2.77B
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.62M- 19.26% |
$132M - $133M
|
11M
$554M
|