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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.77K+ 17.85% |
$190K - $191K
|
24.9K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.76K+ 1.39% |
$190K - $190K
|
275K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.75K+ 7.26% |
$189K - $190K
|
55.4K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.75K+ 26.09% |
$189K - $190K
|
18.1K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.69K+ 4.45% |
$186K - $187K
|
86.7K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 12.02% |
$184K - $185K
|
34.1K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
3.63K+ 7.16% |
$183K - $183K
|
54.2K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.54K+ 7.44% |
$178K - $179K
|
51.1K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.41K+ 0.58% |
$172K - $172K
|
588K
$29.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.2K+ 0.42% |
$161K - $162K
|
758K
$38.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.15K+ 13.37% |
$159K - $159K
|
26.7K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.06K+ 4.43% |
$154K - $155K
|
72K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3K+ 120.44% |
$151K - $152K
|
5.49K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.99K+ 6.56% |
$151K - $151K
|
48.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.88K+ 2.24% |
$145K - $146K
|
132K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 12.52% |
$143K - $143K
|
25.4K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
2.68K+ 9.63% |
$135K - $136K
|
30.5K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.66K+ 8.04% |
$134K - $134K
|
35.7K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62K+ 56.34% |
$132K - $132K
|
7.27K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.58K+ 3.09% |
$130K - $130K
|
86.1K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 12.36% |
$129K - $129K
|
23.2K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.54K+ 20.49% |
$128K - $128K
|
14.9K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.5K+ 13.25% |
$126K - $127K
|
21.4K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.34KNew |
$118K - $118K
|
2.34K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.4% |
$110K - $110K
|
51.7K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.11K+ 11.47% |
$106K - $107K
|
20.5K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.09K+ 35.16% |
$105K - $106K
|
8.04K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 2.39% |
$104K - $105K
|
88.7K
$4.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.05K+ 4.53% |
$103K - $104K
|
47.4K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 0.73% |
$103K - $103K
|
280K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 44.45% |
$101K - $101K
|
6.5K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2K+ 57.14% |
$101K - $101K
|
5.5K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 2.28% |
$101K - $101K
|
89.7K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
1.98K+ 1.26% |
$99.8K - $100K
|
159K
$8.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.95K+ 12.17% |
$98.2K - $98.6K
|
18K
$906K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 0.2% |
$96.2K - $96.6K
|
948K
$47.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.74K+ 13.37% |
$87.8K - $88.2K
|
14.8K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 21.22% |
$84K - $84.4K
|
9.52K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.6K+ 14.55% |
$80.6K - $81K
|
12.6K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 1.21% |
$80.6K - $81K
|
134K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
1.59K+ 0.89% |
$80.2K - $80.6K
|
181K
$9.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.57K+ 3.88% |
$78.9K - $79.2K
|
41.9K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.48K+ 3.49% |
$74.4K - $74.7K
|
43.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.35K+ 25.55% |
$68K - $68.3K
|
6.63K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 3.24% |
$67.2K - $67.5K
|
42.5K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.02% |
$66.1K - $66.4K
|
130K
$6.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$63.7K - $64K
|
1.26K
$63.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25K+ 22.58% |
$62.7K - $63K
|
6.76K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.23K+ 18.52% |
$62K - $62.2K
|
7.87K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 13.15% |
$61.8K - $62K
|
10.6K
$532K
|