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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-251- 2.19% |
$12.6K - $12.7K
|
11.2K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-256- 0.53% |
$12.9K - $13K
|
48.5K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-277- 2.16% |
$14K - $14K
|
12.5K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-289- 1.88% |
$14.6K - $14.6K
|
15.1K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.91% |
$15.1K - $15.2K
|
10K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-301- 2.0% |
$15.2K - $15.2K
|
14.8K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-313- 0.19% |
$15.8K - $15.8K
|
168K
$8.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-353- 5.89% |
$17.8K - $17.9K
|
5.64K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-450- 0.52% |
$22.7K - $22.8K
|
86.4K
$4.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451- 1.04% |
$22.7K - $22.8K
|
42.7K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-455- 10.27% |
$22.9K - $23K
|
3.98K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-500- 5.78% |
$25.2K - $25.3K
|
8.16K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 7.1% |
$25.2K - $25.3K
|
6.55K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 4.17% |
$25.2K - $25.3K
|
11.5K
$582K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-510- 2.24% |
$25.7K - $25.8K
|
22.3K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-515- 10.6% |
$25.9K - $26.1K
|
4.34K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-522- 19.46% |
$26.3K - $26.4K
|
2.16K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-544- 9.57% |
$27.4K - $27.5K
|
5.14K
$260K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-573- 0.68% |
$28.9K - $29K
|
83.6K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-614- 83.77% |
$30.9K - $31.1K
|
119
$6.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-666- 2.22% |
$33.5K - $33.7K
|
29.3K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-683- 0.69% |
$34.4K - $34.6K
|
97.9K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-701- 43.79% |
$35.3K - $35.5K
|
900
$45.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-714- 42.17% |
$36K - $36.1K
|
979
$49.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-719- 0.2% |
$36.2K - $36.4K
|
356K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-750- 7.45% |
$37.8K - $38K
|
9.32K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-759- 3.1% |
$38.2K - $38.4K
|
23.7K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-796- 10.04% |
$40.1K - $40.3K
|
7.13K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-820- 0.59% |
$41.3K - $41.5K
|
138K
$7M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-820- 3.23% |
$41.3K - $41.5K
|
24.6K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-847- 2.89% |
$42.7K - $42.9K
|
28.5K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-858- 11.77% |
$43.2K - $43.4K
|
6.43K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-907- 2.83% |
$45.7K - $45.9K
|
31.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-961- 31.58% |
$48.4K - $48.6K
|
2.08K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.02K- 1.62% |
$51.2K - $51.4K
|
61.8K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 2.66% |
$56.4K - $56.7K
|
41K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 10.02% |
$63.2K - $63.5K
|
11.3K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.26K- 6.66% |
$63.3K - $63.6K
|
17.6K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.27K- 23.22% |
$63.7K - $64K
|
4.18K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.99% |
$67.8K - $68.2K
|
66.5K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.4K- 7.27% |
$70.6K - $70.9K
|
17.9K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.53K- 1.44% |
$77K - $77.4K
|
104K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.53K- 3.8% |
$77.2K - $77.6K
|
38.8K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 0.67% |
$79.5K - $79.8K
|
234K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.63K- 6.25% |
$82.1K - $82.5K
|
24.5K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.74K- 20.88% |
$87.8K - $88.2K
|
6.61K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 20.52% |
$91.4K - $91.8K
|
7.03K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-1.86K- 7.99% |
$93.5K - $93.9K
|
21.4K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.87K- 16.09% |
$94.4K - $94.8K
|
9.77K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.95K- 7.62% |
$98K - $98.5K
|
23.6K
$1.19M
|