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
|
West Oak Capital, LLC
|
BUY
|
- |
885K+ 2619.55% |
$44.6M - $44.8M
|
919K
$46.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
838K+ 11.21% |
$42.2M - $42.4M
|
8.32M
$420M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
581K+ 450.59% |
$29.3M - $29.4M
|
710K
$35.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
432KNew |
$21.7M - $21.8M
|
432K
$21.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
295K+ 335.51% |
$14.8M - $14.9M
|
383K
$19.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
225K+ 464.44% |
$11.3M - $11.4M
|
273K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
195K+ 33.42% |
$9.82M - $9.87M
|
779K
$39.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
194K+ 11.2% |
$9.75M - $9.8M
|
1.92M
$97.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
192K+ 99.77% |
$9.66M - $9.71M
|
384K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
183K+ 40.59% |
$9.23M - $9.27M
|
635K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
180K+ 8.89% |
$9.07M - $9.11M
|
2.2M
$111M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
170K+ 282.49% |
$8.57M - $8.61M
|
230K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
160K+ 83.51% |
$8.05M - $8.09M
|
351K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
150KNew |
$7.57M - $7.61M
|
150K
$7.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
140K+ 388.15% |
$7.08M - $7.11M
|
177K
$8.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
138K+ 14.63% |
$6.95M - $6.98M
|
1.08M
$54.6M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
118K+ 27.48% |
$5.94M - $5.96M
|
547K
$27.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
118K+ 59.87% |
$5.92M - $5.95M
|
314K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
111KNew |
$5.58M - $5.6M
|
111K
$5.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
103K+ 1.79% |
$5.2M - $5.22M
|
5.86M
$296M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
84KNew |
$4.23M - $4.25M
|
84K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
81.8K+ 24.27% |
$4.12M - $4.14M
|
419K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
80.2K+ 27.38% |
$4.04M - $4.06M
|
373K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
77.6K+ 22.75% |
$3.91M - $3.93M
|
419K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
77.4K+ 8.72% |
$3.9M - $3.91M
|
965K
$48.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
76KNew |
$3.83M - $3.84M
|
76K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
75.7KNew |
$3.81M - $3.83M
|
75.7K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
74.3K+ 18.5% |
$3.74M - $3.76M
|
476K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
73.6K+ 17.64% |
$3.71M - $3.72M
|
491K
$24.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
64.3KNew |
$3.24M - $3.26M
|
64.3K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
63.1K+ 4.57% |
$3.18M - $3.19M
|
1.44M
$73M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
59.9K+ 96.15% |
$3.02M - $3.03M
|
122K
$6.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
52.7K+ 21.98% |
$2.66M - $2.67M
|
293K
$14.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
47.9K+ 35.0% |
$2.41M - $2.43M
|
185K
$9.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.5K+ 115.86% |
$2.39M - $2.41M
|
88.6K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6K+ 43.64% |
$2.3M - $2.31M
|
150K
$7.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45.4K+ 17.17% |
$2.29M - $2.3M
|
310K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 11.2% |
$2.26M - $2.27M
|
445K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
42.7K+ 71.21% |
$2.15M - $2.16M
|
103K
$5.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
41.4K+ 10.01% |
$2.09M - $2.1M
|
455K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
39.9K+ 191.54% |
$2.01M - $2.02M
|
60.8K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.6KNew |
$1.99M - $2M
|
39.6K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
37.3KNew |
$1.88M - $1.89M
|
37.3K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
37.1K+ 14.41% |
$1.87M - $1.88M
|
294K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 7.95% |
$1.86M - $1.86M
|
500K
$25.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35K+ 235.53% |
$1.76M - $1.77M
|
49.9K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
33.8K+ 2.14% |
$1.7M - $1.71M
|
1.61M
$81.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
29.4K+ 16.01% |
$1.48M - $1.49M
|
213K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
29.2K+ 50.98% |
$1.47M - $1.48M
|
86.5K
$4.37M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$1.37M - $1.38M
|
27.3K
$1.38M
|