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
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.98K+ 42.46% |
$150K - $151K
|
10K
$505K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.96K+ 4.8% |
$149K - $150K
|
64.5K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.92K+ 12.05% |
$147K - $148K
|
27.2K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.88K+ 2.24% |
$145K - $146K
|
132K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 12.52% |
$143K - $143K
|
25.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 9.76% |
$139K - $140K
|
31.1K
$1.57M
|
|
|
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
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6K+ 32.08% |
$131K - $131K
|
10.7K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.58K+ 3.09% |
$130K - $130K
|
86.1K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 12.36% |
$129K - $129K
|
23.2K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.54K+ 2.39% |
$128K - $128K
|
108K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.54K+ 20.49% |
$128K - $128K
|
14.9K
$753K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.34K+ 5.64% |
$118K - $118K
|
43.8K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.31K+ 35.42% |
$117K - $117K
|
8.85K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.27K+ 0.8% |
$114K - $115K
|
287K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.26K+ 2.53% |
$114K - $114K
|
91.6K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.19K+ 24.33% |
$111K - $111K
|
11.2K
$566K
|
|
|
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
$406K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.07K+ 15.39% |
$104K - $105K
|
15.5K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 2.39% |
$104K - $105K
|
88.7K
$4.48M
|
|
|
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
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 2.28% |
$101K - $101K
|
89.7K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.99K+ 6.01% |
$100K - $101K
|
35.1K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 9.73% |
$100K - $101K
|
22.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
1.98K+ 1.26% |
$99.8K - $100K
|
159K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.98K+ 14.42% |
$99.7K - $100K
|
15.7K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.95K+ 12.17% |
$98.2K - $98.6K
|
18K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.92K+ 3.4% |
$96.5K - $96.9K
|
58.3K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 0.2% |
$96.2K - $96.6K
|
948K
$47.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.83K+ 29.26% |
$91.9K - $92.3K
|
8.06K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.81K+ 8.56% |
$91.4K - $91.8K
|
23K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 22.67% |
$90.2K - $90.6K
|
9.69K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.74K+ 13.37% |
$87.8K - $88.2K
|
14.8K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.71K+ 1.48% |
$86K - $86.4K
|
117K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 16.2% |
$85.4K - $85.8K
|
12.2K
$614K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.68KNew |
$84.6K - $85K
|
1.68K
$84.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 21.22% |
$84K - $84.4K
|
9.52K
$481K
|
|
|
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
$9.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.57K+ 3.88% |
$78.9K - $79.2K
|
41.9K
$2.11M
|