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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 3.89% |
$78.8K - $79.2K
|
41.8K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 3.39% |
$78.4K - $78.7K
|
47.5K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.48K+ 3.49% |
$74.4K - $74.7K
|
43.8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 10.6% |
$74.2K - $74.6K
|
15.4K
$777K
|
|
|
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
$2.15M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.33K+ 29.77% |
$67.1K - $67.4K
|
5.81K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.02% |
$66.1K - $66.4K
|
130K
$6.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 223.32% |
$63.7K - $64K
|
1.83K
$92.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$63.7K - $64K
|
1.26K
$63.8K
|
|
|
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
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 13.15% |
$61.8K - $62K
|
10.6K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.21KNew |
$61.1K - $61.4K
|
1.21K
$61.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.2K+ 2.1% |
$60.5K - $60.8K
|
58.3K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.15K+ 7.77% |
$57.7K - $58K
|
15.9K
$803K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.11K+ 0.89% |
$56K - $56.3K
|
127K
$6.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 14.93% |
$55.3K - $55.5K
|
8.44K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
1.08KNew |
$54.6K - $54.9K
|
1.08K
$54.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.08K+ 13.24% |
$54.4K - $54.6K
|
9.24K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.07K+ 20.9% |
$53.7K - $53.9K
|
6.17K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.06K+ 1.39% |
$53.5K - $53.8K
|
77.6K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.05K+ 54.39% |
$53.1K - $53.3K
|
2.99K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1K+ 11.84% |
$50.5K - $50.7K
|
9.46K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$50.4K - $50.6K
|
1K
$50.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1KNew |
$50.4K - $50.6K
|
1K
$50.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
993New |
$50K - $50.2K
|
993
$50.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
979New |
$49.3K - $49.5K
|
979
$49.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
955+ 1.95% |
$48.1K - $48.3K
|
49.8K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
939New |
$47.3K - $47.5K
|
939
$47.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
912+ 5.13% |
$45.9K - $46.1K
|
18.7K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
887+ 2.91% |
$44.7K - $44.9K
|
31.3K
$1.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
855+ 1.25% |
$43.1K - $43.3K
|
69.5K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
835+ 9.78% |
$42.1K - $42.3K
|
9.37K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
783+ 25.4% |
$39.4K - $39.6K
|
3.87K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
776+ 5.73% |
$39.1K - $39.3K
|
14.3K
$723K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
774+ 1.84% |
$39K - $39.2K
|
42.9K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
763New |
$38.4K - $38.6K
|
763
$38.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
745+ 4.44% |
$37.5K - $37.7K
|
17.5K
$884K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
730+ 0.19% |
$36.8K - $36.9K
|
381K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
697+ 7744.44% |
$35.1K - $35.3K
|
706
$35.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
675+ 2.64% |
$34K - $34.2K
|
26.3K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
662+ 0.58% |
$33.3K - $33.5K
|
115K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
658New |
$33.1K - $33.3K
|
658
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
649+ 10.19% |
$32.7K - $32.8K
|
7.02K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
635New |
$32K - $32.1K
|
635
$32.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
621New |
$31.3K - $31.4K
|
621
$31.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
593+ 0.25% |
$29.9K - $30K
|
238K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
590+ 11.35% |
$29.7K - $29.9K
|
5.79K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
588+ 10.68% |
$29.6K - $29.8K
|
6.1K
$308K
|