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 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22.9K- 66.8% |
$1.15M - $1.16M
|
11.4K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23.4K- 71.58% |
$1.18M - $1.18M
|
9.3K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 26.32% |
$1.2M - $1.2M
|
66.4K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.5K- 15.97% |
$1.38M - $1.39M
|
144K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 93.24% |
$1.52M - $1.53M
|
2.19K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-31.3K- 12.22% |
$1.58M - $1.58M
|
225K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.6K- 51.22% |
$1.74M - $1.75M
|
32.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.1K- 10.25% |
$1.77M - $1.77M
|
307K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-35.7K- 13.97% |
$1.8M - $1.81M
|
220K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-36.9K- 9.81% |
$1.86M - $1.87M
|
339K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-39.4K- 31.24% |
$1.98M - $1.99M
|
86.7K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-41.2K- 60.07% |
$2.07M - $2.08M
|
27.4K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-44.5K- 13.76% |
$2.24M - $2.25M
|
279K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49.1K- 12.72% |
$2.47M - $2.48M
|
337K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50.5K- 56.93% |
$2.55M - $2.56M
|
38.2K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.7K- 22.31% |
$2.7M - $2.72M
|
187K
$9.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.2K- 54.16% |
$2.73M - $2.74M
|
45.9K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-65.7K- 14.6% |
$3.31M - $3.33M
|
385K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 3.22% |
$3.73M - $3.75M
|
2.23M
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75.1K- 15.1% |
$3.78M - $3.8M
|
422K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-76.7K- 17.54% |
$3.86M - $3.88M
|
360K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-78.5K- 77.97% |
$3.95M - $3.97M
|
22.2K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83.8K- 99.63% |
$4.22M - $4.24M
|
312
$15.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-85.4K- 14.75% |
$4.3M - $4.32M
|
493K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95.1K- 97.91% |
$4.79M - $4.81M
|
2.04K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-95.6K- 33.93% |
$4.82M - $4.84M
|
186K
$9.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-96.6K- 75.32% |
$4.87M - $4.89M
|
31.7K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-99.9K- 92.56% |
$5.03M - $5.06M
|
8.04K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-106K- 26.24% |
$5.35M - $5.37M
|
298K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-122K- 62.77% |
$6.13M - $6.16M
|
72.2K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-134K- 66.16% |
$6.74M - $6.77M
|
68.4K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-141K- 23.02% |
$7.1M - $7.14M
|
472K
$23.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-157K- 33.53% |
$7.9M - $7.94M
|
311K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-207K- 40.37% |
$10.4M - $10.5M
|
306K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-281K- 50.65% |
$14.2M - $14.2M
|
274K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-309K- 42.56% |
$15.6M - $15.6M
|
417K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-411K- 85.95% |
$20.7M - $20.8M
|
67.1K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-515K- 83.07% |
$25.9M - $26.1M
|
105K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-877K- 95.42% |
$44.2M - $44.4M
|
42.1K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.62M- 19.26% |
$132M - $133M
|
11M
$554M
|