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 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-63- 3.04% |
$3.17K - $3.19K
|
2.01K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-68- 1.52% |
$3.43K - $3.44K
|
4.42K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-70- 0.73% |
$3.53K - $3.54K
|
9.54K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-70- 0.64% |
$3.53K - $3.54K
|
11K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-73- 0.37% |
$3.68K - $3.69K
|
19.8K
$997K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-77- 0.23% |
$3.88K - $3.9K
|
34.1K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79- 44.63% |
$3.98K - $4K
|
98
$4.95K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-91- 9.16% |
$4.58K - $4.6K
|
902
$45.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-95- 4.51% |
$4.79K - $4.81K
|
2.01K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.83% |
$5.04K - $5.06K
|
12K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.35% |
$5.04K - $5.06K
|
28.4K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-103- 0.88% |
$5.19K - $5.21K
|
11.7K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-138- 0.68% |
$6.95K - $6.98K
|
20.3K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-139- 2.21% |
$7K - $7.03K
|
6.15K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-148- 2.77% |
$7.45K - $7.49K
|
5.19K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-153- 1.9% |
$7.71K - $7.74K
|
7.9K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-180- 1.56% |
$9.07K - $9.11K
|
11.3K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-182- 4.09% |
$9.17K - $9.21K
|
4.27K
$216K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-195- 0.24% |
$9.82K - $9.87K
|
81.8K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-195- 1.92% |
$9.82K - $9.87K
|
9.97K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 3.52% |
$10.1K - $10.1K
|
5.48K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.75% |
$10.1K - $10.1K
|
7.08K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-237- 1.38% |
$11.9K - $12K
|
17K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-240- 1.43% |
$12.1K - $12.1K
|
16.5K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-251- 2.19% |
$12.6K - $12.7K
|
11.2K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-256- 0.53% |
$12.9K - $13K
|
48.5K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-263- 60.6% |
$13.2K - $13.3K
|
171
$8.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-263- 60.6% |
$13.2K - $13.3K
|
171
$8.63K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-274- 4.09% |
$13.8K - $13.9K
|
6.42K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-277- 2.16% |
$14K - $14K
|
12.5K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-289- 1.88% |
$14.6K - $14.6K
|
15.1K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-295- 22.78% |
$14.9K - $14.9K
|
1K
$50.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.91% |
$15.1K - $15.2K
|
10K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-300- 4.72% |
$15.1K - $15.2K
|
6.05K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-301- 2.0% |
$15.2K - $15.2K
|
14.8K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-313- 0.19% |
$15.8K - $15.8K
|
168K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-320- 53.33% |
$16.1K - $16.2K
|
280
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-342- 7.35% |
$17.2K - $17.3K
|
4.31K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-353- 5.89% |
$17.8K - $17.9K
|
5.64K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-450- 2.76% |
$22.7K - $22.8K
|
15.8K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-450- 0.52% |
$22.7K - $22.8K
|
86.4K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451- 1.04% |
$22.7K - $22.8K
|
42.7K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-452- 7.6% |
$22.8K - $22.9K
|
5.49K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-455- 10.27% |
$22.9K - $23K
|
3.98K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-469- 9.75% |
$23.6K - $23.7K
|
4.34K
$219K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-493- 1.42% |
$24.8K - $24.9K
|
34.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 4.17% |
$25.2K - $25.3K
|
11.5K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-500- 5.78% |
$25.2K - $25.3K
|
8.16K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 7.1% |
$25.2K - $25.3K
|
6.55K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-510- 2.24% |
$25.7K - $25.8K
|
22.3K
$1.13M
|