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 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.58K- 27.95% |
$231K - $232K
|
11.8K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.69K- 21.64% |
$236K - $237K
|
17K
$858K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.71K- 12.01% |
$237K - $238K
|
34.5K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.77K- 38.45% |
$240K - $241K
|
7.64K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5K- 33.33% |
$252K - $253K
|
10K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.05K- 15.67% |
$255K - $256K
|
27.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.09K- 11.05% |
$256K - $258K
|
41K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.16K- 35.06% |
$260K - $261K
|
9.55K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5.17K- 4.0% |
$260K - $262K
|
124K
$6.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.21K- 27.74% |
$263K - $264K
|
13.6K
$686K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.24K- 6.6% |
$264K - $265K
|
74.2K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.27K- 28.69% |
$266K - $267K
|
13.1K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.35K- 17.13% |
$269K - $271K
|
25.9K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.35K- 37.63% |
$269K - $271K
|
8.87K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.46K- 5.49% |
$275K - $276K
|
93.9K
$4.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.46K- 4.13% |
$275K - $276K
|
127K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.48K- 5.65% |
$276K - $277K
|
91.5K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5.63K- 2.76% |
$283K - $285K
|
198K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.63K- 38.84% |
$283K - $285K
|
8.86K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-5.72K- 16.85% |
$288K - $290K
|
28.2K
$1.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.21K- 9.26% |
$313K - $314K
|
60.8K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.23K- 20.88% |
$314K - $315K
|
23.6K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.33K- 6.43% |
$319K - $320K
|
92K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6.42K- 2.83% |
$323K - $325K
|
220K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.47K- 7.02% |
$326K - $327K
|
85.7K
$4.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.77K- 7.37% |
$341K - $343K
|
85.1K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.89K- 1.39% |
$347K - $349K
|
487K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6.91K- 2.86% |
$348K - $349K
|
235K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-6.91K- 40.62% |
$348K - $350K
|
10.1K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.04K- 55.75% |
$355K - $356K
|
5.59K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-7.1K- 7.79% |
$358K - $359K
|
84K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-7.13K- 2.74% |
$359K - $361K
|
253K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.27K- 19.2% |
$366K - $368K
|
30.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.73K- 7.83% |
$389K - $391K
|
90.9K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.78K- 10.3% |
$392K - $394K
|
67.8K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-8.05K- 11.55% |
$406K - $407K
|
61.7K
$3.11M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-8.09K- 6.47% |
$407K - $409K
|
117K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.35K- 2.09% |
$421K - $423K
|
392K
$19.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8.39K- 17.42% |
$422K - $424K
|
39.8K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.47K- 31.18% |
$427K - $429K
|
18.7K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-8.67K- 7.2% |
$437K - $439K
|
112K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.85K- 11.14% |
$446K - $448K
|
70.6K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.91K- 1.26% |
$449K - $451K
|
699K
$35.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.95K- 50.07% |
$451K - $453K
|
8.93K
$451K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9K- 29.11% |
$453K - $455K
|
21.9K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-9.18K- 63.83% |
$462K - $465K
|
5.2K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-9.19K- 11.65% |
$463K - $465K
|
69.7K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.41K- 12.82% |
$474K - $476K
|
64K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.95K- 66.55% |
$501K - $504K
|
5K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.99K- 20.45% |
$503K - $505K
|
38.9K
$1.96M
|