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 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.1K+ 36.64% |
$1.37M - $1.37M
|
101K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.7K+ 4.27% |
$1.3M - $1.3M
|
628K
$31.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24.5K+ 33.49% |
$1.23M - $1.24M
|
97.5K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 23.31% |
$1.23M - $1.23M
|
129K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.6K+ 17.32% |
$1.19M - $1.19M
|
160K
$8.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
22.4K+ 12.68% |
$1.13M - $1.13M
|
199K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.3K+ 575.62% |
$1.13M - $1.13M
|
26.2K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
19.1K+ 11.59% |
$963K - $968K
|
184K
$9.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17.7K+ 169.05% |
$891K - $895K
|
28.1K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 14.45% |
$876K - $880K
|
138K
$6.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
17K+ 19.42% |
$857K - $861K
|
105K
$5.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5K+ 36.0% |
$781K - $785K
|
58.6K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
14.9K+ 7.18% |
$753K - $756K
|
223K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
13.8K+ 15.06% |
$694K - $697K
|
105K
$5.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
13.5K+ 3.13% |
$680K - $683K
|
444K
$22.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
13.1K+ 2.49% |
$661K - $664K
|
541K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6K+ 17.9% |
$635K - $638K
|
83.1K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12K+ 7.08% |
$602K - $605K
|
181K
$9.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
11.6KNew |
$582K - $585K
|
11.6K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 9.14% |
$575K - $578K
|
136K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 24.61% |
$575K - $577K
|
57.8K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 4.06% |
$562K - $564K
|
286K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 13.79% |
$537K - $539K
|
88K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.4K+ 67.66% |
$526K - $529K
|
25.9K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.1K+ 83.65% |
$510K - $512K
|
22.2K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
9.44KNew |
$476K - $478K
|
9.44K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.44KNew |
$475K - $478K
|
9.44K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9.26K+ 6.94% |
$466K - $469K
|
143K
$7.21M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.96K+ 18.7% |
$451K - $453K
|
56.9K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.84K+ 4.42% |
$445K - $447K
|
209K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
8.76K+ 7.39% |
$441K - $443K
|
127K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$413K - $415K
|
8.2K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.17KNew |
$412K - $414K
|
8.17K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.08K+ 19.12% |
$407K - $409K
|
50.3K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8K+ 14.86% |
$403K - $405K
|
61.8K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.99K+ 4.51% |
$403K - $404K
|
185K
$9.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.72K+ 15.66% |
$389K - $391K
|
57K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
7.66K+ 5.95% |
$386K - $388K
|
136K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.43K+ 44.84% |
$374K - $376K
|
24K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.41K+ 9.13% |
$373K - $375K
|
88.6K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$370K - $372K
|
7.34K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07K+ 3.48% |
$356K - $357K
|
210K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.03K+ 24.18% |
$354K - $356K
|
36.1K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.93K+ 1.4% |
$349K - $351K
|
500K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
5.62KNew |
$283K - $284K
|
5.62K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.44K+ 2.9% |
$274K - $275K
|
193K
$9.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.89K+ 18.22% |
$246K - $247K
|
31.7K
$1.6M
|