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 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
75.7KNew |
$3.81M - $3.83M
|
75.7K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
74.3K+ 18.5% |
$3.74M - $3.76M
|
476K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
73.8K+ 4060.04% |
$3.72M - $3.73M
|
75.6K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
73.6K+ 17.64% |
$3.71M - $3.72M
|
491K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
73.6KNew |
$3.71M - $3.72M
|
73.6K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.1K+ 4.2% |
$3.68M - $3.7M
|
1.81M
$91.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
72.8KNew |
$3.67M - $3.69M
|
72.8K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
69.8KNew |
$3.52M - $3.53M
|
69.8K
$3.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
68.9KNew |
$3.47M - $3.49M
|
68.9K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
68.1K+ 990.51% |
$3.43M - $3.45M
|
75K
$3.79M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
68.1KNew |
$3.43M - $3.45M
|
68.1K
$3.44M
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
66.9KNew |
$3.37M - $3.39M
|
66.9K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
66K+ 9.39% |
$3.33M - $3.34M
|
769K
$38.8M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
65.5K+ 27.21% |
$3.3M - $3.31M
|
306K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
64.4K+ 265.1% |
$3.24M - $3.26M
|
88.7K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
64.3KNew |
$3.24M - $3.26M
|
64.3K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
64KNew |
$3.23M - $3.24M
|
64K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.8K+ 12.17% |
$3.22M - $3.23M
|
588K
$29.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
63.4KNew |
$3.19M - $3.21M
|
63.4K
$3.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
63.1K+ 4.57% |
$3.18M - $3.19M
|
1.44M
$72.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
62.4K+ 41.53% |
$3.14M - $3.16M
|
213K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
59.9K+ 96.15% |
$3.02M - $3.03M
|
122K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59.7K+ 18.15% |
$3M - $3.02M
|
388K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
58.3K+ 347.01% |
$2.94M - $2.95M
|
75.1K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58.3KNew |
$2.93M - $2.95M
|
58.3K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58.2K+ 11.56% |
$2.93M - $2.94M
|
561K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
56.8K+ 5.44% |
$2.86M - $2.87M
|
1.1M
$55.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
55.3KNew |
$2.79M - $2.8M
|
55.3K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
54.3K+ 12.24% |
$2.74M - $2.75M
|
498K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
54.2K+ 83.37% |
$2.73M - $2.74M
|
119K
$6.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54KNew |
$2.72M - $2.73M
|
54K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
52.7K+ 21.98% |
$2.66M - $2.67M
|
293K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.1K+ 263.66% |
$2.63M - $2.64M
|
71.9K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
50.8K+ 39.46% |
$2.56M - $2.57M
|
179K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.6K+ 109.98% |
$2.5M - $2.51M
|
94.8K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
49K+ 25.92% |
$2.47M - $2.48M
|
238K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
48.7K+ 55.65% |
$2.45M - $2.46M
|
136K
$6.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48.2K+ 867.91% |
$2.43M - $2.44M
|
53.8K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
47.9K+ 35.0% |
$2.41M - $2.43M
|
185K
$9.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47.8K+ 252.92% |
$2.41M - $2.42M
|
66.7K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
47.5K+ 115.86% |
$2.39M - $2.41M
|
88.6K
$4.47M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
47KNew |
$2.37M - $2.38M
|
47K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
46.9KNew |
$2.36M - $2.38M
|
46.9K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
46.9K+ 58.76% |
$2.36M - $2.37M
|
127K
$6.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6K+ 43.64% |
$2.3M - $2.31M
|
150K
$7.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
45.4K+ 17.17% |
$2.29M - $2.3M
|
310K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 11.2% |
$2.26M - $2.27M
|
445K
$22.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
43.4K+ 23.42% |
$2.18M - $2.19M
|
229K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
42.7K+ 71.21% |
$2.15M - $2.16M
|
103K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
42.4KNew |
$2.14M - $2.15M
|
42.4K
$2.14M
|