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 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.83K+ 3.88% |
$243K - $244K
|
129K
$6.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.76K+ 10.06% |
$240K - $241K
|
52.1K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.62K+ 1.7% |
$233K - $234K
|
277K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.55KNew |
$229K - $230K
|
4.55K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.54K+ 4.21% |
$229K - $230K
|
112K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.53KNew |
$228K - $229K
|
4.53K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.51K+ 12.34% |
$227K - $228K
|
41K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.43K+ 176.26% |
$223K - $224K
|
6.95K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.41KNew |
$222K - $223K
|
4.41K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.15KNew |
$209K - $210K
|
4.15K
$210K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.97KNew |
$200K - $201K
|
3.97K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.96K+ 49.27% |
$199K - $200K
|
12K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.76K+ 1.39% |
$190K - $190K
|
275K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.75K+ 7.26% |
$189K - $190K
|
55.4K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 12.02% |
$184K - $185K
|
34.1K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.41K+ 0.58% |
$172K - $172K
|
588K
$29.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.15K+ 13.37% |
$159K - $159K
|
26.7K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 12.52% |
$143K - $143K
|
25.4K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62K+ 56.34% |
$132K - $132K
|
7.27K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55K+ 12.36% |
$129K - $129K
|
23.2K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.54K+ 20.49% |
$128K - $128K
|
14.9K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.5K+ 13.25% |
$126K - $127K
|
21.4K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.4% |
$110K - $110K
|
51.7K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.05K+ 4.53% |
$103K - $104K
|
47.4K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.04K+ 0.73% |
$103K - $103K
|
280K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 44.45% |
$101K - $101K
|
6.5K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2K+ 57.14% |
$101K - $101K
|
5.5K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 2.28% |
$101K - $101K
|
89.7K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.95K+ 12.17% |
$98.2K - $98.6K
|
18K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 0.2% |
$96.2K - $96.6K
|
948K
$47.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.67K+ 21.22% |
$84K - $84.4K
|
9.52K
$481K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.57K+ 3.88% |
$78.9K - $79.2K
|
41.9K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.48K+ 3.49% |
$74.4K - $74.7K
|
43.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.35K+ 25.55% |
$68K - $68.3K
|
6.63K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 3.24% |
$67.2K - $67.5K
|
42.5K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 1.02% |
$66.1K - $66.4K
|
130K
$6.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25K+ 22.58% |
$62.7K - $63K
|
6.76K
$341K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.2K+ 2.1% |
$60.5K - $60.8K
|
58.3K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
993New |
$50K - $50.2K
|
993
$50.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
955+ 1.95% |
$48.1K - $48.3K
|
49.8K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
745+ 4.44% |
$37.5K - $37.7K
|
17.5K
$885K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
593+ 0.25% |
$29.9K - $30K
|
238K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
590+ 11.35% |
$29.7K - $29.9K
|
5.79K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Nepsis Inc.
|
BUY
|
- |
586+ 1.5% |
$29.5K - $29.7K
|
39.6K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
579+ 2.37% |
$29.2K - $29.3K
|
25K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
575+ 1.26% |
$29K - $29.1K
|
46.1K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
572+ 1.11% |
$28.8K - $28.9K
|
52.2K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
520+ 2.78% |
$26.2K - $26.3K
|
19.2K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
497New |
$25K - $25.1K
|
497
$25.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
450+ 26.6% |
$22.7K - $22.8K
|
2.14K
$108K
|