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
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
449+ 4.66% |
$22.6K - $22.7K
|
10.1K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
393+ 0.14% |
$19.8K - $19.9K
|
275K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
362+ 0.07% |
$18.2K - $18.3K
|
490K
$24.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
338+ 82.24% |
$17K - $17.1K
|
749
$37.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
304+ 0.68% |
$15.3K - $15.4K
|
44.9K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
303+ 1.42% |
$15.3K - $15.3K
|
21.7K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
262+ 1.4% |
$13.2K - $13.3K
|
19K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 4.24% |
$13.1K - $13.2K
|
6.39K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
251New |
$12.6K - $12.7K
|
251
$12.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
250+ 95.06% |
$12.6K - $12.7K
|
513
$25.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
180+ 2.43% |
$9.07K - $9.11K
|
7.6K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$7.45K - $7.49K
|
148
$7.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
103New |
$5.19K - $5.21K
|
103
$5.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.01% |
$2.77K - $2.78K
|
5.51K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.03% |
$2.52K - $2.53K
|
199K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
27+ 0.65% |
$1.36K - $1.37K
|
4.17K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$957 - $961
|
19
$960
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$655 - $658
|
4.12K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $152
|
15.3K
$772K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3- 0.02% |
$151 - $152
|
13.5K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-11- 0.23% |
$554 - $557
|
4.81K
$243K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-15- 0.29% |
$756 - $759
|
5.24K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-60- 1.46% |
$3.02K - $3.04K
|
4.05K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-70- 0.73% |
$3.53K - $3.54K
|
9.54K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-79- 44.63% |
$3.98K - $4K
|
98
$4.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-95- 4.51% |
$4.79K - $4.81K
|
2.01K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.35% |
$5.04K - $5.06K
|
28.4K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.83% |
$5.04K - $5.06K
|
12K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-103- 0.88% |
$5.19K - $5.21K
|
11.7K
$589K
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-237- 1.38% |
$11.9K - $12K
|
17K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-240- 1.43% |
$12.1K - $12.1K
|
16.5K
$836K
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-277- 2.16% |
$14K - $14K
|
12.5K
$634K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.91% |
$15.1K - $15.2K
|
10K
$506K
|
|
|
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
$8.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451- 1.04% |
$22.7K - $22.8K
|
42.7K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-455- 10.27% |
$22.9K - $23K
|
3.98K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 7.1% |
$25.2K - $25.3K
|
6.55K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-500- 5.78% |
$25.2K - $25.3K
|
8.16K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 4.17% |
$25.2K - $25.3K
|
11.5K
$581K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-510- 2.24% |
$25.7K - $25.8K
|
22.3K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-522- 19.46% |
$26.3K - $26.4K
|
2.16K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-544- 9.57% |
$27.4K - $27.5K
|
5.14K
$260K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-573- 0.68% |
$28.9K - $29K
|
83.6K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-614- 83.77% |
$30.9K - $31.1K
|
119
$6.01K
|