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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-666- 2.22% |
$33.5K - $33.7K
|
29.3K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-701- 43.79% |
$35.3K - $35.5K
|
900
$45.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-719- 0.2% |
$36.2K - $36.4K
|
356K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-750- 7.45% |
$37.8K - $38K
|
9.32K
$471K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-796- 10.04% |
$40.1K - $40.3K
|
7.13K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-820- 0.59% |
$41.3K - $41.5K
|
138K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-820- 3.23% |
$41.3K - $41.5K
|
24.6K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-858- 11.77% |
$43.2K - $43.4K
|
6.43K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-907- 2.83% |
$45.7K - $45.9K
|
31.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-961- 31.58% |
$48.4K - $48.6K
|
2.08K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.27K- 23.22% |
$63.7K - $64K
|
4.18K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.99% |
$67.8K - $68.2K
|
66.5K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.4K- 7.27% |
$70.6K - $70.9K
|
17.9K
$903K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.53K- 1.44% |
$77K - $77.4K
|
104K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.53K- 3.8% |
$77.2K - $77.6K
|
38.8K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 0.67% |
$79.5K - $79.8K
|
234K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.74K- 20.88% |
$87.8K - $88.2K
|
6.61K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 20.52% |
$91.4K - $91.8K
|
7.03K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-1.86K- 7.99% |
$93.5K - $93.9K
|
21.4K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.87K- 16.09% |
$94.4K - $94.8K
|
9.77K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.95K- 7.62% |
$98K - $98.5K
|
23.6K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.01K- 6.55% |
$101K - $102K
|
28.6K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.03K- 3.68% |
$102K - $103K
|
53.1K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.08K- 16.21% |
$105K - $105K
|
10.7K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.09K- 6.5% |
$105K - $106K
|
30.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 9.83% |
$108K - $109K
|
19.7K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.19K- 16.38% |
$110K - $111K
|
11.2K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.23K- 0.54% |
$112K - $113K
|
406K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.32K- 5.83% |
$117K - $117K
|
37.5K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.38K- 5.3% |
$120K - $121K
|
42.6K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.62K- 37.65% |
$132K - $133K
|
4.34K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.85K- 1.65% |
$143K - $144K
|
170K
$8.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.23K- 2.68% |
$163K - $164K
|
117K
$5.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.49K- 5.44% |
$176K - $176K
|
60.6K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.61K- 46.73% |
$182K - $183K
|
4.12K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.65K- 3.68% |
$184K - $185K
|
95.7K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.6% |
$216K - $217K
|
12.5K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.71K- 12.01% |
$237K - $238K
|
34.5K
$1.74M
|
|
|
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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.46K- 4.13% |
$275K - $276K
|
127K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.48K- 5.65% |
$276K - $277K
|
91.5K
$4.62M
|
|
|
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
|
|
|
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 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.04K- 55.75% |
$355K - $356K
|
5.59K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.27K- 19.2% |
$366K - $368K
|
30.6K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-8.09K- 6.47% |
$407K - $409K
|
117K
$5.91M
|