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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.75% |
$10.1K - $10.1K
|
7.08K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-237- 1.38% |
$11.9K - $12K
|
17K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-240- 1.43% |
$12.1K - $12.1K
|
16.5K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-251- 2.19% |
$12.6K - $12.7K
|
11.2K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-256- 0.53% |
$12.9K - $13K
|
48.5K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-277- 2.16% |
$14K - $14K
|
12.5K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-289- 1.88% |
$14.6K - $14.6K
|
15.1K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 2.91% |
$15.1K - $15.2K
|
10K
$505K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-301- 2.0% |
$15.2K - $15.2K
|
14.8K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-313- 0.19% |
$15.8K - $15.8K
|
168K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-342- 7.35% |
$17.2K - $17.3K
|
4.31K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-353- 5.89% |
$17.8K - $17.9K
|
5.64K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-450- 0.52% |
$22.7K - $22.8K
|
86.4K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-450- 2.76% |
$22.7K - $22.8K
|
15.8K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451- 1.04% |
$22.7K - $22.8K
|
42.7K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-452- 7.6% |
$22.8K - $22.9K
|
5.49K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-455- 10.27% |
$22.9K - $23K
|
3.98K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-500- 4.17% |
$25.2K - $25.3K
|
11.5K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-500- 7.1% |
$25.2K - $25.3K
|
6.55K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-500- 5.78% |
$25.2K - $25.3K
|
8.16K
$411K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-510- 2.24% |
$25.7K - $25.8K
|
22.3K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-515- 10.6% |
$25.9K - $26.1K
|
4.34K
$219K
|
|
|
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
$259K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-573- 0.68% |
$28.9K - $29K
|
83.6K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-614- 83.77% |
$30.9K - $31.1K
|
119
$6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-626- 3.34% |
$31.5K - $31.7K
|
18.1K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-666- 2.22% |
$33.5K - $33.7K
|
29.3K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-683- 0.69% |
$34.4K - $34.6K
|
97.9K
$4.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-701- 43.79% |
$35.3K - $35.5K
|
900
$45.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-714- 42.17% |
$36K - $36.1K
|
979
$49.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-719- 0.2% |
$36.2K - $36.4K
|
356K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-750- 7.45% |
$37.8K - $38K
|
9.32K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-759- 3.1% |
$38.2K - $38.4K
|
23.7K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-780- 7.43% |
$39.3K - $39.5K
|
9.71K
$490K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-796- 10.04% |
$40.1K - $40.3K
|
7.13K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-800- 6.13% |
$40.3K - $40.5K
|
12.3K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-820- 3.23% |
$41.3K - $41.5K
|
24.6K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-820- 0.59% |
$41.3K - $41.5K
|
138K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-847- 2.89% |
$42.7K - $42.9K
|
28.5K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-858- 11.77% |
$43.2K - $43.4K
|
6.43K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-904- 4.07% |
$45.5K - $45.7K
|
21.3K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-907- 2.83% |
$45.7K - $45.9K
|
31.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-961- 31.58% |
$48.4K - $48.6K
|
2.08K
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-983- 1.12% |
$49.5K - $49.7K
|
87.1K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.02K- 1.62% |
$51.2K - $51.4K
|
61.8K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 2.66% |
$56.4K - $56.7K
|
41K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 49.67% |
$57.1K - $57.4K
|
1.15K
$57.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.15K- 6.71% |
$58.1K - $58.4K
|
16.1K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.26K- 10.02% |
$63.2K - $63.5K
|
11.3K
$568K
|