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
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
658New |
$33.1K - $33.3K
|
658
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
649+ 10.19% |
$32.7K - $32.8K
|
7.02K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
635New |
$32K - $32.1K
|
635
$32K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
621New |
$31.3K - $31.4K
|
621
$31.3K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
588+ 10.68% |
$29.6K - $29.8K
|
6.1K
$308K
|
|
|
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
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
548+ 2.15% |
$27.6K - $27.7K
|
26.1K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
543New |
$27.4K - $27.5K
|
543
$27.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
524New |
$26.4K - $26.5K
|
524
$26.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
520+ 2.78% |
$26.2K - $26.3K
|
19.2K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
506+ 0.85% |
$25.5K - $25.6K
|
59.8K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
497New |
$25K - $25.1K
|
497
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
479+ 30.39% |
$24.1K - $24.2K
|
2.06K
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
450+ 26.6% |
$22.7K - $22.8K
|
2.14K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
449+ 4.66% |
$22.6K - $22.7K
|
10.1K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
439+ 5.32% |
$22.1K - $22.2K
|
8.7K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
428+ 8.97% |
$21.6K - $21.7K
|
5.2K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
420+ 1.79% |
$21.2K - $21.3K
|
23.9K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
410+ 1.93% |
$20.7K - $20.7K
|
21.6K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
409+ 1.18% |
$20.6K - $20.7K
|
35.2K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
395New |
$19.9K - $20K
|
395
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
393+ 0.14% |
$19.8K - $19.9K
|
275K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
386+ 2.36% |
$19.4K - $19.5K
|
16.7K
$845K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
365+ 3.83% |
$18.4K - $18.5K
|
9.91K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
362+ 0.07% |
$18.2K - $18.3K
|
490K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
354+ 0.04% |
$17.8K - $17.9K
|
998K
$50.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
338+ 82.24% |
$17K - $17.1K
|
749
$37.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
329New |
$16.6K - $16.6K
|
329
$16.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
318+ 3.28% |
$16K - $16.1K
|
10K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
312+ 1.14% |
$15.7K - $15.8K
|
27.6K
$1.39M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 8.4% |
$15.1K - $15.2K
|
3.87K
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
299+ 3.29% |
$15.1K - $15.1K
|
9.38K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
286+ 32.69% |
$14.4K - $14.5K
|
1.16K
$58.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
281New |
$14.2K - $14.2K
|
281
$14.2K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
266+ 9.27% |
$13.4K - $13.5K
|
3.14K
$158K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
264New |
$13.3K - $13.4K
|
264
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
262+ 1.4% |
$13.2K - $13.3K
|
19K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 4.24% |
$13.1K - $13.2K
|
6.39K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
258+ 1.64% |
$13K - $13.1K
|
16K
$808K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
241+ 3.1% |
$12.1K - $12.2K
|
8.03K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
236New |
$11.9K - $11.9K
|
236
$11.9K
|