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 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.6K- 8.11% |
$536K - $538K
|
121K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-10.7K- 67.17% |
$540K - $542K
|
5.24K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 2.17% |
$543K - $546K
|
487K
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10.9K- 2.87% |
$550K - $553K
|
370K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-11.1K- 25.87% |
$558K - $561K
|
31.8K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.2K- 5.43% |
$563K - $565K
|
195K
$9.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.4K- 1.5% |
$576K - $579K
|
750K
$37.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-11.8K- 24.52% |
$593K - $595K
|
36.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.1K- 7.99% |
$612K - $615K
|
140K
$7.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.3K- 15.11% |
$620K - $623K
|
69.2K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 17.5% |
$631K - $634K
|
59.1K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12.6K- 11.01% |
$635K - $637K
|
102K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13K- 42.67% |
$655K - $658K
|
17.5K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 12.14% |
$659K - $662K
|
94.7K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.1K- 12.09% |
$660K - $663K
|
95.2K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13.3K- 10.5% |
$669K - $672K
|
113K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13.7K- 16.29% |
$690K - $693K
|
70.4K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-13.7K- 60.63% |
$692K - $695K
|
8.92K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.9K- 31.45% |
$698K - $702K
|
30.2K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-14K- 8.01% |
$703K - $707K
|
160K
$8.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-14.1K- 6.47% |
$709K - $712K
|
203K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.1K- 13.09% |
$758K - $762K
|
100K
$5.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15.1K- 4.18% |
$759K - $762K
|
345K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-16.3K- 6.06% |
$822K - $826K
|
253K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-16.6K- 11.55% |
$838K - $842K
|
127K
$6.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-16.8K- 44.65% |
$844K - $848K
|
20.8K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.9K- 11.67% |
$850K - $853K
|
128K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 74.49% |
$928K - $933K
|
6.31K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.5K- 5.93% |
$930K - $934K
|
293K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19.3K- 30.77% |
$972K - $977K
|
43.4K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-19.4K- 7.29% |
$977K - $981K
|
247K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.8K- 9.93% |
$999K - $1M
|
180K
$9.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19.9K- 27.98% |
$1M - $1.01M
|
51.2K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21.6K- 11.98% |
$1.09M - $1.09M
|
159K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.5K- 11.46% |
$1.13M - $1.14M
|
174K
$8.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-22.6K- 4.29% |
$1.14M - $1.14M
|
503K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22.9K- 66.8% |
$1.15M - $1.16M
|
11.4K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23.4K- 71.58% |
$1.18M - $1.18M
|
9.3K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 26.32% |
$1.2M - $1.2M
|
66.4K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.5K- 15.97% |
$1.38M - $1.39M
|
144K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 93.24% |
$1.52M - $1.53M
|
2.19K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-31.3K- 12.22% |
$1.58M - $1.58M
|
225K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.6K- 51.22% |
$1.74M - $1.75M
|
32.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.1K- 10.25% |
$1.77M - $1.77M
|
307K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-35.7K- 13.97% |
$1.8M - $1.81M
|
220K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-36.9K- 9.81% |
$1.86M - $1.87M
|
339K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-39.4K- 31.24% |
$1.98M - $1.99M
|
86.7K
$4.37M
|