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
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 4.24% |
$13.1K - $13.2K
|
6.39K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
258+ 1.64% |
$13K - $13.1K
|
16K
$811K
|
|
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
$26K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
241+ 3.1% |
$12.1K - $12.2K
|
8.03K
$407K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
236New |
$11.9K - $11.9K
|
236
$12K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
224+ 1.55% |
$11.3K - $11.3K
|
14.7K
$743K
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
222+ 3.79% |
$11.2K - $11.2K
|
6.08K
$308K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
211New |
$10.6K - $10.7K
|
211
$10.7K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
180+ 2.43% |
$9.07K - $9.11K
|
7.6K
$385K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 0.33% |
$8.56K - $8.6K
|
51.8K
$2.62M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
162+ 0.51% |
$8.16K - $8.2K
|
31.8K
$1.61M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
162+ 0.25% |
$8.16K - $8.2K
|
65.7K
$3.33M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
159+ 1.53% |
$8.01K - $8.05K
|
10.5K
$534K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$7.45K - $7.49K
|
148
$7.5K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
146+ 1825.0% |
$7.35K - $7.39K
|
154
$7.8K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 2.79% |
$6.3K - $6.33K
|
4.61K
$234K
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
108+ 1.22% |
$5.44K - $5.46K
|
8.93K
$453K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
106+ 3.34% |
$5.34K - $5.36K
|
3.28K
$166K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
103New |
$5.19K - $5.21K
|
103
$5.22K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 4.42% |
$5.04K - $5.06K
|
2.36K
$120K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
85New |
$4.28K - $4.3K
|
85
$4.31K
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
78+ 1.24% |
$3.93K - $3.95K
|
6.36K
$322K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
76+ 0.25% |
$3.83K - $3.85K
|
30.4K
$1.54M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64+ 0.49% |
$3.22K - $3.24K
|
13K
$659K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
62+ 0.54% |
$3.12K - $3.14K
|
11.6K
$589K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
62+ 1.07% |
$3.12K - $3.14K
|
5.86K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
56+ 0.74% |
$2.82K - $2.83K
|
7.66K
$388K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
56+ 0.4% |
$2.82K - $2.83K
|
14.1K
$713K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
55+ 1.01% |
$2.77K - $2.78K
|
5.51K
$279K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
53+ 0.62% |
$2.67K - $2.68K
|
8.58K
$435K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.03% |
$2.52K - $2.53K
|
199K
$10.1M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$2.52K - $2.53K
|
50
$2.53K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38+ 0.55% |
$1.91K - $1.92K
|
6.99K
$354K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
27+ 0.65% |
$1.36K - $1.37K
|
4.17K
$211K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 5.31% |
$1.21K - $1.21K
|
476
$24.1K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
24New |
$1.21K - $1.21K
|
24
$1.22K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19New |
$957 - $961
|
19
$963
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.25% |
$806 - $810
|
6.44K
$327K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 0.27% |
$806 - $810
|
5.9K
$299K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$655 - $658
|
4.12K
$209K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13+ 0.12% |
$655 - $658
|
10.5K
$531K
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 1.22% |
$453 - $455
|
744
$37.7K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 2.35% |
$403 - $405
|
349
$17.7K
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 6.6% |
$353 - $354
|
113
$5.73K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$302 - $304
|
6
$304
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.25% |
$252 - $253
|
405
$20.5K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $152
|
15.3K
$774K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.02% |
$50.4 - $50.6
|
4.22K
$214K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.94% |
$50.4 - $50.6
|
35
$1.77K
|