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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
37.3KNew |
$1.88M - $1.89M
|
37.3K
$1.89M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
37.1K+ 14.41% |
$1.87M - $1.88M
|
294K
$14.9M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 7.95% |
$1.86M - $1.86M
|
500K
$25.3M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
35K+ 235.53% |
$1.76M - $1.77M
|
49.9K
$2.52M
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
33.8K+ 2.14% |
$1.7M - $1.71M
|
1.61M
$81.7M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.1K+ 36.59% |
$1.67M - $1.68M
|
124K
$6.25M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.1K+ 11.59% |
$1.62M - $1.63M
|
309K
$15.6M
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
29.4K+ 16.01% |
$1.48M - $1.49M
|
213K
$10.8M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
29.2K+ 50.98% |
$1.47M - $1.48M
|
86.5K
$4.37M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
27.8K+ 56.88% |
$1.4M - $1.41M
|
76.8K
$3.88M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$1.37M - $1.38M
|
27.3K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.1K+ 36.64% |
$1.37M - $1.37M
|
101K
$5.12M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25.7K+ 4.27% |
$1.3M - $1.3M
|
628K
$31.7M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
24.5K+ 33.49% |
$1.23M - $1.24M
|
97.5K
$4.93M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.4K+ 23.31% |
$1.23M - $1.23M
|
129K
$6.52M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
24.4K+ 163.16% |
$1.23M - $1.23M
|
39.3K
$1.99M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
23.6K+ 17.32% |
$1.19M - $1.19M
|
160K
$8.08M
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.19M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
22.4K+ 12.68% |
$1.13M - $1.13M
|
199K
$10.1M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.4K+ 68.89% |
$1.13M - $1.13M
|
54.8K
$2.77M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.3K+ 575.62% |
$1.13M - $1.13M
|
26.2K
$1.33M
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
22.1K+ 27.22% |
$1.11M - $1.12M
|
103K
$5.22M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
19.1K+ 11.59% |
$963K - $968K
|
184K
$9.31M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
18K+ 36.74% |
$906K - $910K
|
67K
$3.39M
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 9.04% |
$903K - $907K
|
216K
$10.9M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17.7K+ 169.05% |
$891K - $895K
|
28.1K
$1.42M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 14.45% |
$876K - $880K
|
138K
$6.97M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
17.4K+ 44.83% |
$875K - $879K
|
56.1K
$2.84M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
17K+ 19.42% |
$857K - $861K
|
105K
$5.29M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5K+ 36.0% |
$781K - $785K
|
58.6K
$2.96M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
14.9K+ 7.18% |
$753K - $756K
|
223K
$11.3M
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
13.9K+ 368.88% |
$701K - $704K
|
17.7K
$895K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
13.8K+ 15.06% |
$694K - $697K
|
105K
$5.32M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
13.5K+ 3.13% |
$680K - $683K
|
444K
$22.5M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
13.1K+ 2.49% |
$661K - $664K
|
541K
$27.3M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.6K+ 17.9% |
$635K - $638K
|
83.1K
$4.2M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
12.1K+ 5.51% |
$607K - $610K
|
231K
$11.7M
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12K+ 7.08% |
$602K - $605K
|
181K
$9.14M
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
11.6KNew |
$582K - $585K
|
11.6K
$585K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 9.14% |
$575K - $578K
|
136K
$6.9M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 24.61% |
$575K - $577K
|
57.8K
$2.92M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 4.06% |
$562K - $564K
|
286K
$14.5M
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
10.7K+ 7.27% |
$539K - $542K
|
158K
$7.99M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 13.79% |
$537K - $539K
|
88K
$4.45M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.4K+ 67.66% |
$526K - $529K
|
25.9K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.1K+ 83.65% |
$510K - $512K
|
22.2K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
9.44KNew |
$476K - $478K
|
9.44K
$478K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.44KNew |
$475K - $478K
|
9.44K
$477K
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9.26K+ 6.94% |
$466K - $469K
|
143K
$7.22M
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.01K+ 29.16% |
$454K - $456K
|
39.9K
$2.02M
|