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 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.96K+ 18.7% |
$451K - $453K
|
56.9K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.84K+ 4.42% |
$445K - $447K
|
209K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
8.76K+ 7.39% |
$441K - $443K
|
127K
$6.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.48K+ 89.34% |
$427K - $429K
|
18K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.28K+ 25.11% |
$417K - $419K
|
41.2K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$413K - $415K
|
8.2K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.17KNew |
$412K - $414K
|
8.17K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.08K+ 19.12% |
$407K - $409K
|
50.3K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8K+ 14.86% |
$403K - $405K
|
61.8K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.99K+ 4.51% |
$403K - $404K
|
185K
$9.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.72K+ 15.66% |
$389K - $391K
|
57K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
7.66K+ 5.95% |
$386K - $388K
|
136K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.43K+ 44.84% |
$374K - $376K
|
24K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.41K+ 9.13% |
$373K - $375K
|
88.6K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$370K - $372K
|
7.34K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.07K+ 3.48% |
$356K - $357K
|
210K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7.03K+ 24.18% |
$354K - $356K
|
36.1K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.93K+ 1.4% |
$349K - $351K
|
500K
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
6.27K+ 23.87% |
$316K - $317K
|
32.5K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.98KNew |
$301K - $303K
|
5.98K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
5.62KNew |
$283K - $284K
|
5.62K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.49KNew |
$276K - $278K
|
5.49K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.44K+ 2.9% |
$274K - $275K
|
193K
$9.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2K+ 13.15% |
$262K - $263K
|
44.8K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5KNew |
$252K - $253K
|
5K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.96KNew |
$250K - $251K
|
4.96K
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.89K+ 18.22% |
$246K - $247K
|
31.7K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.83K+ 3.88% |
$243K - $244K
|
129K
$6.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.76K+ 10.06% |
$240K - $241K
|
52.1K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.71K+ 19.97% |
$237K - $238K
|
28.3K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
4.62K+ 1.7% |
$233K - $234K
|
277K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.55KNew |
$229K - $230K
|
4.55K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.54K+ 4.21% |
$229K - $230K
|
112K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.53KNew |
$228K - $229K
|
4.53K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.51K+ 12.34% |
$227K - $228K
|
41K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.43K+ 176.26% |
$223K - $224K
|
6.95K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.41KNew |
$222K - $223K
|
4.41K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.15KNew |
$209K - $210K
|
4.15K
$210K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.97KNew |
$200K - $201K
|
3.97K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.96K+ 49.27% |
$199K - $200K
|
12K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
3.76K+ 1.39% |
$190K - $190K
|
275K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.75K+ 7.26% |
$189K - $190K
|
55.4K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 12.02% |
$184K - $185K
|
34.1K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.41K+ 0.58% |
$172K - $172K
|
588K
$29.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.2K+ 0.42% |
$161K - $162K
|
758K
$38.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.15K+ 13.37% |
$159K - $159K
|
26.7K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.83K+ 12.52% |
$143K - $143K
|
25.4K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.66K+ 8.04% |
$134K - $134K
|
35.7K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62K+ 56.34% |
$132K - $132K
|
7.27K
$367K
|