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 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$520K - $522K
|
10.3K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
10.3KNew |
$519K - $522K
|
10.3K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$515K - $517K
|
10.2K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.1K+ 83.65% |
$510K - $512K
|
22.2K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10KNew |
$504K - $506K
|
10K
$505K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
10KNew |
$504K - $506K
|
10K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10KNew |
$504K - $506K
|
10K
$505K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.96K+ 156.61% |
$502K - $504K
|
16.3K
$824K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.94K+ 212.24% |
$501K - $503K
|
14.6K
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9.85K+ 8.96% |
$496K - $498K
|
120K
$6.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
9.81KNew |
$494K - $496K
|
9.81K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
9.7KNew |
$488K - $491K
|
9.7K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.63K+ 35.75% |
$485K - $487K
|
36.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.52KNew |
$480K - $482K
|
9.52K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.45K+ 39.17% |
$476K - $478K
|
33.6K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
9.44KNew |
$476K - $478K
|
9.44K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.44KNew |
$475K - $478K
|
9.44K
$476K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
9.41KNew |
$474K - $476K
|
9.41K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.4KNew |
$473K - $476K
|
9.4K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.39K+ 86.89% |
$473K - $475K
|
20.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9.39K+ 3.29% |
$473K - $475K
|
295K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 3.6% |
$472K - $474K
|
270K
$13.6M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.31KNew |
$469K - $471K
|
9.31K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
9.28K+ 13.77% |
$467K - $469K
|
76.7K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9.26K+ 6.94% |
$466K - $469K
|
143K
$7.2M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.12K+ 8.31% |
$460K - $462K
|
119K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
9.01K+ 29.16% |
$454K - $456K
|
39.9K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
9K+ 25.42% |
$453K - $455K
|
44.4K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.96K+ 18.7% |
$451K - $453K
|
56.9K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
8.84K+ 4.42% |
$445K - $447K
|
209K
$10.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
8.76K+ 7.39% |
$441K - $443K
|
127K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.76K+ 4.41% |
$441K - $443K
|
207K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.69K+ 18.24% |
$438K - $440K
|
56.3K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.64K+ 13.85% |
$435K - $437K
|
71K
$3.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.57KNew |
$432K - $434K
|
8.57K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.51K+ 28.17% |
$429K - $431K
|
38.7K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.48K+ 89.34% |
$427K - $429K
|
18K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.37K+ 21.89% |
$421K - $423K
|
46.6K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.28K+ 25.11% |
$417K - $419K
|
41.2K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.27K+ 34.66% |
$416K - $418K
|
32.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.25K+ 6.88% |
$416K - $418K
|
128K
$6.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$413K - $415K
|
8.2K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.18KNew |
$412K - $414K
|
8.18K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.17KNew |
$412K - $414K
|
8.17K
$412K
|
|
|
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
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.99K+ 4.51% |
$403K - $404K
|
185K
$9.35M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.88K+ 1.63% |
$397K - $399K
|
493K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7.88K+ 16.58% |
$397K - $399K
|
55.4K
$2.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.75K+ 10.31% |
$390K - $392K
|
82.9K
$4.18M
|