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
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.87K- 16.09% |
$94.4K - $94.8K
|
9.77K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.95K- 7.62% |
$98K - $98.5K
|
23.6K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.01K- 6.55% |
$101K - $102K
|
28.6K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.03K- 3.68% |
$102K - $103K
|
53.1K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.08K- 16.21% |
$105K - $105K
|
10.7K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.09K- 6.5% |
$105K - $106K
|
30.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.15K- 9.83% |
$108K - $109K
|
19.7K
$998K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.19K- 16.38% |
$110K - $111K
|
11.2K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.23K- 0.54% |
$112K - $113K
|
406K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.23K- 49.14% |
$113K - $113K
|
2.31K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.32K- 5.83% |
$117K - $117K
|
37.5K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.38K- 5.3% |
$120K - $121K
|
42.6K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.62K- 37.65% |
$132K - $133K
|
4.34K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.85K- 1.65% |
$143K - $144K
|
170K
$8.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.23K- 2.68% |
$163K - $164K
|
117K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.49K- 5.44% |
$176K - $176K
|
60.6K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.61K- 46.73% |
$182K - $183K
|
4.12K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.65K- 3.68% |
$184K - $185K
|
95.7K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.75K- 16.44% |
$189K - $190K
|
19.1K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.12K- 2.05% |
$208K - $209K
|
197K
$9.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.6% |
$216K - $217K
|
12.5K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.69K- 21.64% |
$236K - $237K
|
17K
$859K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.71K- 12.01% |
$237K - $238K
|
34.5K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5K- 33.33% |
$252K - $253K
|
10K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.05K- 15.67% |
$255K - $256K
|
27.2K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.46K- 4.13% |
$275K - $276K
|
127K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.48K- 5.65% |
$276K - $277K
|
91.5K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-5.72K- 16.85% |
$288K - $290K
|
28.2K
$1.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6.21K- 9.26% |
$313K - $314K
|
60.8K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.47K- 7.02% |
$326K - $327K
|
85.7K
$4.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.77K- 7.37% |
$341K - $343K
|
85.1K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.89K- 1.39% |
$347K - $349K
|
487K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.04K- 55.75% |
$355K - $356K
|
5.59K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.27K- 19.2% |
$366K - $368K
|
30.6K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-8.09K- 6.47% |
$407K - $409K
|
117K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.35K- 2.09% |
$421K - $423K
|
392K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-8.47K- 31.18% |
$427K - $429K
|
18.7K
$946K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.85K- 11.14% |
$446K - $448K
|
70.6K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.95K- 50.07% |
$451K - $453K
|
8.93K
$451K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9K- 29.11% |
$453K - $455K
|
21.9K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-9.19K- 11.65% |
$463K - $465K
|
69.7K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.99K- 20.45% |
$503K - $505K
|
38.9K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-10.5K- 3.78% |
$529K - $531K
|
268K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-10.7K- 67.17% |
$540K - $542K
|
5.24K
$265K
|
|
|
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
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.4K- 1.5% |
$576K - $579K
|
750K
$37.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.1K- 7.99% |
$612K - $615K
|
140K
$7.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-12.5K- 17.5% |
$631K - $634K
|
59.1K
$2.99M
|