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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12.6K- 11.01% |
$635K - $637K
|
102K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13K- 42.67% |
$655K - $658K
|
17.5K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 12.14% |
$659K - $662K
|
94.7K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13.3K- 10.5% |
$669K - $672K
|
113K
$5.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-13.9K- 31.45% |
$698K - $702K
|
30.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-14K- 8.01% |
$703K - $707K
|
160K
$8.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.1K- 13.09% |
$758K - $762K
|
100K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15.1K- 4.18% |
$759K - $762K
|
345K
$17.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-16.8K- 44.65% |
$844K - $848K
|
20.8K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.4K- 74.49% |
$928K - $933K
|
6.31K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19.3K- 30.77% |
$972K - $977K
|
43.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-19.4K- 7.29% |
$977K - $981K
|
247K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-19.8K- 9.93% |
$999K - $1M
|
180K
$9.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-19.9K- 27.98% |
$1M - $1.01M
|
51.2K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21.6K- 11.98% |
$1.09M - $1.09M
|
159K
$8.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22.5K- 11.46% |
$1.13M - $1.14M
|
174K
$8.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23.4K- 71.58% |
$1.18M - $1.18M
|
9.3K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-23.7K- 26.32% |
$1.2M - $1.2M
|
66.4K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-27.1K- 14.91% |
$1.36M - $1.37M
|
155K
$7.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-27.5K- 15.97% |
$1.38M - $1.39M
|
144K
$7.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-32.2K- 7.12% |
$1.62M - $1.63M
|
420K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-33K- 11.52% |
$1.66M - $1.67M
|
254K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.6K- 51.22% |
$1.74M - $1.75M
|
32.9K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.1K- 10.25% |
$1.77M - $1.77M
|
307K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-35.7K- 13.97% |
$1.8M - $1.81M
|
220K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-36.9K- 9.81% |
$1.86M - $1.87M
|
339K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-41.2K- 60.07% |
$2.07M - $2.08M
|
27.4K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53.7K- 22.31% |
$2.7M - $2.72M
|
187K
$9.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.2K- 54.16% |
$2.73M - $2.74M
|
45.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83.8K- 99.63% |
$4.22M - $4.24M
|
312
$15.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-85.4K- 14.75% |
$4.3M - $4.32M
|
493K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-95.6K- 33.93% |
$4.82M - $4.84M
|
186K
$9.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-99.9K- 92.56% |
$5.03M - $5.06M
|
8.04K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-106K- 26.24% |
$5.35M - $5.37M
|
298K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-122K- 62.77% |
$6.13M - $6.16M
|
72.2K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-141K- 23.02% |
$7.1M - $7.14M
|
472K
$23.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-157K- 33.53% |
$7.9M - $7.94M
|
311K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-207K- 40.37% |
$10.4M - $10.5M
|
306K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-877K- 95.42% |
$44.2M - $44.4M
|
42.1K
$2.13M
|