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 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.53K- 3.8% |
$77.2K - $77.6K
|
38.8K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 0.67% |
$79.5K - $79.8K
|
234K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.63K- 6.25% |
$82.1K - $82.5K
|
24.5K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.74K- 20.88% |
$87.8K - $88.2K
|
6.61K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.81K- 20.52% |
$91.4K - $91.8K
|
7.03K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-1.86K- 7.99% |
$93.5K - $93.9K
|
21.4K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.87K- 16.09% |
$94.4K - $94.8K
|
9.77K
$493K
|
|
|
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
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.02K- 2.53% |
$102K - $102K
|
77.9K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.03K- 3.68% |
$102K - $103K
|
53.1K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.08K- 3.98% |
$105K - $105K
|
50.1K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.08K- 16.21% |
$105K - $105K
|
10.7K
$542K
|
|
|
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
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.16K- 7.67% |
$109K - $109K
|
26K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.19K- 16.38% |
$110K - $111K
|
11.2K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.21K- 1.73% |
$111K - $112K
|
126K
$6.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.23K- 0.54% |
$112K - $113K
|
406K
$20.5M
|
|
|
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
$1.89M
|
|
|
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
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.75K- 50.38% |
$139K - $139K
|
2.71K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.85K- 1.65% |
$143K - $144K
|
170K
$8.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.87K- 5.05% |
$144K - $145K
|
53.9K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.95K- 11.67% |
$149K - $149K
|
22.3K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.96K- 4.29% |
$149K - $150K
|
66.1K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.23K- 2.68% |
$163K - $164K
|
117K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.35K- 7.85% |
$169K - $169K
|
39.3K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-3.44K- 11.74% |
$173K - $174K
|
25.8K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.49K- 5.44% |
$176K - $176K
|
60.6K
$3.05M
|
|
|
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
$4.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.75K- 4.97% |
$189K - $190K
|
71.7K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.75K- 16.44% |
$189K - $190K
|
19.1K
$962K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.12K- 2.05% |
$208K - $209K
|
197K
$9.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.6% |
$216K - $217K
|
12.5K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.69K- 21.64% |
$236K - $237K
|
17K
$857K
|
|
|
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
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.05K- 15.67% |
$255K - $256K
|
27.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.09K- 11.05% |
$256K - $258K
|
41K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.16K- 35.06% |
$260K - $261K
|
9.55K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.27K- 28.69% |
$266K - $267K
|
13.1K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.46K- 4.13% |
$275K - $276K
|
127K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-5.48K- 5.65% |
$276K - $277K
|
91.5K
$4.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-5.72K- 16.85% |
$288K - $290K
|
28.2K
$1.42M
|
|
|
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
$4.32M
|