Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.18K+ 47.87% |
$160K - $161K
|
9.81K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.11K+ 20.2% |
$157K - $157K
|
18.5K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.05K+ 1.73% |
$154K - $155K
|
180K
$9.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.04K+ 20.58% |
$153K - $154K
|
17.8K
$901K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 4.75% |
$152K - $153K
|
66.4K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3K+ 4.15% |
$151K - $152K
|
75.3K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$148K - $149K
|
2.94K
$148K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.93K+ 5.0% |
$148K - $148K
|
61.5K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.9K+ 15.21% |
$146K - $147K
|
22K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.87KNew |
$145K - $145K
|
2.87K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.83K+ 137.66% |
$143K - $143K
|
4.88K
$247K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.79K+ 43.36% |
$141K - $142K
|
9.24K
$467K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.68K+ 98.93% |
$135K - $136K
|
5.39K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 3.19% |
$133K - $134K
|
85.5K
$4.32M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.6K+ 0.52% |
$131K - $132K
|
506K
$25.6M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.59K+ 3.74% |
$130K - $131K
|
71.8K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.52K+ 8.9% |
$127K - $128K
|
30.8K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.35K+ 44.82% |
$118K - $119K
|
7.59K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.3K+ 1.19% |
$116K - $117K
|
195K
$9.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.3K+ 5.6% |
$116K - $116K
|
43.3K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
2.24K+ 7.34% |
$113K - $113K
|
32.8K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.2K+ 17.45% |
$111K - $111K
|
14.8K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.12K+ 5.14% |
$107K - $107K
|
43.4K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.07K+ 21.98% |
$105K - $105K
|
11.5K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.07K+ 15.37% |
$104K - $105K
|
15.6K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.04K+ 34.67% |
$103K - $104K
|
7.94K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
2.04KNew |
$103K - $103K
|
2.04K
$103K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.04KNew |
$103K - $103K
|
2.04K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.03K+ 1.57% |
$102K - $103K
|
131K
$6.64M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.02K+ 4.38% |
$102K - $102K
|
48.1K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.02K+ 2.31% |
$102K - $102K
|
89.5K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.01K+ 1.87% |
$101K - $102K
|
110K
$5.54M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2K+ 164.88% |
$101K - $101K
|
3.21K
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.99K+ 8.29% |
$100K - $101K
|
26K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.93K+ 7.44% |
$97.4K - $97.9K
|
27.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 7.34% |
$96.2K - $96.8K
|
27.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.9K+ 7.23% |
$95.7K - $96.3K
|
28.2K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.86K+ 23.66% |
$93.9K - $94.4K
|
9.74K
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.84K+ 6.44% |
$92.5K - $93K
|
30.3K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.8K+ 0.12% |
$90.9K - $91.4K
|
1.45M
$73.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.78K+ 5.48% |
$89.9K - $90.4K
|
34.4K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.77K+ 3.52% |
$89K - $89.5K
|
51.9K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.76K+ 4.87% |
$88.9K - $89.4K
|
38K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.74K+ 37.65% |
$87.5K - $87.9K
|
6.35K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.73K+ 31.82% |
$87.1K - $87.6K
|
7.16K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.7K+ 10.69% |
$85.7K - $86.1K
|
17.6K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.67K+ 1.93% |
$84.3K - $84.7K
|
88.4K
$4.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.56K+ 8.21% |
$78.7K - $79.1K
|
20.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.55K+ 26.95% |
$78K - $78.4K
|
7.29K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.53K+ 24.88% |
$77.3K - $77.7K
|
7.7K
$389K
|