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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 0.39% |
$76.7K - $77.1K
|
390K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.51K+ 7.66% |
$76.2K - $76.6K
|
21.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.5K+ 1.43% |
$75.8K - $76.2K
|
107K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.5K+ 17.66% |
$75.6K - $76K
|
9.99K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.47K+ 3.81% |
$74.1K - $74.5K
|
40.1K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.46K+ 7.14% |
$73.7K - $74.1K
|
22K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.46K+ 1.39% |
$73.5K - $73.9K
|
107K
$5.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 7.26% |
$72.2K - $72.6K
|
21.2K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.43K+ 7.6% |
$72.1K - $72.4K
|
20.3K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.43K+ 0.69% |
$72K - $72.3K
|
208K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.41K+ 3.22% |
$71.2K - $71.6K
|
45.2K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.34KNew |
$67.7K - $68.1K
|
1.34K
$68K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.33K+ 6.6% |
$67.2K - $67.6K
|
21.5K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.31K+ 2.56% |
$65.9K - $66.3K
|
52.5K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.26K+ 1.64% |
$63.2K - $63.6K
|
77.7K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.24K+ 5.45% |
$62.3K - $62.6K
|
23.9K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 3.18% |
$62.2K - $62.6K
|
40.1K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14K+ 27.42% |
$57.3K - $57.6K
|
5.28K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.13K+ 8.59% |
$56.7K - $57K
|
14.2K
$719K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.11K+ 1.1% |
$56K - $56.3K
|
102K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.77% |
$53.2K - $53.5K
|
39.2K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.05K+ 17.48% |
$52.9K - $53.1K
|
7.05K
$356K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.04K+ 219.33% |
$52.6K - $52.9K
|
1.52K
$76.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.03K+ 4.31% |
$52K - $52.2K
|
25K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1K+ 1.59% |
$50.5K - $50.8K
|
64.1K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
951+ 9.51% |
$47.9K - $48.2K
|
11K
$554K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
935+ 5.65% |
$47.1K - $47.4K
|
17.5K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
892+ 16.63% |
$44.9K - $45.2K
|
6.26K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
891+ 17.34% |
$44.9K - $45.1K
|
6.03K
$305K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
886+ 6.13% |
$44.6K - $44.9K
|
15.3K
$776K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
874+ 7.07% |
$44K - $44.3K
|
13.2K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
867+ 3.0% |
$43.7K - $43.9K
|
29.8K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
856+ 0.79% |
$43.1K - $43.4K
|
109K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
817+ 18.12% |
$41.2K - $41.4K
|
5.33K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
800+ 17.59% |
$40.3K - $40.5K
|
5.35K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
788+ 3.54% |
$39.7K - $39.9K
|
23.1K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
776+ 19.4% |
$39.1K - $39.3K
|
4.78K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
774+ 36.13% |
$39K - $39.2K
|
2.92K
$147K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
722New |
$36.4K - $36.6K
|
722
$36.5K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
706+ 1.04% |
$35.6K - $35.8K
|
68.8K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
702+ 7.01% |
$35.4K - $35.6K
|
10.7K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
681New |
$34.3K - $34.5K
|
681
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
654+ 0.56% |
$33K - $33.1K
|
117K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
625+ 1.13% |
$31.5K - $31.7K
|
56.1K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
596+ 2.3% |
$30K - $30.2K
|
26.5K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
560+ 1.18% |
$28.2K - $28.4K
|
47.9K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
536+ 2.87% |
$27K - $27.2K
|
19.2K
$973K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
531+ 58.87% |
$26.8K - $26.9K
|
1.43K
$72.5K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
506New |
$25.5K - $25.6K
|
506
$25.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
489+ 3.25% |
$24.6K - $24.8K
|
15.6K
$787K
|