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 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
485New |
$24.4K - $24.6K
|
485
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
466New |
$23.5K - $23.6K
|
466
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
432+ 2.75% |
$21.8K - $21.9K
|
16.1K
$816K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
401+ 2.69% |
$20.2K - $20.3K
|
15.3K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
367+ 0.51% |
$18.5K - $18.6K
|
72.1K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
333+ 0.7% |
$16.8K - $16.9K
|
47.8K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
321+ 4.0% |
$16.2K - $16.3K
|
8.36K
$423K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
288+ 0.14% |
$14.5K - $14.6K
|
209K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
285+ 1.48% |
$14.4K - $14.4K
|
19.5K
$987K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
273+ 2.36% |
$13.8K - $13.8K
|
11.8K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
250New |
$12.6K - $12.7K
|
250
$12.6K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
240+ 60.76% |
$12.1K - $12.2K
|
635
$32.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
239+ 0.31% |
$12K - $12.1K
|
76.2K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
197+ 4.05% |
$9.93K - $9.98K
|
5.06K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
194+ 1.58% |
$9.78K - $9.83K
|
12.4K
$629K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
190+ 1.81% |
$9.57K - $9.63K
|
10.7K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
181+ 1.29% |
$9.12K - $9.17K
|
14.3K
$721K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
159+ 0.06% |
$8.01K - $8.05K
|
279K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
155+ 0.25% |
$7.81K - $7.85K
|
61.9K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
146+ 0.87% |
$7.36K - $7.4K
|
16.9K
$854K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
145+ 1.52% |
$7.31K - $7.35K
|
9.7K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
142+ 0.9% |
$7.16K - $7.19K
|
15.9K
$804K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
133New |
$6.7K - $6.74K
|
133
$6.73K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
133+ 3.15% |
$6.7K - $6.74K
|
4.35K
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
118+ 2.6% |
$5.95K - $5.98K
|
4.65K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
118+ 0.38% |
$5.95K - $5.98K
|
31.4K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
116+ 2.37% |
$5.85K - $5.88K
|
5.01K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
115+ 0.74% |
$5.79K - $5.83K
|
15.7K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
111+ 1.19% |
$5.59K - $5.62K
|
9.41K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
105+ 0.2% |
$5.29K - $5.32K
|
52.3K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
104+ 1.16% |
$5.24K - $5.27K
|
9.04K
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
104New |
$5.24K - $5.27K
|
104
$5.26K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
103+ 0.2% |
$5.19K - $5.22K
|
50.6K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
99+ 0.78% |
$4.99K - $5.02K
|
12.9K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
93New |
$4.69K - $4.71K
|
93
$4.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
84+ 0.67% |
$4.23K - $4.26K
|
12.6K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
83New |
$4.18K - $4.2K
|
83
$4.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
82+ 1.07% |
$4.13K - $4.15K
|
7.74K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
79+ 0.77% |
$3.98K - $4K
|
10.4K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
73+ 0.63% |
$3.68K - $3.7K
|
11.7K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.15% |
$3.48K - $3.5K
|
6.05K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66+ 0.07% |
$3.33K - $3.34K
|
95.3K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
66+ 58.41% |
$3.33K - $3.34K
|
179
$9.05K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
65+ 1.64% |
$3.28K - $3.29K
|
4.04K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
63+ 0.6% |
$3.17K - $3.19K
|
10.6K
$536K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
59+ 1.01% |
$2.97K - $2.99K
|
5.92K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
50+ 0.27% |
$2.52K - $2.53K
|
18.7K
$947K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 0.68% |
$2.22K - $2.23K
|
6.55K
$331K
|