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 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43New |
$2.17K - $2.18K
|
43
$2.17K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
39+ 7.04% |
$1.97K - $1.98K
|
593
$30K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$1.86K - $1.87K
|
37
$1.87K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 136.0% |
$1.71K - $1.72K
|
59
$2.98K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34+ 1.14% |
$1.71K - $1.72K
|
3.03K
$153K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.62K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30+ 0.03% |
$1.51K - $1.52K
|
116K
$5.85M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
28+ 0.27% |
$1.41K - $1.42K
|
10.2K
$518K
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
24+ 0.46% |
$1.21K - $1.22K
|
5.22K
$264K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 1.14% |
$1.16K - $1.17K
|
2.04K
$103K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
23+ 6.59% |
$1.16K - $1.17K
|
372
$18.8K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
22+ 0.27% |
$1.11K - $1.11K
|
8.05K
$407K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
16+ 0.16% |
$806 - $811
|
9.71K
$491K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
13New |
$655 - $659
|
13
$657
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
13+ 0.08% |
$655 - $659
|
15.9K
$802K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.32% |
$655 - $659
|
4.13K
$209K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.71% |
$605 - $608
|
1.69K
$85.5K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 1.21% |
$454 - $456
|
753
$38.1K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$403 - $405
|
27.6K
$1.4M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 0.43% |
$302 - $304
|
1.42K
$71.6K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$252 - $253
|
9.78K
$494K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 1.27% |
$151 - $152
|
239
$12.1K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.4 - $50.7
|
750
$37.9K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 83.33% |
$252 - $253
|
1
$50.6
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-11- 0.23% |
$554 - $557
|
4.83K
$244K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-11- 0.61% |
$554 - $557
|
1.79K
$90.6K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 0.08% |
$1.21K - $1.22K
|
28.5K
$1.44M
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-25- 0.41% |
$1.26K - $1.27K
|
6.05K
$306K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.61% |
$1.31K - $1.32K
|
4.24K
$215K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-26- 0.29% |
$1.31K - $1.32K
|
8.89K
$450K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30- 96.77% |
$1.51K - $1.52K
|
1
$50.6
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-31- 0.27% |
$1.56K - $1.57K
|
11.3K
$571K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-32- 0.19% |
$1.61K - $1.62K
|
17K
$858K
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-44- 1.05% |
$2.22K - $2.23K
|
4.14K
$209K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-48- 0.39% |
$2.42K - $2.43K
|
12.1K
$613K
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-56- 0.57% |
$2.82K - $2.84K
|
9.75K
$493K
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-76- 0.96% |
$3.83K - $3.85K
|
7.83K
$396K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-81- 38.39% |
$4.08K - $4.1K
|
130
$6.57K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-84- 98.82% |
$4.23K - $4.26K
|
1
$50.6
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-89- 0.14% |
$4.48K - $4.51K
|
64.4K
$3.26M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-108- 63.16% |
$5.44K - $5.47K
|
63
$3.19K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-114- 1.06% |
$5.74K - $5.78K
|
10.6K
$538K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-116- 2.66% |
$5.85K - $5.88K
|
4.25K
$215K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-117- 17.78% |
$5.9K - $5.93K
|
541
$27.4K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-129- 3.85% |
$6.5K - $6.54K
|
3.23K
$163K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-130- 0.44% |
$6.55K - $6.59K
|
29.1K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.71% |
$6.65K - $6.69K
|
2.18K
$110K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 0.91% |
$6.75K - $6.79K
|
14.7K
$741K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-141- 12.4% |
$7.1K - $7.14K
|
996
$50.4K
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-147- 0.19% |
$7.41K - $7.45K
|
77.4K
$3.91M
|