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 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-510- 1.67% |
$25.7K - $25.8K
|
30.1K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-519- 9.46% |
$26.2K - $26.3K
|
4.97K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-537- 1.37% |
$27.1K - $27.2K
|
38.7K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-544- 10.94% |
$27.4K - $27.6K
|
4.43K
$224K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-548- 8.46% |
$27.6K - $27.8K
|
5.93K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-557- 9.88% |
$28.1K - $28.2K
|
5.08K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-561- 3.14% |
$28.3K - $28.4K
|
17.3K
$875K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-575- 10.45% |
$29K - $29.1K
|
4.93K
$249K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-602- 2.0% |
$30.3K - $30.5K
|
29.5K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-605- 6.47% |
$30.5K - $30.6K
|
8.75K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-645- 2.58% |
$32.5K - $32.7K
|
24.4K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-649- 1.35% |
$32.7K - $32.9K
|
47.4K
$2.4M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-681- 0.74% |
$34.3K - $34.5K
|
90.8K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-732- 0.32% |
$36.9K - $37.1K
|
229K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-739- 79.72% |
$37.2K - $37.4K
|
188
$9.51K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-744- 6.54% |
$37.5K - $37.7K
|
10.6K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-752- 7.99% |
$37.9K - $38.1K
|
8.66K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-784- 11.21% |
$39.5K - $39.7K
|
6.21K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-785- 2.24% |
$39.6K - $39.8K
|
34.3K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-798- 8.0% |
$40.2K - $40.4K
|
9.17K
$464K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-857- 2.09% |
$43.2K - $43.4K
|
40.1K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-875- 2.09% |
$44.1K - $44.3K
|
40.9K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-929- 2.4% |
$46.8K - $47.1K
|
37.8K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-929Closed |
$46.8K - $47.1K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-940- 2.68% |
$47.4K - $47.6K
|
34.1K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-940- 13.77% |
$47.4K - $47.6K
|
5.89K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-941- 4.42% |
$47.4K - $47.7K
|
20.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-949- 17.27% |
$47.8K - $48.1K
|
4.55K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-961- 14.54% |
$48.4K - $48.7K
|
5.65K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-966- 5.38% |
$48.7K - $48.9K
|
17K
$860K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-979- 1.84% |
$49.3K - $49.6K
|
52.1K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-990- 9.34% |
$49.9K - $50.2K
|
9.61K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1K- 1.96% |
$50.5K - $50.8K
|
50.2K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.47% |
$51.8K - $52K
|
215K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.04K- 0.81% |
$52.4K - $52.7K
|
128K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.08K- 51.73% |
$54.3K - $54.6K
|
1.01K
$50.8K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 5.46% |
$54.9K - $55.2K
|
18.9K
$955K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 0.9% |
$56.9K - $57.2K
|
124K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.21K- 17.73% |
$60.8K - $61.1K
|
5.6K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.21% |
$62.2K - $62.6K
|
101K
$5.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.25K- 7.09% |
$62.9K - $63.3K
|
16.4K
$828K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.3K- 0.99% |
$65.6K - $66K
|
130K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.32K- 0.53% |
$66.7K - $67K
|
249K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 72.79% |
$67.1K - $67.5K
|
498
$25.2K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.34K- 1.98% |
$67.4K - $67.8K
|
66.2K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.35K- 7.44% |
$68K - $68.3K
|
16.8K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.36K- 11.99% |
$68.4K - $68.8K
|
9.97K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.41K- 17.44% |
$70.8K - $71.2K
|
6.66K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.47K- 8.34% |
$74K - $74.4K
|
16.1K
$816K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 3.28% |
$74.2K - $74.6K
|
43.5K
$2.2M
|