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 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 5.83% |
$74.7K - $75.1K
|
24K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.49K- 18.21% |
$74.8K - $75.2K
|
6.67K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.52K- 27.6% |
$76.3K - $76.7K
|
3.97K
$201K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.53K- 2.69% |
$76.9K - $77.4K
|
55.3K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.54K- 8.55% |
$77.3K - $77.8K
|
16.4K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.58K- 6.45% |
$79.8K - $80.2K
|
23K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.64K- 2.78% |
$82.5K - $83K
|
57.3K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.64K- 2.7% |
$82.7K - $83.2K
|
59.1K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.65K- 2.5% |
$83.2K - $83.7K
|
64.4K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.67K- 2.51% |
$84.1K - $84.6K
|
64.8K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.7K- 14.2% |
$85.6K - $86K
|
10.3K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.74K- 24.69% |
$87.4K - $87.9K
|
5.29K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 2.91% |
$88.8K - $89.3K
|
58.8K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.78K- 5.19% |
$89.9K - $90.4K
|
32.6K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-1.85K- 17.19% |
$93.3K - $93.8K
|
8.91K
$451K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 0.94% |
$94.1K - $94.6K
|
197K
$9.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.92K- 20.14% |
$96.6K - $97.2K
|
7.6K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.99K- 12.59% |
$100K - $101K
|
13.8K
$700K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2K- 90.25% |
$101K - $101K
|
216
$10.9K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.04K- 33.46% |
$103K - $103K
|
4.06K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.06K- 6.47% |
$104K - $104K
|
29.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.09K- 27.3% |
$105K - $106K
|
5.55K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.16K- 25.24% |
$109K - $110K
|
6.41K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.17K- 1.17% |
$109K - $110K
|
183K
$9.26M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.18K- 23.2% |
$110K - $110K
|
7.2K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.22K- 0.76% |
$112K - $112K
|
291K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.3K- 35.87% |
$116K - $117K
|
4.12K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.31K- 29.71% |
$116K - $117K
|
5.45K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.32K- 36.25% |
$117K - $117K
|
4.08K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.39K- 3.94% |
$121K - $121K
|
58.4K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.64K- 2.79% |
$133K - $134K
|
91.9K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.7K- 1.66% |
$136K - $137K
|
160K
$8.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.71K- 0.97% |
$137K - $137K
|
277K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.76K- 8.7% |
$139K - $140K
|
29K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.79K- 8.31% |
$141K - $141K
|
30.8K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.8K- 15.98% |
$141K - $142K
|
14.7K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.9K- 5.15% |
$146K - $147K
|
53.4K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2.99K- 5.54% |
$151K - $152K
|
51K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.1K- 26.26% |
$156K - $157K
|
8.71K
$441K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.15K- 6.26% |
$159K - $160K
|
47.2K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.19K- 35.92% |
$160K - $161K
|
5.68K
$287K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.21K- 22.38% |
$161K - $162K
|
11.1K
$562K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.27K- 24.09% |
$165K - $166K
|
10.3K
$522K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.31K- 6.65% |
$167K - $168K
|
46.5K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.33K- 13.95% |
$168K - $169K
|
20.5K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.36K- 15.49% |
$169K - $170K
|
18.3K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 40.66% |
$171K - $171K
|
4.94K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.39K- 0.71% |
$171K - $172K
|
473K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-3.65K- 5.07% |
$184K - $185K
|
68.4K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3.66K- 4.77% |
$185K - $186K
|
73.1K
$3.7M
|