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 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.7K- 42.5% |
$186K - $187K
|
5K
$253K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.7K- 45.2% |
$186K - $187K
|
4.48K
$227K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3.91K- 2.7% |
$197K - $198K
|
141K
$7.11M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.98K- 12.09% |
$200K - $202K
|
28.9K
$1.46M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.01K- 0.71% |
$202K - $203K
|
557K
$28.2M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-4.02K- 12.5% |
$202K - $203K
|
28.1K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.06K- 3.26% |
$205K - $206K
|
121K
$6.1M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-4.21K- 19.21% |
$212K - $213K
|
17.7K
$895K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-4.29K- 5.71% |
$216K - $217K
|
70.8K
$3.58M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.3K- 46.54% |
$217K - $218K
|
4.94K
$250K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-4.39K- 24.0% |
$221K - $222K
|
13.9K
$703K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-4.4K- 21.66% |
$222K - $223K
|
15.9K
$805K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.42K- 11.07% |
$223K - $224K
|
35.5K
$1.79M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.42K- 6.01% |
$223K - $224K
|
69.1K
$3.5M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.43K- 24.44% |
$223K - $224K
|
13.7K
$693K
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.45K- 34.19% |
$224K - $225K
|
8.56K
$433K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.54K- 8.84% |
$229K - $230K
|
46.8K
$2.37M
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.58K- 4.67% |
$231K - $232K
|
93.5K
$4.73M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-4.61K- 10.54% |
$232K - $234K
|
39.2K
$1.98M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.65K- 33.48% |
$234K - $235K
|
9.23K
$467K
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-4.68K- 4.89% |
$236K - $237K
|
91K
$4.6M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.69K- 67.52% |
$236K - $238K
|
2.26K
$114K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.73K- 16.76% |
$239K - $240K
|
23.5K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.8K- 17.53% |
$242K - $243K
|
22.6K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.84K- 11.26% |
$244K - $245K
|
38.1K
$1.93M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.87K- 24.53% |
$246K - $247K
|
15K
$758K
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-4.93K- 48.85% |
$249K - $250K
|
5.17K
$261K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.16K- 8.85% |
$260K - $262K
|
53.2K
$2.69M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.33K- 41.86% |
$269K - $270K
|
7.41K
$375K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-5.47K- 10.15% |
$276K - $277K
|
48.4K
$2.45M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.49K- 11.33% |
$277K - $278K
|
43K
$2.17M
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.54K- 4.89% |
$279K - $281K
|
108K
$5.45M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.56K- 4.67% |
$280K - $282K
|
113K
$5.73M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.62K- 53.21% |
$283K - $284K
|
4.94K
$250K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.9K- 2.12% |
$297K - $299K
|
272K
$13.8M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.97K- 4.74% |
$301K - $302K
|
120K
$6.06M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.05K- 12.45% |
$305K - $306K
|
42.5K
$2.15M
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-6.1K- 2.41% |
$308K - $309K
|
247K
$12.5M
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-6.15K- 5.51% |
$310K - $312K
|
106K
$5.34M
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-6.15K- 7.1% |
$310K - $312K
|
80.5K
$4.07M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 1.53% |
$324K - $326K
|
412K
$20.8M
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-6.52K- 9.74% |
$328K - $330K
|
60.4K
$3.06M
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6.52K- 0.87% |
$328K - $330K
|
743K
$37.6M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.52K- 21.58% |
$329K - $330K
|
23.7K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6.56K- 30.7% |
$331K - $332K
|
14.8K
$749K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.56K- 12.61% |
$331K - $333K
|
45.5K
$2.3M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.58K- 25.45% |
$332K - $333K
|
19.3K
$975K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.09K- 5.47% |
$357K - $359K
|
122K
$6.19M
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.15K- 6.09% |
$360K - $362K
|
110K
$5.58M
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-7.33K- 14.7% |
$369K - $371K
|
42.5K
$2.15M
|