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 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 1.74% |
$833K - $838K
|
932K
$47.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-16.6K- 8.97% |
$836K - $840K
|
168K
$8.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16.9K- 12.24% |
$853K - $858K
|
121K
$6.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.3K- 8.6% |
$870K - $875K
|
184K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.3K- 19.65% |
$871K - $876K
|
70.7K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-17.7K- 6.99% |
$893K - $898K
|
236K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18.3K- 53.64% |
$920K - $925K
|
15.8K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-19.1K- 4.69% |
$960K - $965K
|
387K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.1K- 3.24% |
$962K - $967K
|
569K
$28.8M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20K- 81.79% |
$1.01M - $1.01M
|
4.46K
$225K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 21.48% |
$1.04M - $1.04M
|
75.1K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20.8K- 6.65% |
$1.05M - $1.06M
|
293K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.3K- 13.8% |
$1.08M - $1.08M
|
133K
$6.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.6K- 13.04% |
$1.19M - $1.19M
|
157K
$7.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-24K- 5.8% |
$1.21M - $1.22M
|
390K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24.6K- 3.42% |
$1.24M - $1.24M
|
694K
$35.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-24.6K- 39.89% |
$1.24M - $1.25M
|
37.1K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-25.4K- 13.66% |
$1.28M - $1.29M
|
161K
$8.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-25.7K- 5.15% |
$1.29M - $1.3M
|
473K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.7K- 68.84% |
$1.29M - $1.3M
|
11.6K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-26.8K- 6.39% |
$1.35M - $1.36M
|
393K
$19.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-28.2K- 10.28% |
$1.42M - $1.43M
|
246K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-29K- 35.48% |
$1.46M - $1.47M
|
52.8K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-30.3K- 95.1% |
$1.52M - $1.53M
|
1.56K
$78.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-30.4K- 6.67% |
$1.53M - $1.54M
|
425K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-30.5K- 18.91% |
$1.54M - $1.55M
|
131K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-30.9K- 29.39% |
$1.55M - $1.56M
|
74.1K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-31.2K- 15.63% |
$1.57M - $1.58M
|
168K
$8.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-33.7K- 38.03% |
$1.7M - $1.71M
|
54.9K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-34.2K- 13.27% |
$1.72M - $1.73M
|
223K
$11.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-35.9K- 16.87% |
$1.81M - $1.82M
|
177K
$8.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-36.1K- 76.98% |
$1.82M - $1.83M
|
10.8K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-37.7K- 10.11% |
$1.9M - $1.91M
|
335K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-37.9K- 13.21% |
$1.91M - $1.92M
|
249K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-38.1K- 34.03% |
$1.92M - $1.93M
|
73.9K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-38.4K- 30.25% |
$1.93M - $1.94M
|
88.5K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39.3K- 30.44% |
$1.98M - $1.99M
|
89.7K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.5K- 1.96% |
$1.99M - $2M
|
1.98M
$100M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-41.4K- 42.25% |
$2.08M - $2.1M
|
56.5K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-41.7K- 71.6% |
$2.1M - $2.11M
|
16.6K
$837K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43.3K- 31.47% |
$2.18M - $2.19M
|
94.3K
$4.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-43.5K- 28.92% |
$2.19M - $2.2M
|
107K
$5.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44.4K- 50.0% |
$2.24M - $2.25M
|
44.4K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-45K- 13.15% |
$2.27M - $2.28M
|
298K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.1K- 27.32% |
$2.27M - $2.28M
|
120K
$6.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-50.1K- 56.54% |
$2.52M - $2.54M
|
38.5K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50.5K- 37.15% |
$2.55M - $2.56M
|
85.5K
$4.32M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-51.2K- 9.37% |
$2.58M - $2.59M
|
495K
$25.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-51.5K- 93.08% |
$2.59M - $2.61M
|
3.83K
$193K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-57.4K- 16.35% |
$2.89M - $2.91M
|
294K
$14.9M
|