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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 29.65% |
$613K - $616K
|
53.2K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 36.4% |
$570K - $573K
|
42.4K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.1K+ 21.51% |
$560K - $563K
|
62.8K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$558K - $561K
|
11.1K
$559K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.1K+ 5.09% |
$510K - $513K
|
209K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.68K+ 8136.13% |
$488K - $490K
|
9.8K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.51KNew |
$479K - $482K
|
9.51K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
9.07K+ 5.01% |
$457K - $459K
|
190K
$9.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.8K+ 30.71% |
$443K - $446K
|
37.4K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.4K+ 13.58% |
$423K - $425K
|
70.2K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8.28K+ 8.99% |
$417K - $419K
|
100K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
7.99K+ 1.48% |
$403K - $405K
|
549K
$27.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.74K+ 22.54% |
$390K - $392K
|
42.1K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.53K+ 1.6% |
$379K - $381K
|
479K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Nepsis Inc.
|
BUY
|
- |
6.85K+ 17.27% |
$345K - $347K
|
46.5K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
6.67K+ 2.24% |
$336K - $338K
|
305K
$15.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.33KNew |
$319K - $321K
|
6.33K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.25K+ 11.72% |
$315K - $317K
|
59.6K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.25K+ 8.85% |
$315K - $317K
|
76.9K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.94K+ 2.5% |
$299K - $301K
|
244K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.64K+ 446.2% |
$284K - $286K
|
6.9K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.41K+ 6.21% |
$272K - $274K
|
92.5K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.41K+ 2.78% |
$272K - $274K
|
200K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
5.35K+ 128.55% |
$270K - $271K
|
9.52K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.3KNew |
$267K - $268K
|
5.3K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.03K+ 38.35% |
$253K - $255K
|
18.1K
$916K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
4.76KNew |
$240K - $241K
|
4.76K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$233K - $234K
|
4.62K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 50.58% |
$229K - $230K
|
13.5K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.45K+ 49.89% |
$224K - $226K
|
13.4K
$676K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.16K+ 10.73% |
$210K - $211K
|
43K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.1KNew |
$207K - $208K
|
4.1K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.92K+ 86.25% |
$198K - $199K
|
8.47K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.79K+ 3.19% |
$191K - $192K
|
122K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.65K+ 15.12% |
$184K - $185K
|
27.8K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.54K+ 8.45% |
$178K - $179K
|
45.4K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.49K+ 2.9% |
$176K - $177K
|
124K
$6.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.18K+ 47.87% |
$160K - $161K
|
9.81K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.04K+ 20.58% |
$153K - $154K
|
17.8K
$899K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
2.24K+ 7.34% |
$113K - $113K
|
32.8K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.07K+ 15.37% |
$104K - $105K
|
15.6K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.99K+ 8.29% |
$100K - $101K
|
26K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.84K+ 6.44% |
$92.5K - $93K
|
30.3K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.46K+ 1.39% |
$73.5K - $73.9K
|
107K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 7.26% |
$72.2K - $72.6K
|
21.2K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.34KNew |
$67.7K - $68.1K
|
1.34K
$67.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.11K+ 1.1% |
$56K - $56.3K
|
102K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.05K+ 17.48% |
$52.9K - $53.1K
|
7.05K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
935+ 5.65% |
$47.1K - $47.4K
|
17.5K
$882K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
788+ 3.54% |
$39.7K - $39.9K
|
23.1K
$1.17M
|