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 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
68.5KNew |
$3.45M - $3.47M
|
68.5K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
67.9K+ 22.17% |
$3.42M - $3.44M
|
374K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
67.4K+ 167.56% |
$3.4M - $3.41M
|
108K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
65.9K+ 22.39% |
$3.32M - $3.34M
|
360K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
65.1K+ 8.7% |
$3.28M - $3.3M
|
813K
$41.1M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
64.8K+ 207.85% |
$3.27M - $3.29M
|
96K
$4.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
64.1K+ 84.87% |
$3.23M - $3.25M
|
140K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
63KNew |
$3.17M - $3.19M
|
63K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
59.8K+ 18.32% |
$3.01M - $3.03M
|
386K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.6K+ 12.2% |
$3M - $3.02M
|
548K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
59.2K+ 5.37% |
$2.98M - $3M
|
1.16M
$58.7M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
58.8KNew |
$2.96M - $2.98M
|
58.8K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
58.5K+ 29.34% |
$2.95M - $2.96M
|
258K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57.4K+ 15.13% |
$2.89M - $2.91M
|
436K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
57.4K+ 26.97% |
$2.89M - $2.91M
|
270K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
56.4K+ 63.57% |
$2.84M - $2.86M
|
145K
$7.34M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
55.4K+ 6.05% |
$2.79M - $2.81M
|
972K
$49.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.2K+ 239.74% |
$2.68M - $2.69M
|
75.3K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
52.3KNew |
$2.63M - $2.65M
|
52.3K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
51.3K+ 21.91% |
$2.58M - $2.6M
|
285K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.7K+ 3.37% |
$2.56M - $2.57M
|
1.56M
$78.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
50.6K+ 31.71% |
$2.55M - $2.57M
|
210K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.6K+ 126.74% |
$2.5M - $2.51M
|
88.8K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
48.6K+ 804.12% |
$2.45M - $2.46M
|
54.7K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.9K+ 53.42% |
$2.41M - $2.43M
|
138K
$6.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
47.7K+ 477.01% |
$2.4M - $2.42M
|
57.7K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
46.4K+ 22.97% |
$2.34M - $2.35M
|
248K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
45.9K+ 455.77% |
$2.31M - $2.33M
|
56K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
45.8K+ 108.77% |
$2.31M - $2.32M
|
87.8K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
45K+ 69.95% |
$2.27M - $2.28M
|
109K
$5.53M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
44.8K+ 234.83% |
$2.26M - $2.27M
|
63.9K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
44.7K+ 26.68% |
$2.25M - $2.27M
|
212K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
44.1K+ 402.37% |
$2.22M - $2.23M
|
55K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
43.9K+ 36.33% |
$2.21M - $2.22M
|
165K
$8.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
41K+ 34.21% |
$2.06M - $2.07M
|
161K
$8.12M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40.3KNew |
$2.03M - $2.04M
|
40.3K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
39.8K+ 42.0% |
$2.01M - $2.02M
|
135K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
39.2KNew |
$1.98M - $1.99M
|
39.2K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38.9K+ 109.0% |
$1.96M - $1.97M
|
74.6K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
38.3K+ 41.65% |
$1.93M - $1.94M
|
130K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
38.2K+ 99.86% |
$1.92M - $1.93M
|
76.4K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
37.6KNew |
$1.9M - $1.91M
|
37.6K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
37.1KNew |
$1.87M - $1.88M
|
37.1K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36.7K+ 41.72% |
$1.85M - $1.86M
|
125K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
36.4K+ 7.41% |
$1.83M - $1.84M
|
527K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
36.3K+ 15.25% |
$1.83M - $1.84M
|
274K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
36.3K+ 2.25% |
$1.83M - $1.84M
|
1.65M
$83.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
34.8K+ 77.72% |
$1.75M - $1.76M
|
79.5K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
34.4K+ 2.67% |
$1.73M - $1.74M
|
1.32M
$66.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
33.8K+ 10.76% |
$1.7M - $1.71M
|
348K
$17.6M
|