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 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
33.4K+ 2143.1% |
$1.68M - $1.69M
|
35K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
33.2K+ 20.68% |
$1.67M - $1.68M
|
194K
$9.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32.1K+ 6.41% |
$1.62M - $1.63M
|
533K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
31.5K+ 18.27% |
$1.59M - $1.6M
|
204K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
31.5K+ 6.42% |
$1.59M - $1.6M
|
522K
$26.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31.3K+ 4.98% |
$1.58M - $1.58M
|
659K
$33.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
31.3K+ 87.29% |
$1.57M - $1.58M
|
67.1K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
31.1K+ 97.38% |
$1.57M - $1.57M
|
63K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30.7K+ 5.22% |
$1.55M - $1.56M
|
619K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
30.5K+ 76.7% |
$1.54M - $1.55M
|
70.3K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.2K+ 194.83% |
$1.52M - $1.53M
|
45.8K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30.2K+ 3.62% |
$1.52M - $1.53M
|
866K
$43.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
30.2KNew |
$1.52M - $1.53M
|
30.2K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30.1K+ 34.81% |
$1.52M - $1.52M
|
117K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29.7K+ 21.21% |
$1.49M - $1.5M
|
170K
$8.57M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
29.4K+ 8.65% |
$1.48M - $1.49M
|
369K
$18.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
29.3K+ 1339.65% |
$1.48M - $1.49M
|
31.5K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
28.9KNew |
$1.46M - $1.46M
|
28.9K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
28.8K+ 43.27% |
$1.45M - $1.46M
|
95.3K
$4.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
28.4K+ 66.55% |
$1.43M - $1.44M
|
71.1K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.4K+ 13.7% |
$1.43M - $1.44M
|
236K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 66.91% |
$1.43M - $1.44M
|
70.8K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
28.3K+ 352.16% |
$1.43M - $1.43M
|
36.3K
$1.84M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27.9K+ 37.85% |
$1.4M - $1.41M
|
101K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
27.5K+ 26.36% |
$1.38M - $1.39M
|
132K
$6.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27.3K+ 8.81% |
$1.38M - $1.38M
|
337K
$17.1M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
27.2K+ 5.31% |
$1.37M - $1.38M
|
540K
$27.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
27.2K+ 79.61% |
$1.37M - $1.38M
|
61.3K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.8K+ 5.13% |
$1.35M - $1.36M
|
550K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.5K+ 16.7% |
$1.34M - $1.34M
|
185K
$9.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
26.3K+ 7.39% |
$1.32M - $1.33M
|
382K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25.8KNew |
$1.3M - $1.31M
|
25.8K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
25.8K+ 2.72% |
$1.3M - $1.31M
|
977K
$49.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
25.8K+ 584.14% |
$1.3M - $1.31M
|
30.2K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25.6K+ 22.83% |
$1.29M - $1.3M
|
138K
$6.98M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
25.2K+ 9.19% |
$1.27M - $1.28M
|
299K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
25.1K+ 9.13% |
$1.27M - $1.27M
|
301K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
24.9KNew |
$1.26M - $1.26M
|
24.9K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 35.36% |
$1.25M - $1.26M
|
95.3K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
24.5K+ 11.47% |
$1.23M - $1.24M
|
238K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
23.8K+ 14.99% |
$1.2M - $1.21M
|
183K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
23.7K+ 34.0% |
$1.19M - $1.2M
|
93.4K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
23.4K+ 34.83% |
$1.18M - $1.19M
|
90.8K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
23.2K+ 104.25% |
$1.17M - $1.17M
|
45.4K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23K+ 7.4% |
$1.16M - $1.17M
|
334K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
22.9K+ 6.18% |
$1.15M - $1.16M
|
393K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
22.7K+ 56.87% |
$1.14M - $1.15M
|
62.6K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22.5K+ 432.69% |
$1.13M - $1.14M
|
27.7K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
22.4K+ 10.17% |
$1.13M - $1.13M
|
242K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
21.7KNew |
$1.1M - $1.1M
|
21.7K
$1.1M
|