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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.6K+ 79.01% |
$1.09M - $1.09M
|
48.9K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
21.5KNew |
$1.08M - $1.09M
|
21.5K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.4K+ 7.93% |
$1.08M - $1.08M
|
291K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.3K+ 31.41% |
$1.07M - $1.08M
|
89K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 50.15% |
$1.06M - $1.07M
|
63.2K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20.9K+ 11.12% |
$1.05M - $1.06M
|
209K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.8K+ 5.32% |
$1.05M - $1.05M
|
413K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
20.8K+ 16.4% |
$1.05M - $1.05M
|
147K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
20.7KNew |
$1.04M - $1.05M
|
20.7K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.6K+ 4.56% |
$1.04M - $1.05M
|
473K
$23.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
20.5KNew |
$1.03M - $1.04M
|
20.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20K+ 5.16% |
$1.01M - $1.01M
|
407K
$20.6M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.6K+ 18.73% |
$986K - $991K
|
124K
$6.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
19.4K+ 6.64% |
$979K - $985K
|
312K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
19.2K+ 34.58% |
$965K - $970K
|
74.6K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.4K+ 0.17% |
$926K - $931K
|
11M
$556M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
18.3K+ 5.62% |
$924K - $929K
|
344K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
18.3K+ 222.65% |
$920K - $925K
|
26.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
18.2K+ 3.98% |
$919K - $924K
|
476K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
18.1K+ 7.85% |
$911K - $916K
|
248K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
17.9K+ 8.39% |
$900K - $905K
|
231K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.8K+ 29.7% |
$895K - $900K
|
77.6K
$3.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17.6K+ 4.63% |
$888K - $893K
|
398K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.6KNew |
$838K - $842K
|
16.6K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.6KNew |
$838K - $842K
|
16.6K
$841K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
16.4K+ 3.6% |
$828K - $832K
|
473K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.4KNew |
$826K - $830K
|
16.4K
$829K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
16.4KNew |
$824K - $829K
|
16.4K
$827K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15.9K+ 1.99% |
$803K - $808K
|
818K
$41.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.7K+ 21.81% |
$790K - $794K
|
87.6K
$4.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
15.7K+ 8.94% |
$789K - $793K
|
191K
$9.65M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 3.19% |
$784K - $788K
|
503K
$25.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.4KNew |
$777K - $781K
|
15.4K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
15.4K+ 22.03% |
$775K - $779K
|
85.2K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15.3K+ 4.77% |
$771K - $775K
|
336K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.1K+ 7.18% |
$760K - $764K
|
225K
$11.4M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14.9K+ 11.76% |
$753K - $757K
|
142K
$7.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14.9K+ 92.69% |
$750K - $754K
|
30.9K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
14.8K+ 158.15% |
$748K - $752K
|
24.2K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.8K+ 9.13% |
$747K - $751K
|
177K
$8.96M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 3.86% |
$741K - $745K
|
395K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
14.6KNew |
$734K - $738K
|
14.6K
$737K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
14.5KNew |
$728K - $732K
|
14.5K
$731K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.2K+ 13.84% |
$717K - $721K
|
117K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14.2K+ 67.59% |
$716K - $720K
|
35.2K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 4.63% |
$714K - $718K
|
320K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
14.1K+ 25.16% |
$711K - $715K
|
70.2K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.1K+ 35.92% |
$710K - $714K
|
53.4K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14K+ 272.45% |
$706K - $709K
|
19.1K
$968K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
14K+ 11.43% |
$703K - $707K
|
136K
$6.88M
|