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 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13.9K+ 6.85% |
$702K - $706K
|
217K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.8K+ 123.77% |
$696K - $700K
|
25K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.7K+ 52.12% |
$692K - $696K
|
40.1K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.3K+ 16.05% |
$672K - $675K
|
96.4K
$4.87M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.3KNew |
$670K - $674K
|
13.3K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13.1K+ 55.2% |
$660K - $664K
|
36.8K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13K+ 15.57% |
$656K - $660K
|
96.7K
$4.89M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.8KNew |
$647K - $650K
|
12.8K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 9.31% |
$647K - $650K
|
151K
$7.62M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.7K+ 19.1% |
$642K - $645K
|
79.5K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.7K+ 4.09% |
$641K - $644K
|
324K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.6KNew |
$635K - $639K
|
12.6K
$637K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
12.5K+ 16.24% |
$628K - $631K
|
89.1K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
12.4K+ 11.87% |
$626K - $629K
|
117K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
12.4K+ 7.27% |
$626K - $629K
|
183K
$9.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 29.65% |
$613K - $616K
|
53.2K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.1KNew |
$609K - $613K
|
12.1K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
12.1K+ 20.41% |
$608K - $611K
|
71.2K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
12K+ 62.42% |
$605K - $608K
|
31.2K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
12K+ 13.88% |
$602K - $605K
|
98K
$4.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
11.9KNew |
$597K - $600K
|
11.9K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.8KNew |
$593K - $596K
|
11.8K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
11.7K+ 4.75% |
$590K - $593K
|
258K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
11.6K+ 9.33% |
$583K - $586K
|
136K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.3K+ 155.68% |
$570K - $573K
|
18.6K
$939K
|
|
|
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
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
11.1KNew |
$558K - $561K
|
11.1K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$558K - $561K
|
11.1K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 13.95% |
$556K - $559K
|
90.1K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11K+ 19.02% |
$554K - $557K
|
68.8K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11K+ 12.05% |
$552K - $555K
|
102K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.8K+ 53.61% |
$546K - $549K
|
31.1K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
10.7K+ 32.94% |
$540K - $543K
|
43.2K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.7K+ 31.05% |
$540K - $542K
|
45.2K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5K+ 1.67% |
$529K - $532K
|
639K
$32.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.1K+ 5.09% |
$510K - $513K
|
209K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10K+ 20.23% |
$505K - $507K
|
59.5K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.85K+ 60.31% |
$496K - $499K
|
26.2K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.83K+ 3.2% |
$495K - $498K
|
317K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.69K+ 8.85% |
$488K - $491K
|
119K
$6.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.68K+ 8136.13% |
$488K - $490K
|
9.8K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.59K+ 10.26% |
$483K - $486K
|
103K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
9.57K+ 44.01% |
$482K - $485K
|
31.3K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.57K+ 53.4% |
$482K - $485K
|
27.5K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.51KNew |
$479K - $482K
|
9.51K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
9.47K+ 13.0% |
$477K - $480K
|
82.3K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.43K+ 26.8% |
$475K - $478K
|
44.6K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
9.43KNew |
$475K - $478K
|
9.43K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
9.41K+ 13.04% |
$474K - $477K
|
81.6K
$4.13M
|