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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6.32K+ 19.94% |
$319K - $320K
|
38K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.32K+ 11.44% |
$318K - $320K
|
61.5K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.29K+ 3.89% |
$317K - $319K
|
168K
$8.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6.27K+ 33.11% |
$316K - $318K
|
25.2K
$1.27M
|
|
|
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
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.25KNew |
$315K - $317K
|
6.25K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.14KNew |
$309K - $311K
|
6.14K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.11K+ 1.49% |
$308K - $310K
|
416K
$21M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.99K+ 22.96% |
$302K - $303K
|
32.1K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.94K+ 2.5% |
$299K - $301K
|
244K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.82K+ 9.39% |
$293K - $295K
|
67.8K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.75KNew |
$289K - $291K
|
5.75K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.64K+ 446.2% |
$284K - $286K
|
6.9K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
5.63K+ 10.88% |
$284K - $285K
|
57.4K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.63K+ 13.25% |
$284K - $285K
|
48.1K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.61K+ 56.12% |
$283K - $284K
|
15.6K
$789K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.53K+ 14.47% |
$279K - $280K
|
43.8K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
5.5KNew |
$277K - $279K
|
5.5K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
5.49KNew |
$277K - $278K
|
5.49K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.41K+ 6.21% |
$272K - $274K
|
92.5K
$4.68M
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.35K+ 0.33% |
$270K - $271K
|
1.63M
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.35KNew |
$270K - $271K
|
5.35K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.33K+ 9.23% |
$269K - $270K
|
63.1K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.3KNew |
$267K - $268K
|
5.3K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.27K+ 3.03% |
$266K - $267K
|
179K
$9.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.21KNew |
$262K - $264K
|
5.21K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.21KNew |
$262K - $264K
|
5.21K
$263K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.11K+ 16.51% |
$258K - $259K
|
36.1K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.11K+ 34.83% |
$257K - $259K
|
19.8K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.11K+ 1.68% |
$257K - $259K
|
310K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.04KNew |
$254K - $255K
|
5.04K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.03K+ 4.36% |
$253K - $255K
|
121K
$6.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.03K+ 38.35% |
$253K - $255K
|
18.1K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5K+ 1.7% |
$252K - $253K
|
300K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.9K+ 4.26% |
$247K - $248K
|
120K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.85K+ 87.8% |
$244K - $246K
|
10.4K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.84KNew |
$244K - $245K
|
4.84K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.83K+ 50.67% |
$244K - $245K
|
14.4K
$727K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
4.76KNew |
$240K - $241K
|
4.76K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.74K+ 5.65% |
$239K - $240K
|
88.7K
$4.49M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.72K+ 20.02% |
$238K - $239K
|
28.3K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.7KNew |
$237K - $238K
|
4.7K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.65K+ 110.73% |
$234K - $235K
|
8.84K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$233K - $234K
|
4.62K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
4.6K+ 7.18% |
$232K - $233K
|
68.6K
$3.47M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
4.56KNew |
$230K - $231K
|
4.56K
$231K
|