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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55K+ 50.58% |
$229K - $230K
|
13.5K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$229K - $230K
|
4.54K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.53KNew |
$228K - $229K
|
4.53K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.5K+ 2.28% |
$227K - $228K
|
201K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4.46K+ 1.31% |
$225K - $226K
|
344K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.46K+ 1.13% |
$225K - $226K
|
399K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.45K+ 49.89% |
$224K - $226K
|
13.4K
$677K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.38K+ 24.02% |
$221K - $222K
|
22.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.36K+ 44.99% |
$220K - $221K
|
14.1K
$711K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4.3K+ 9.68% |
$217K - $218K
|
48.7K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.3KNew |
$217K - $218K
|
4.3K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.17K+ 43.8% |
$210K - $211K
|
13.7K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.16K+ 10.73% |
$210K - $211K
|
43K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 4.68% |
$209K - $210K
|
92.9K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.12K+ 6.48% |
$207K - $208K
|
67.6K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
4.11K+ 9.65% |
$207K - $208K
|
46.7K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.1KNew |
$207K - $208K
|
4.1K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.08KNew |
$206K - $207K
|
4.08K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.05K+ 12.79% |
$204K - $205K
|
35.7K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.04K+ 16.22% |
$203K - $204K
|
28.9K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.02KNew |
$202K - $204K
|
4.02K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.92K+ 86.25% |
$198K - $199K
|
8.47K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.87K+ 8.94% |
$195K - $196K
|
47.2K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.81K+ 14.52% |
$192K - $193K
|
30K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.79K+ 3.19% |
$191K - $192K
|
122K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.79K+ 3.39% |
$191K - $192K
|
116K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.79K+ 2.65% |
$191K - $192K
|
147K
$7.42M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.75K+ 28.34% |
$189K - $190K
|
17K
$860K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.68K+ 73.48% |
$185K - $186K
|
8.69K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.65K+ 37.57% |
$184K - $185K
|
13.4K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.65K+ 27.09% |
$184K - $185K
|
17.1K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
BUY
|
- |
3.65K+ 15.12% |
$184K - $185K
|
27.8K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.61K+ 57.12% |
$182K - $183K
|
9.92K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.55K+ 9.2% |
$179K - $180K
|
42.1K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.55K+ 1.61% |
$179K - $180K
|
224K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.54K+ 8.45% |
$178K - $179K
|
45.4K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.52K+ 17.83% |
$177K - $178K
|
23.3K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 41.38% |
$176K - $177K
|
11.9K
$604K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.49K+ 2.9% |
$176K - $177K
|
124K
$6.27M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.47K+ 6.26% |
$175K - $176K
|
58.9K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.47K+ 1.75% |
$175K - $176K
|
202K
$10.2M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3.45KNew |
$174K - $175K
|
3.45K
$174K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
3.44K+ 6.34% |
$173K - $174K
|
57.7K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.36K+ 3.57% |
$169K - $170K
|
97.3K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.28K+ 63.62% |
$165K - $166K
|
8.45K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3.28K+ 61.69% |
$165K - $166K
|
8.58K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.27K+ 15.2% |
$165K - $165K
|
24.7K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
3.25K+ 11.43% |
$164K - $165K
|
31.7K
$1.6M
|