Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.27M+ 22.65% |
$63.7M - $64.1M
|
6.85M
$347M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03M+ 34.66% |
$51.7M - $52.1M
|
3.99M
$202M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
928KNew |
$46.7M - $47M
|
928K
$46.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
554KNew |
$27.9M - $28.1M
|
554K
$28M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
533KNew |
$26.8M - $27M
|
533K
$27M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
506K+ 111.78% |
$25.5M - $25.6M
|
958K
$48.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
503K+ 54.83% |
$25.3M - $25.5M
|
1.42M
$71.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
464K+ 568.97% |
$23.4M - $23.5M
|
546K
$27.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
354K+ 16.89% |
$17.8M - $17.9M
|
2.45M
$124M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
351K+ 6371.72% |
$17.7M - $17.8M
|
356K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
343K+ 4.01% |
$17.3M - $17.4M
|
8.89M
$450M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
312K+ 3179.49% |
$15.7M - $15.8M
|
322K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310K+ 34.69% |
$15.6M - $15.7M
|
1.2M
$60.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
263K+ 85.89% |
$13.3M - $13.3M
|
570K
$28.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
261K+ 527.44% |
$13.1M - $13.2M
|
311K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
253K+ 179.47% |
$12.8M - $12.8M
|
395K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
189KNew |
$9.53M - $9.59M
|
189K
$9.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
186K+ 954.92% |
$9.39M - $9.45M
|
206K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
186K+ 332.54% |
$9.38M - $9.44M
|
242K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
186K+ 18.64% |
$9.36M - $9.42M
|
1.18M
$59.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
183KNew |
$9.22M - $9.28M
|
183K
$9.26M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
179K+ 36.13% |
$9.01M - $9.07M
|
674K
$34.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
160K+ 13.87% |
$8.04M - $8.09M
|
1.31M
$66.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
158K+ 159135.34% |
$7.93M - $7.98M
|
158K
$7.98M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
154K+ 175.01% |
$7.74M - $7.79M
|
242K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
142K+ 84.47% |
$7.16M - $7.2M
|
310K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119K+ 61.51% |
$6M - $6.03M
|
313K
$15.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 11.63% |
$5.72M - $5.75M
|
1.09M
$55.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
110K+ 33.07% |
$5.56M - $5.6M
|
444K
$22.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
100K+ 110.52% |
$5.04M - $5.07M
|
191K
$9.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
98.6K+ 45.32% |
$4.97M - $5M
|
316K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
96.1K+ 152.65% |
$4.84M - $4.87M
|
159K
$8.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
95K+ 7.76% |
$4.78M - $4.82M
|
1.32M
$66.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
91.9K+ 73.02% |
$4.63M - $4.66M
|
218K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
89.1K+ 11196.73% |
$4.49M - $4.52M
|
89.9K
$4.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
84.7K+ 6.41% |
$4.27M - $4.29M
|
1.41M
$71.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
84.7K+ 37.38% |
$4.26M - $4.29M
|
311K
$15.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
82.5K+ 32.26% |
$4.15M - $4.18M
|
338K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
82.1K+ 31.06% |
$4.14M - $4.16M
|
347K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
81.8K+ 58.31% |
$4.12M - $4.15M
|
222K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
76.7K+ 26.36% |
$3.86M - $3.89M
|
368K
$18.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75.8K+ 63.43% |
$3.82M - $3.84M
|
195K
$9.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
71.1K+ 36.97% |
$3.58M - $3.6M
|
263K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
69.2K+ 31.24% |
$3.48M - $3.5M
|
291K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
65.5K+ 23.87% |
$3.3M - $3.32M
|
340K
$17.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
64K+ 30.14% |
$3.22M - $3.24M
|
276K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
63.4K+ 17.6% |
$3.19M - $3.21M
|
424K
$21.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
63.4K+ 12.17% |
$3.19M - $3.21M
|
584K
$29.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
62.7K+ 3.8% |
$3.16M - $3.18M
|
1.71M
$86.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61K+ 10.72% |
$3.07M - $3.09M
|
630K
$31.9M
|