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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
20+ 1.22% |
$1.01K - $1.01K
|
1.66K
$84K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.31% |
$655 - $659
|
4.15K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 0.04% |
$604 - $608
|
28.5K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 0.9% |
$453 - $456
|
1.01K
$51.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9+ 14.29% |
$453 - $456
|
72
$3.65K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 1.52% |
$453 - $456
|
602
$30.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.54% |
$353 - $355
|
1.3K
$66.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
7New |
$353 - $355
|
7
$355
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6+ 0.77% |
$302 - $304
|
784
$39.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.25% |
$252 - $253
|
2.01K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$201 - $203
|
14.9K
$754K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3+ 0.07% |
$151 - $152
|
4.25K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 1.26% |
$151 - $152
|
242
$12.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 66.67% |
$101 - $101
|
5
$254
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.86% |
$50.4 - $50.7
|
36
$1.83K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$50.4 - $50.7
|
5.59K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.45% |
$50.4 - $50.7
|
70
$3.55K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$50.4 - $50.7
|
1
$50.7
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$50.4 - $50.7
|
115K
$5.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.02% |
$50.4 - $50.7
|
4.76K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
$151 - $152
|
4.93K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4- 0.02% |
$201 - $203
|
21.9K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.52% |
$252 - $253
|
961
$48.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-10- 1.39% |
$504 - $507
|
712
$36.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13- 0.13% |
$655 - $659
|
9.72K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-18- 0.18% |
$906 - $912
|
9.73K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-19- 1.5% |
$957 - $963
|
1.25K
$63.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-24- 1.04% |
$1.21K - $1.22K
|
2.29K
$116K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 1.58% |
$1.21K - $1.22K
|
1.5K
$75.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-28- 0.44% |
$1.41K - $1.42K
|
6.38K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-30- 4.72% |
$1.51K - $1.52K
|
605
$30.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-32- 0.39% |
$1.61K - $1.62K
|
8.23K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-50- 1.13% |
$2.52K - $2.53K
|
4.38K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-53- 1.06% |
$2.67K - $2.69K
|
4.95K
$251K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-63- 0.93% |
$3.17K - $3.19K
|
6.68K
$339K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-67- 0.69% |
$3.37K - $3.4K
|
9.63K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-70- 4.14% |
$3.53K - $3.55K
|
1.62K
$82.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80- 0.87% |
$4.03K - $4.05K
|
9.09K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-84- 1.66% |
$4.23K - $4.26K
|
4.98K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-90- 0.78% |
$4.53K - $4.56K
|
11.5K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-91- 1.83% |
$4.58K - $4.61K
|
4.87K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-98- 0.03% |
$4.94K - $4.97K
|
381K
$19.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-99- 57.89% |
$4.99K - $5.02K
|
72
$3.65K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-100- 0.35% |
$5.04K - $5.07K
|
28.1K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-105- 2.26% |
$5.29K - $5.32K
|
4.54K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-106- 0.37% |
$5.34K - $5.37K
|
28.9K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-128- 0.26% |
$6.45K - $6.49K
|
48.3K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-135- 0.27% |
$6.8K - $6.84K
|
49.3K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-142- 1.81% |
$7.15K - $7.2K
|
7.68K
$390K
|