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
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-132- 5.71% |
$6.65K - $6.69K
|
2.18K
$110K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 0.91% |
$6.75K - $6.79K
|
14.7K
$743K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-141- 12.4% |
$7.1K - $7.14K
|
996
$50.5K
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-147- 0.19% |
$7.41K - $7.45K
|
77.4K
$3.92M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.41% |
$7.56K - $7.6K
|
10.5K
$531K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-151- 98.05% |
$7.61K - $7.65K
|
3
$152
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-157- 1.91% |
$7.91K - $7.95K
|
8.05K
$408K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-158- 0.58% |
$7.96K - $8K
|
27K
$1.37M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-162- 57.65% |
$8.16K - $8.21K
|
119
$6.03K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-166- 1.87% |
$8.36K - $8.41K
|
8.69K
$440K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-168- 6.78% |
$8.47K - $8.51K
|
2.31K
$117K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-173- 4.47% |
$8.72K - $8.76K
|
3.7K
$188K
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-177- 47.33% |
$8.92K - $8.97K
|
197
$9.98K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-186- 3.55% |
$9.37K - $9.42K
|
5.06K
$256K
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-188- 0.52% |
$9.47K - $9.52K
|
35.9K
$1.82M
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-199- 1.23% |
$10K - $10.1K
|
16K
$810K
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.82% |
$10.1K - $10.1K
|
6.88K
$349K
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-204- 3.7% |
$10.3K - $10.3K
|
5.31K
$269K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-205- 2.56% |
$10.3K - $10.4K
|
7.79K
$395K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-227- 4.73% |
$11.4K - $11.5K
|
4.58K
$232K
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-234- 3.8% |
$11.8K - $11.9K
|
5.92K
$300K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-250- 48.73% |
$12.6K - $12.7K
|
263
$13.3K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-255- 91.07% |
$12.8K - $12.9K
|
25
$1.27K
|
|
Apr 14, 2025
Q1 2025
|
Client First Investment Management LLC
West Bend, WI |
SELL
|
- |
-275- 4.75% |
$13.9K - $13.9K
|
5.51K
$279K
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-280- 0.17% |
$14.1K - $14.2K
|
168K
$8.5M
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-285- 0.22% |
$14.4K - $14.4K
|
127K
$6.44M
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 3.0% |
$15.1K - $15.2K
|
9.71K
$492K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-314- 3.17% |
$15.8K - $15.9K
|
9.59K
$486K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-327- 0.7% |
$16.5K - $16.6K
|
46.6K
$2.36M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-336- 82.96% |
$16.9K - $17K
|
69
$3.5K
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-355- 0.39% |
$17.9K - $18K
|
90.6K
$4.59M
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-374- 1.68% |
$18.8K - $18.9K
|
21.9K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-375- 5.83% |
$18.9K - $19K
|
6.05K
$307K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-375- 2.19% |
$18.9K - $19K
|
16.7K
$847K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-378- 4.27% |
$19K - $19.1K
|
8.47K
$429K
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-385- 5.4% |
$19.4K - $19.5K
|
6.74K
$342K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-395- 1.82% |
$19.9K - $20K
|
21.3K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-395- 8.65% |
$19.9K - $20K
|
4.17K
$212K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-396- 2.59% |
$20K - $20.1K
|
14.9K
$754K
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-399Closed |
$20.1K - $20.2K
|
0
$0
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-400- 3.2% |
$20.2K - $20.3K
|
12.1K
$613K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-400- 0.46% |
$20.2K - $20.3K
|
86K
$4.36M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-401- 3.45% |
$20.2K - $20.3K
|
11.2K
$569K
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-403- 1.94% |
$20.3K - $20.4K
|
20.4K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-412- 3.44% |
$20.8K - $20.9K
|
11.6K
$586K
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-418- 0.15% |
$21.1K - $21.2K
|
277K
$14M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-427- 18.09% |
$21.5K - $21.6K
|
1.93K
$98K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-428- 0.71% |
$21.6K - $21.7K
|
60.1K
$3.05M
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-446- 2.62% |
$22.5K - $22.6K
|
16.5K
$839K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-456- 4.83% |
$23K - $23.1K
|
8.99K
$456K
|