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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
132K+ 13.27% |
$6.67M - $6.71M
|
1.13M
$57.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
130K+ 12.67% |
$6.55M - $6.58M
|
1.16M
$58.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
129K+ 499.34% |
$6.51M - $6.54M
|
155K
$7.82M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
127K+ 1360.13% |
$6.38M - $6.41M
|
136K
$6.86M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
120KNew |
$6.03M - $6.06M
|
120K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
119K+ 63.89% |
$6.02M - $6.05M
|
306K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
118K+ 1439.86% |
$5.93M - $5.96M
|
126K
$6.35M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
118K+ 12.19% |
$5.93M - $5.96M
|
1.08M
$54.6M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
116K+ 77.62% |
$5.82M - $5.85M
|
264K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
112K+ 32.23% |
$5.67M - $5.7M
|
461K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
108K+ 60.37% |
$5.46M - $5.49M
|
288K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
106K+ 5.54% |
$5.36M - $5.39M
|
2.03M
$102M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
105K+ 68146.75% |
$5.29M - $5.32M
|
105K
$5.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
102K+ 24.4% |
$5.15M - $5.17M
|
521K
$26.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
100K+ 73.5% |
$5.04M - $5.07M
|
236K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
100K+ 478.56% |
$5.04M - $5.07M
|
121K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
99.7K+ 37.25% |
$5.02M - $5.05M
|
367K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
99.4K+ 143.06% |
$5.01M - $5.03M
|
169K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
99.1K+ 46.18% |
$5M - $5.02M
|
314K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
98.4KNew |
$4.96M - $4.98M
|
98.4K
$4.97M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
98.1K+ 4.25% |
$4.94M - $4.97M
|
2.41M
$121M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
97.2K+ 23.03% |
$4.9M - $4.93M
|
519K
$26.2M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
95.4KNew |
$4.81M - $4.83M
|
95.4K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
95.1K+ 379.44% |
$4.79M - $4.82M
|
120K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
94.9K+ 402.27% |
$4.78M - $4.81M
|
119K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
92.1K+ 25.57% |
$4.64M - $4.67M
|
452K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
91.5KNew |
$4.61M - $4.63M
|
91.5K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
90.7K+ 70.73% |
$4.57M - $4.59M
|
219K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.6K+ 726.0% |
$4.57M - $4.59M
|
103K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
89KNew |
$4.48M - $4.51M
|
89K
$4.49M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
85.4K+ 118.64% |
$4.3M - $4.33M
|
157K
$7.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
85K+ 62.3% |
$4.28M - $4.3M
|
221K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84.2K+ 31.55% |
$4.24M - $4.26M
|
351K
$17.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
83.3K+ 77.97% |
$4.2M - $4.22M
|
190K
$9.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
83.2K+ 145.96% |
$4.19M - $4.22M
|
140K
$7.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
83.2K+ 58.34% |
$4.19M - $4.22M
|
226K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
82.2K+ 56.9% |
$4.14M - $4.16M
|
227K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
82K+ 63.15% |
$4.13M - $4.16M
|
212K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
81.8K+ 240.38% |
$4.12M - $4.15M
|
116K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
80.9K+ 19.42% |
$4.08M - $4.1M
|
498K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
79.8K+ 55.0% |
$4.02M - $4.04M
|
225K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
78.7K+ 186.71% |
$3.97M - $3.99M
|
121K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
78.5K+ 34.01% |
$3.95M - $3.98M
|
309K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
73.9K+ 61.93% |
$3.72M - $3.74M
|
193K
$9.75M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
73.2K+ 130.06% |
$3.69M - $3.71M
|
129K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
72.8K+ 106.33% |
$3.67M - $3.69M
|
141K
$7.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
72K+ 1438.31% |
$3.63M - $3.65M
|
77K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
71.8K+ 59.57% |
$3.62M - $3.64M
|
192K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.2KNew |
$3.59M - $3.61M
|
71.2K
$3.59M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
69KNew |
$3.48M - $3.5M
|
69K
$3.48M
|