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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-41.7K- 71.6% |
$2.1M - $2.11M
|
16.6K
$839K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-43.3K- 31.47% |
$2.18M - $2.19M
|
94.3K
$4.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-43.5K- 28.92% |
$2.19M - $2.2M
|
107K
$5.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44.4K- 50.0% |
$2.24M - $2.25M
|
44.4K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-45K- 13.15% |
$2.27M - $2.28M
|
298K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.1K- 27.32% |
$2.27M - $2.28M
|
120K
$6.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-50.1K- 56.54% |
$2.52M - $2.54M
|
38.5K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50.5K- 37.15% |
$2.55M - $2.56M
|
85.5K
$4.33M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-51.2K- 9.37% |
$2.58M - $2.59M
|
495K
$25.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-51.5K- 93.08% |
$2.59M - $2.61M
|
3.83K
$194K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-57.4K- 16.35% |
$2.89M - $2.91M
|
294K
$14.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-58.9K- 46.28% |
$2.97M - $2.98M
|
68.4K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-61.2K- 19.32% |
$3.08M - $3.1M
|
256K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.4K- 15.26% |
$3.09M - $3.11M
|
341K
$17.3M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-61.5K- 79.02% |
$3.1M - $3.12M
|
16.3K
$828K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-62.2K- 13.08% |
$3.13M - $3.15M
|
413K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-65.9K- 2.99% |
$3.32M - $3.34M
|
2.14M
$108M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-66K- 69.69% |
$3.32M - $3.34M
|
28.7K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-66.2K- 16.72% |
$3.33M - $3.35M
|
330K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75.1K- 15.11% |
$3.78M - $3.8M
|
422K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-82.5K- 25.62% |
$4.15M - $4.18M
|
239K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-94.3K- 41.92% |
$4.75M - $4.78M
|
131K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-94.4K- 19.65% |
$4.76M - $4.78M
|
386K
$19.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-101K- 83.59% |
$5.08M - $5.11M
|
19.8K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-108K- 45.04% |
$5.42M - $5.45M
|
131K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-116K- 37.43% |
$5.83M - $5.87M
|
194K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-119K- 35.35% |
$6M - $6.03M
|
218K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-119K- 9.86% |
$6M - $6.04M
|
1.09M
$55.2M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-138K- 73.57% |
$6.94M - $6.98M
|
49.5K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-148K- 42.85% |
$7.43M - $7.47M
|
197K
$9.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-149K- 38.87% |
$7.52M - $7.56M
|
235K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-152K- 85.97% |
$7.65M - $7.69M
|
24.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-154K- 4.22% |
$7.75M - $7.79M
|
3.49M
$177M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-157K- 68.14% |
$7.93M - $7.97M
|
73.5K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-160K- 94.22% |
$8.06M - $8.1M
|
9.82K
$498K
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-167K- 55.99% |
$8.39M - $8.44M
|
131K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-172K- 66.88% |
$8.64M - $8.69M
|
85K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-175K- 45.74% |
$8.82M - $8.87M
|
208K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-182K- 71.18% |
$9.19M - $9.24M
|
73.9K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-195K- 24.38% |
$9.8M - $9.85M
|
603K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-221K- 18.82% |
$11.1M - $11.2M
|
954K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-283K- 1.96% |
$14.3M - $14.4M
|
14.1M
$717M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-324K- 41.58% |
$16.3M - $16.4M
|
455K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-367K- 63.77% |
$18.5M - $18.6M
|
209K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-382K- 68.16% |
$19.2M - $19.3M
|
178K
$9.03M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-428K- 86.84% |
$21.6M - $21.7M
|
64.9K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-447K- 24.72% |
$22.5M - $22.6M
|
1.36M
$68.9M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-468K- 69.18% |
$23.6M - $23.7M
|
209K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Members Capital Advisors Inc
|
SELL
|
- |
-500K- 33.44% |
$25.2M - $25.3M
|
995K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-557K- 5.94% |
$28.1M - $28.2M
|
8.82M
$447M
|