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
$346M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
554KNew |
$27.9M - $28.1M
|
554K
$27.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
351K+ 6371.72% |
$17.7M - $17.8M
|
356K
$18M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
186K+ 954.92% |
$9.39M - $9.45M
|
206K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
89.1K+ 11196.73% |
$4.49M - $4.52M
|
89.9K
$4.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
51.4KNew |
$2.59M - $2.6M
|
51.4K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.3K+ 9.01% |
$2.43M - $2.45M
|
584K
$29.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
45.2K+ 18.19% |
$2.28M - $2.29M
|
294K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
35.5K+ 11.13% |
$1.79M - $1.8M
|
354K
$17.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 81.09% |
$1.73M - $1.74M
|
76.8K
$3.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.3K+ 17.04% |
$1.57M - $1.58M
|
215K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
30.7K+ 31.74% |
$1.55M - $1.56M
|
127K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
30.1K+ 50.83% |
$1.51M - $1.52M
|
89.2K
$4.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27.6K+ 20.02% |
$1.39M - $1.4M
|
166K
$8.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26.3K+ 4.94% |
$1.33M - $1.33M
|
559K
$28.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
26.3K+ 4.99% |
$1.32M - $1.33M
|
554K
$27.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
21.1KNew |
$1.06M - $1.07M
|
21.1K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
20.2KNew |
$1.02M - $1.03M
|
20.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.6K+ 49.65% |
$885K - $890K
|
53K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
17.3K+ 3.16% |
$873K - $878K
|
566K
$28.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17K+ 37.5% |
$857K - $863K
|
62.4K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.2KNew |
$663K - $667K
|
13.2K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
12.3K+ 3.18% |
$619K - $623K
|
398K
$20.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.5KNew |
$578K - $582K
|
11.5K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 15.58% |
$551K - $555K
|
81.2K
$4.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9.32K+ 5.8% |
$469K - $472K
|
170K
$8.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.23K+ 9.98% |
$465K - $468K
|
102K
$5.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
9.2K+ 3.77% |
$464K - $466K
|
253K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
9K+ 1.9% |
$453K - $456K
|
482K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.15K+ 3.04% |
$360K - $362K
|
242K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.81KNew |
$343K - $345K
|
6.81K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
6.05KNew |
$304K - $306K
|
6.05K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
5.34K+ 16.85% |
$269K - $271K
|
37K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.27K+ 2.52% |
$266K - $267K
|
214K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.72KNew |
$238K - $239K
|
4.72K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.61K+ 6.8% |
$232K - $234K
|
72.5K
$3.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.11KNew |
$207K - $208K
|
4.11K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.94K+ 5.54% |
$198K - $200K
|
75.1K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.66K+ 2.18% |
$184K - $185K
|
171K
$8.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 1.76% |
$175K - $176K
|
201K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.87K+ 7.54% |
$144K - $145K
|
40.9K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.82K+ 18.45% |
$142K - $143K
|
18.1K
$915K
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
2.25K+ 2.34% |
$113K - $114K
|
98.3K
$4.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.71K+ 1.46% |
$86.3K - $86.9K
|
119K
$5.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 7.26% |
$77.4K - $77.8K
|
22.7K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.34K+ 2.79% |
$67.2K - $67.7K
|
49.3K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.25K+ 1.06% |
$62.9K - $63.3K
|
120K
$6.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.08K+ 6.36% |
$54.5K - $54.8K
|
18.1K
$913K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 0.84% |
$52.6K - $53K
|
125K
$6.33M
|