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 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
179K+ 201.22% |
$9.02M - $9.08M
|
268K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
179K+ 36.13% |
$9.01M - $9.07M
|
674K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
165K+ 75.48% |
$8.32M - $8.37M
|
384K
$19.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
160K+ 13.87% |
$8.04M - $8.09M
|
1.31M
$66.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
159K+ 133.18% |
$8M - $8.05M
|
278K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
158K+ 159135.34% |
$7.93M - $7.98M
|
158K
$7.99M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
154K+ 175.01% |
$7.74M - $7.79M
|
242K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
142K+ 84.47% |
$7.16M - $7.2M
|
310K
$15.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
132K+ 98.45% |
$6.67M - $6.71M
|
267K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119K+ 61.51% |
$6M - $6.03M
|
313K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
119KNew |
$5.99M - $6.03M
|
119K
$6.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 11.63% |
$5.72M - $5.75M
|
1.09M
$55.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
110K+ 33.07% |
$5.56M - $5.6M
|
444K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 6.87% |
$5.38M - $5.42M
|
1.66M
$84.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104K+ 26.8% |
$5.26M - $5.29M
|
494K
$25M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
100K+ 110.52% |
$5.04M - $5.07M
|
191K
$9.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
98.6K+ 45.32% |
$4.97M - $5M
|
316K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
97.8KNew |
$4.92M - $4.96M
|
97.8K
$4.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
96.1K+ 152.65% |
$4.84M - $4.87M
|
159K
$8.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
95K+ 7.76% |
$4.78M - $4.82M
|
1.32M
$66.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
94.1K+ 0.86% |
$4.74M - $4.77M
|
11.1M
$562M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
91.9K+ 73.02% |
$4.63M - $4.66M
|
218K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
89.4KNew |
$4.5M - $4.53M
|
89.4K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
89.1K+ 11196.73% |
$4.49M - $4.52M
|
89.9K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
84.7K+ 6.41% |
$4.27M - $4.29M
|
1.41M
$71.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
84.7K+ 37.38% |
$4.26M - $4.29M
|
311K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.4K+ 16.95% |
$4.25M - $4.28M
|
582K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
83.2K+ 24.68% |
$4.19M - $4.22M
|
420K
$21.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
82.5K+ 32.26% |
$4.15M - $4.18M
|
338K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
82.1K+ 31.06% |
$4.14M - $4.16M
|
347K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
81.8K+ 58.31% |
$4.12M - $4.15M
|
222K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
81.7K+ 42.27% |
$4.11M - $4.14M
|
275K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
78.6K+ 124.49% |
$3.96M - $3.98M
|
142K
$7.19M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77.9KNew |
$3.92M - $3.95M
|
77.9K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
76.7K+ 26.36% |
$3.86M - $3.89M
|
368K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
76.3K+ 85.68% |
$3.84M - $3.86M
|
165K
$8.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
75.8K+ 63.43% |
$3.82M - $3.84M
|
195K
$9.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
73.2KNew |
$3.68M - $3.71M
|
73.2K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
71.1K+ 36.97% |
$3.58M - $3.6M
|
263K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
69.2K+ 31.24% |
$3.48M - $3.5M
|
291K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
67.3K+ 28.53% |
$3.39M - $3.41M
|
303K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
66.3K+ 29.71% |
$3.34M - $3.36M
|
290K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
65.5K+ 23.87% |
$3.3M - $3.32M
|
340K
$17.2M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
65.5KNew |
$3.3M - $3.32M
|
65.5K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
64K+ 30.14% |
$3.22M - $3.24M
|
276K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
63.4K+ 17.6% |
$3.19M - $3.21M
|
424K
$21.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
63.4K+ 12.17% |
$3.19M - $3.21M
|
584K
$29.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
62.7K+ 3.8% |
$3.16M - $3.18M
|
1.71M
$86.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61K+ 10.72% |
$3.07M - $3.09M
|
630K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
56.9KNew |
$2.86M - $2.88M
|
56.9K
$2.88M
|