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 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
55.9K+ 95.15% |
$2.82M - $2.83M
|
115K
$5.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
55.7K+ 47.0% |
$2.81M - $2.82M
|
174K
$8.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
53K+ 84.17% |
$2.67M - $2.69M
|
116K
$5.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
52K+ 97.72% |
$2.62M - $2.63M
|
105K
$5.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
51.4KNew |
$2.59M - $2.6M
|
51.4K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
50.9K+ 4.5% |
$2.56M - $2.58M
|
1.18M
$59.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.3K+ 9.01% |
$2.43M - $2.45M
|
584K
$29.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
47.9K+ 12.42% |
$2.41M - $2.43M
|
434K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
46.4KNew |
$2.34M - $2.35M
|
46.4K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
45.7K+ 21.99% |
$2.3M - $2.31M
|
253K
$12.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
45.2K+ 18.19% |
$2.28M - $2.29M
|
294K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
44.9K+ 49.12% |
$2.26M - $2.28M
|
136K
$6.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
44.6KNew |
$2.24M - $2.26M
|
44.6K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
44.1K+ 26.03% |
$2.22M - $2.24M
|
214K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
43.7K+ 423.86% |
$2.2M - $2.22M
|
54.1K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
43K+ 5704.65% |
$2.16M - $2.18M
|
43.7K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.2K+ 45.49% |
$2.13M - $2.14M
|
135K
$6.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
41.4K+ 10.04% |
$2.08M - $2.1M
|
454K
$23M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
41.4K+ 44.27% |
$2.08M - $2.1M
|
135K
$6.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
41.2K+ 30.42% |
$2.08M - $2.09M
|
177K
$8.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
40.7KNew |
$2.05M - $2.06M
|
40.7K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.6K+ 51.08% |
$2.04M - $2.06M
|
120K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
40.3K+ 14.13% |
$2.03M - $2.04M
|
326K
$16.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39.7K+ 18.73% |
$2M - $2.01M
|
252K
$12.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
38.7K+ 64.15% |
$1.95M - $1.96M
|
99.1K
$5.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38.6KNew |
$1.95M - $1.96M
|
38.6K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
38.3K+ 43.29% |
$1.93M - $1.94M
|
127K
$6.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
38.3K+ 81.93% |
$1.93M - $1.94M
|
85K
$4.31M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 5.4% |
$1.9M - $1.91M
|
737K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
37K+ 253.66% |
$1.86M - $1.87M
|
51.5K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
36.9K+ 203.96% |
$1.86M - $1.87M
|
55K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36.9K+ 5.64% |
$1.86M - $1.87M
|
691K
$35M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
36.6K+ 9.18% |
$1.84M - $1.86M
|
435K
$22.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.6K+ 8.39% |
$1.84M - $1.86M
|
473K
$24M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36.3KNew |
$1.83M - $1.84M
|
36.3K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
35.5K+ 11.13% |
$1.79M - $1.8M
|
354K
$18M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
35.4KNew |
$1.79M - $1.8M
|
35.4K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
35KNew |
$1.76M - $1.77M
|
35K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.6K+ 219.46% |
$1.74M - $1.75M
|
50.4K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
34.5KNew |
$1.74M - $1.75M
|
34.5K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 81.09% |
$1.73M - $1.74M
|
76.8K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
33.6K+ 162.45% |
$1.69M - $1.7M
|
54.2K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
33.5K+ 13.99% |
$1.69M - $1.7M
|
273K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.1K+ 10.27% |
$1.62M - $1.63M
|
345K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
31.8K+ 2.2% |
$1.6M - $1.61M
|
1.48M
$74.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31.7K+ 14.09% |
$1.6M - $1.61M
|
257K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.5K+ 47.58% |
$1.59M - $1.6M
|
97.7K
$4.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.3K+ 17.04% |
$1.57M - $1.58M
|
215K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
31.2K+ 13.51% |
$1.57M - $1.58M
|
262K
$13.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.9K+ 32.73% |
$1.55M - $1.56M
|
125K
$6.34M
|