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 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.1K+ 7.25% |
$862K - $868K
|
253K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17K+ 37.5% |
$857K - $863K
|
62.4K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8K+ 29.24% |
$844K - $849K
|
74.1K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
16.7K+ 16.4% |
$842K - $847K
|
119K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
16.7KNew |
$841K - $846K
|
16.7K
$846K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 9.01% |
$837K - $843K
|
201K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
16.6K+ 18.24% |
$834K - $839K
|
107K
$5.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
16.5KNew |
$831K - $836K
|
16.5K
$836K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 6.92% |
$829K - $834K
|
254K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.3K+ 3.09% |
$823K - $828K
|
546K
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.3K+ 87.84% |
$822K - $827K
|
34.9K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
16.1K+ 75.92% |
$812K - $818K
|
37.4K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
16.1K+ 30.83% |
$809K - $814K
|
68.1K
$3.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16KNew |
$806K - $811K
|
16K
$811K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.9KNew |
$799K - $804K
|
15.9K
$804K
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
15.7K+ 59.94% |
$790K - $795K
|
41.9K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
15.5KNew |
$779K - $784K
|
15.5K
$784K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.4K+ 115.26% |
$777K - $781K
|
28.8K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15.3K+ 175.53% |
$770K - $775K
|
24K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
15.3K+ 4.9% |
$770K - $775K
|
327K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 22.43% |
$763K - $768K
|
82.7K
$4.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
14.9K+ 16.64% |
$752K - $757K
|
105K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 2.96% |
$750K - $755K
|
517K
$26.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.8K+ 17.37% |
$745K - $750K
|
100K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14.7K+ 2.11% |
$739K - $743K
|
708K
$35.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.6K+ 5.38% |
$737K - $741K
|
287K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
14.5K+ 13.23% |
$728K - $733K
|
124K
$6.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.4K+ 14.32% |
$726K - $731K
|
115K
$5.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
14.2K+ 50.9% |
$716K - $720K
|
42.1K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
13.8K+ 5.61% |
$696K - $701K
|
260K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
13.4KNew |
$673K - $677K
|
13.4K
$677K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.4K+ 3.24% |
$673K - $677K
|
426K
$21.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 72.87% |
$672K - $677K
|
31.7K
$1.6M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
13.2K+ 10.17% |
$663K - $667K
|
143K
$7.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.2KNew |
$663K - $667K
|
13.2K
$667K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.6K+ 6.19% |
$635K - $639K
|
216K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 71.72% |
$633K - $637K
|
30.1K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 4968.13% |
$628K - $632K
|
12.7K
$645K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 10.11% |
$624K - $628K
|
135K
$6.83M
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
12.3K+ 3.18% |
$619K - $623K
|
398K
$20.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 13.76% |
$607K - $611K
|
99.6K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11.9K+ 3.02% |
$602K - $605K
|
407K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.9K+ 9.07% |
$598K - $602K
|
143K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.8K+ 11.08% |
$596K - $600K
|
119K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.7K+ 37.52% |
$587K - $591K
|
42.7K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$585K - $589K
|
11.6K
$589K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.5KNew |
$578K - $582K
|
11.5K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.4K+ 104.44% |
$576K - $580K
|
22.4K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
11.3K+ 5.85% |
$570K - $573K
|
205K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
11.3K+ 16.03% |
$567K - $570K
|
81.5K
$4.13M
|