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 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.55K+ 145.04% |
$380K - $383K
|
12.8K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.46KNew |
$376K - $378K
|
7.46K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.43K+ 48.46% |
$374K - $377K
|
22.8K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
7.38KNew |
$372K - $374K
|
7.38K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
7.36K+ 23.56% |
$371K - $373K
|
38.6K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.35K+ 5.26% |
$370K - $373K
|
147K
$7.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.29KNew |
$367K - $369K
|
7.29K
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.28K+ 182.44% |
$367K - $369K
|
11.3K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.28KNew |
$367K - $369K
|
7.28K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.21K+ 10.27% |
$363K - $366K
|
77.5K
$3.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.21K+ 10.49% |
$363K - $366K
|
76K
$3.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
7.2K+ 1.58% |
$363K - $365K
|
462K
$23.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
7.17K+ 148.46% |
$361K - $363K
|
12K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
7.15K+ 3.04% |
$360K - $362K
|
242K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.13K+ 12.6% |
$359K - $361K
|
63.7K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.89KNew |
$347K - $349K
|
6.89K
$349K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
6.81KNew |
$343K - $345K
|
6.81K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.7K+ 7.03% |
$337K - $340K
|
102K
$5.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.64K+ 33.56% |
$334K - $336K
|
26.4K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.61KNew |
$333K - $335K
|
6.61K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.6K+ 12.05% |
$332K - $335K
|
61.4K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.57KNew |
$331K - $333K
|
6.57K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.53K+ 6.44% |
$329K - $331K
|
108K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.51KNew |
$328K - $330K
|
6.51K
$330K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.38K+ 1.06% |
$321K - $323K
|
610K
$30.9M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 17.62% |
$320K - $322K
|
42.4K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.21K+ 57.52% |
$313K - $315K
|
17K
$862K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.2K+ 24.87% |
$312K - $314K
|
31.1K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.14K+ 22.7% |
$309K - $311K
|
33.2K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6.14K+ 13.47% |
$309K - $311K
|
51.7K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
6.1K+ 42.45% |
$307K - $309K
|
20.5K
$1.04M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.05K+ 7.61% |
$305K - $307K
|
85.6K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
6.05KNew |
$304K - $306K
|
6.05K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.03K+ 20.09% |
$304K - $306K
|
36.1K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6K+ 60.0% |
$302K - $304K
|
16K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6K+ 14.23% |
$302K - $304K
|
48.1K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
5.93KNew |
$299K - $301K
|
5.93K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 2.73% |
$298K - $300K
|
223K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.87K+ 10.55% |
$296K - $298K
|
61.5K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
5.81KNew |
$293K - $294K
|
5.81K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.75K+ 8.32% |
$289K - $291K
|
74.8K
$3.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.62K+ 14.01% |
$283K - $285K
|
45.7K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.6K+ 15.68% |
$282K - $284K
|
41.3K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 6.3% |
$278K - $280K
|
93.2K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 27.77% |
$277K - $279K
|
25.3K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.5K+ 0.5% |
$277K - $279K
|
1.11M
$56.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.48K+ 59.09% |
$276K - $278K
|
14.8K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
5.47K+ 170.31% |
$276K - $277K
|
8.69K
$440K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.41KNew |
$272K - $274K
|
5.41K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
5.34K+ 16.85% |
$269K - $271K
|
37K
$1.88M
|