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 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.27K+ 2.52% |
$266K - $267K
|
214K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.24KNew |
$264K - $266K
|
5.24K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
5.16K+ 28.98% |
$260K - $262K
|
23K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.15K+ 69.52% |
$259K - $261K
|
12.6K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.04K+ 8.48% |
$254K - $256K
|
64.6K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
4.99K+ 8.64% |
$251K - $253K
|
62.7K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.88K+ 8.69% |
$246K - $247K
|
61K
$3.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.75KNew |
$239K - $241K
|
4.75K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.74K+ 2.41% |
$239K - $240K
|
201K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.74K+ 4.08% |
$239K - $240K
|
121K
$6.12M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.73K+ 19.53% |
$238K - $240K
|
29K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.72KNew |
$238K - $239K
|
4.72K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.67K+ 42.19% |
$235K - $237K
|
15.7K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.67K+ 8.93% |
$235K - $236K
|
56.9K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
4.66K+ 1.35% |
$235K - $236K
|
349K
$17.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.65K+ 3.75% |
$234K - $236K
|
129K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.64K+ 29.75% |
$234K - $235K
|
20.3K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.63K+ 41.39% |
$233K - $235K
|
15.8K
$802K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.61K+ 6.8% |
$232K - $234K
|
72.5K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.6KNew |
$232K - $233K
|
4.6K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.59KNew |
$231K - $232K
|
4.59K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.57K+ 54.67% |
$230K - $232K
|
12.9K
$655K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.57K+ 114.98% |
$230K - $232K
|
8.54K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.56K+ 0.71% |
$229K - $231K
|
644K
$32.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.52K+ 1.86% |
$227K - $229K
|
247K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.52K+ 53.47% |
$227K - $229K
|
13K
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.5K+ 9.53% |
$226K - $228K
|
51.7K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.5KNew |
$226K - $228K
|
4.5K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.47K+ 14.21% |
$225K - $226K
|
35.9K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.43K+ 81.13% |
$223K - $224K
|
9.88K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.39KNew |
$221K - $222K
|
4.39K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.38K+ 5.75% |
$221K - $222K
|
80.6K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.35K+ 19.78% |
$219K - $220K
|
26.3K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.33K+ 7.04% |
$218K - $220K
|
65.9K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.33K+ 1.97% |
$218K - $219K
|
224K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.18KNew |
$211K - $212K
|
4.18K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.18K+ 14.35% |
$210K - $212K
|
33.3K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.12K+ 10.5% |
$207K - $209K
|
43.3K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.11KNew |
$207K - $208K
|
4.11K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.11KNew |
$207K - $208K
|
4.11K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
4.06K+ 5.89% |
$204K - $206K
|
72.9K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
4K+ 17.5% |
$202K - $203K
|
26.9K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4KNew |
$201K - $203K
|
4K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4K+ 8.21% |
$201K - $203K
|
52.7K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.97K+ 80.44% |
$200K - $201K
|
8.91K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.96K+ 27.87% |
$200K - $201K
|
18.2K
$921K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.94K+ 5.54% |
$198K - $200K
|
75.1K
$3.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.92K+ 19.06% |
$198K - $199K
|
24.5K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.78K+ 6.35% |
$190K - $192K
|
63.4K
$3.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
3.71K+ 13.2% |
$187K - $188K
|
31.8K
$1.61M
|