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
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.66K+ 2.18% |
$184K - $185K
|
171K
$8.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.65K+ 0.38% |
$184K - $185K
|
976K
$49.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 1.76% |
$175K - $176K
|
201K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.46K+ 7.97% |
$174K - $175K
|
46.8K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.31K+ 1.4% |
$167K - $168K
|
239K
$12.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3.3K+ 19.91% |
$166K - $167K
|
19.9K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.26KNew |
$164K - $165K
|
3.26K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.26K+ 7.44% |
$164K - $165K
|
47K
$2.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.23K+ 5.46% |
$163K - $164K
|
62.3K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.21K+ 1.42% |
$162K - $163K
|
229K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.19K+ 18.64% |
$161K - $162K
|
20.3K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.16K+ 12.55% |
$159K - $160K
|
28.4K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
3.15K+ 26.59% |
$158K - $159K
|
15K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
3.14K+ 4.73% |
$158K - $159K
|
69.6K
$3.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.1K+ 3.25% |
$156K - $157K
|
98.5K
$4.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3.09K+ 27.89% |
$156K - $157K
|
14.2K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.08K+ 8.15% |
$155K - $156K
|
40.9K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.08K+ 2.99% |
$155K - $156K
|
106K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.08K+ 21.0% |
$155K - $156K
|
17.7K
$899K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.02K+ 8.26% |
$152K - $153K
|
39.6K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 24.57% |
$150K - $151K
|
15.1K
$765K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
2.88K+ 12.13% |
$145K - $146K
|
26.6K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.87K+ 7.54% |
$144K - $145K
|
40.9K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.87K+ 47.56% |
$144K - $145K
|
8.9K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.87K+ 63.92% |
$144K - $145K
|
7.35K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.82K+ 18.45% |
$142K - $143K
|
18.1K
$919K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.82K+ 26.34% |
$142K - $143K
|
13.5K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.79K+ 4.07% |
$140K - $141K
|
71.3K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.67K+ 6.88% |
$134K - $135K
|
41.4K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.64K+ 7.68% |
$133K - $134K
|
37K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
2.62K+ 1.79% |
$132K - $133K
|
148K
$7.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.6K+ 41.09% |
$131K - $132K
|
8.94K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.57K+ 52.68% |
$130K - $130K
|
7.46K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 1.95% |
$125K - $126K
|
130K
$6.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.47K+ 49.99% |
$124K - $125K
|
7.41K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.46K+ 61.27% |
$124K - $125K
|
6.48K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 74.36% |
$121K - $122K
|
5.62K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.26K+ 4.69% |
$114K - $114K
|
50.4K
$2.55M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.25K+ 4.45% |
$113K - $114K
|
52.8K
$2.68M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
2.25K+ 2.34% |
$113K - $114K
|
98.3K
$4.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
2.19K+ 3.62% |
$110K - $111K
|
62.6K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.11K+ 2.3% |
$106K - $107K
|
93.5K
$4.74M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.1K+ 9.27% |
$106K - $106K
|
24.7K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.92K+ 3.06% |
$96.7K - $97.3K
|
64.6K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.87K+ 45.95% |
$94.3K - $94.9K
|
5.95K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.87K+ 0.64% |
$94.3K - $94.9K
|
294K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.84K+ 1.25% |
$92.7K - $93.3K
|
149K
$7.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.82K+ 238.93% |
$91.8K - $92.4K
|
2.59K
$131K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.82K+ 10.29% |
$91.7K - $92.3K
|
19.5K
$990K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.72K+ 10.2% |
$86.8K - $87.3K
|
18.6K
$943K
|