Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38.8K+ 17.82% |
$1.96M - $1.97M
|
257K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
37.7K+ 8.31% |
$1.9M - $1.91M
|
491K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
36.6K+ 4.78% |
$1.85M - $1.86M
|
802K
$40.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
36.4K+ 17.75% |
$1.84M - $1.85M
|
242K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
35.2KNew |
$1.78M - $1.79M
|
35.2K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
33.7K+ 8.9% |
$1.7M - $1.71M
|
412K
$20.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
32.9K+ 7.54% |
$1.66M - $1.67M
|
469K
$23.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
32K+ 5.65% |
$1.62M - $1.62M
|
598K
$30.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
31.3K+ 18.95% |
$1.58M - $1.59M
|
196K
$9.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
31K+ 176.05% |
$1.56M - $1.57M
|
48.6K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30.4K+ 23.12% |
$1.53M - $1.54M
|
162K
$8.2M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
30.3K+ 95.61% |
$1.53M - $1.54M
|
61.9K
$3.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 33.67% |
$1.45M - $1.46M
|
114K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
27.9K+ 23.51% |
$1.41M - $1.42M
|
147K
$7.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
27.7K+ 20.55% |
$1.4M - $1.4M
|
162K
$8.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27.1K+ 2.39% |
$1.37M - $1.37M
|
1.16M
$58.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
25.5K+ 82.92% |
$1.29M - $1.29M
|
56.3K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
24.6K+ 5.11% |
$1.24M - $1.25M
|
506K
$25.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
24.6K+ 17.81% |
$1.24M - $1.25M
|
163K
$8.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
24.1K+ 26.78% |
$1.22M - $1.22M
|
114K
$5.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 6.03% |
$1.17M - $1.17M
|
407K
$20.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 29.43% |
$1.14M - $1.15M
|
99.3K
$5.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.8KNew |
$1.1M - $1.11M
|
21.8K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.2K+ 76.25% |
$1.07M - $1.07M
|
49K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
21KNew |
$1.06M - $1.07M
|
21K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
21K+ 32.96% |
$1.06M - $1.06M
|
84.5K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20.9KNew |
$1.06M - $1.06M
|
20.9K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20.8KNew |
$1.05M - $1.06M
|
20.8K
$1.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.7K+ 3.71% |
$1.05M - $1.05M
|
580K
$29.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
20.5K+ 10.74% |
$1.04M - $1.04M
|
212K
$10.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
19.2K+ 91.27% |
$970K - $976K
|
40.3K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
19.1K+ 14.68% |
$964K - $969K
|
149K
$7.57M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19K+ 15.82% |
$960K - $965K
|
139K
$7.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
18.4KNew |
$929K - $934K
|
18.4K
$933K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18.3K+ 19.05% |
$925K - $930K
|
115K
$5.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
18K+ 4.65% |
$908K - $913K
|
405K
$20.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
18K+ 3.24% |
$906K - $911K
|
572K
$29M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 56.62% |
$905K - $910K
|
49.6K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 13.29% |
$904K - $909K
|
153K
$7.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.9KNew |
$902K - $906K
|
17.9K
$906K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
17.7K+ 42.76% |
$892K - $896K
|
59K
$2.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
17.5K+ 71.25% |
$883K - $888K
|
42K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
17.4K+ 6.5% |
$881K - $885K
|
286K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17.4K+ 3.92% |
$879K - $884K
|
462K
$23.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
17.4K+ 6.68% |
$878K - $882K
|
278K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
17.3K+ 8.45% |
$874K - $879K
|
222K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
17.3K+ 6.6% |
$872K - $877K
|
279K
$14.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17.2K+ 32.78% |
$866K - $871K
|
69.5K
$3.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
16.6K+ 2.23% |
$836K - $841K
|
759K
$38.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$832K - $836K
|
16.5K
$835K
|