Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
380K+ 65.54% |
$19.2M - $19.3M
|
960K
$48.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
310KNew |
$15.7M - $15.8M
|
310K
$15.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
210K+ 161.59% |
$10.6M - $10.7M
|
340K
$17.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195K+ 42.33% |
$9.89M - $9.92M
|
657K
$33.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
143K+ 49.18% |
$7.24M - $7.26M
|
434K
$22M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
130K+ 28.65% |
$6.6M - $6.62M
|
586K
$29.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
113KNew |
$5.72M - $5.74M
|
113K
$5.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
112K+ 177.79% |
$5.65M - $5.68M
|
175K
$8.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
96.6K+ 18.96% |
$4.88M - $4.9M
|
606K
$30.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
92K+ 62.73% |
$4.65M - $4.67M
|
239K
$12.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
91.8KNew |
$4.64M - $4.66M
|
91.8K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
90.9K+ 18.49% |
$4.59M - $4.61M
|
582K
$29.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
83.1K+ 5.37% |
$4.2M - $4.22M
|
1.63M
$82.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
80.6K+ 5.59% |
$4.07M - $4.09M
|
1.52M
$77.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
68.6KNew |
$3.47M - $3.49M
|
68.6K
$3.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
63.7K+ 7.8% |
$3.22M - $3.23M
|
880K
$44.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
62.6K+ 9.21% |
$3.17M - $3.18M
|
742K
$37.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
59.9K+ 3.31% |
$3.03M - $3.04M
|
1.87M
$94.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50.3K+ 104.72% |
$2.54M - $2.56M
|
98.4K
$4.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
48.4K+ 12.48% |
$2.45M - $2.46M
|
436K
$22.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 48.54% |
$2.44M - $2.45M
|
148K
$7.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
43.4K+ 149.57% |
$2.19M - $2.2M
|
72.3K
$3.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40.5K+ 34.23% |
$2.05M - $2.06M
|
159K
$8.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
37.6K+ 3066.88% |
$1.9M - $1.91M
|
38.8K
$1.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
36.5K+ 31.85% |
$1.84M - $1.85M
|
151K
$7.65M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36.5K+ 5.54% |
$1.84M - $1.85M
|
695K
$35.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
35.8K+ 23.46% |
$1.81M - $1.82M
|
189K
$9.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
33.4K+ 70.86% |
$1.69M - $1.7M
|
80.6K
$4.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
32.5K+ 511.62% |
$1.65M - $1.65M
|
38.9K
$1.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
31.7K+ 14.28% |
$1.61M - $1.61M
|
254K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31K+ 21.45% |
$1.57M - $1.57M
|
176K
$8.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
30.9KNew |
$1.56M - $1.57M
|
30.9K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
28.6K+ 10.27% |
$1.45M - $1.45M
|
307K
$15.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
28.4K+ 41.23% |
$1.44M - $1.44M
|
97.2K
$4.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28K+ 4.9% |
$1.42M - $1.42M
|
599K
$30.3M
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
27.7K+ 19.87% |
$1.4M - $1.4M
|
167K
$8.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
27.5K+ 32.7% |
$1.39M - $1.4M
|
112K
$5.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
25.4K+ 6.05% |
$1.29M - $1.29M
|
446K
$22.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
25.2K+ 18.18% |
$1.28M - $1.28M
|
164K
$8.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
24.3K+ 12.45% |
$1.23M - $1.23M
|
219K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
24K+ 18.74% |
$1.21M - $1.22M
|
152K
$7.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
23.9K+ 4.18% |
$1.21M - $1.21M
|
595K
$30.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
22.8K+ 26.99% |
$1.15M - $1.16M
|
107K
$5.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
22.4K+ 6.42% |
$1.14M - $1.14M
|
372K
$18.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
22K+ 133.27% |
$1.11M - $1.11M
|
38.4K
$1.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.9KNew |
$1.11M - $1.11M
|
21.9K
$1.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 9.18% |
$1.05M - $1.05M
|
247K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
20.6K+ 28.69% |
$1.04M - $1.05M
|
92.5K
$4.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
19.4K+ 12.97% |
$979K - $983K
|
169K
$8.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.1K+ 11.52% |
$967K - $971K
|
185K
$9.37M
|
|