Apollon Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Apollon Wealth Management’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Buy	308,914 +25,061	+9%	+$1.27M	0.25%	86
2025 Q4	$14.4M	Buy	283,853 +7,464	+3%	+$378K	0.25%	80
2025 Q3	$14M	Sell	276,389 -34,838	-11%	-$1.76M	0.25%	80
2025 Q2	$15.8M	Buy	311,227 +84,684	+37%	+$4.28M	0.31%	62
2025 Q1	$11.5M	Buy	226,543 +82,153	+57%	+$4.15M	0.25%	79
2024 Q4	$7.27M	Buy	144,390 +105,596	+272%	+$5.33M	0.17%	110
2024 Q3	$1.97M	Sell	38,794 -3,980	-9%	-$201K	0.06%	308
2024 Q2	$2.16M	Sell	42,774 -333	-0.8%	-$16.8K	0.07%	267
2024 Q1	$2.17M	Buy	43,107 +700	+2%	+$35.2K	0.07%	266
2023 Q4	$2.13M	Buy	42,407 +6,426	+18%	+$322K	0.07%	246
2023 Q3	$1.81M	Buy	35,981 +6,033	+20%	+$302K	0.09%	216
2023 Q2	$1.5M	Sell	29,948 -10,054	-25%	-$505K	0.07%	280
2023 Q1	$2.01M	Sell	40,002 -4,111	-9%	-$207K	0.12%	175
2022 Q4	$2.21M	Buy	44,113 +26,549	+151%	+$1.33M	0.16%	140
2022 Q3	$881K	Sell	17,564 -11,374	-39%	-$570K	0.07%	289
2022 Q2	$1.45M	Sell	28,938 -22,286	-44%	-$1.12M	0.12%	187
2022 Q1	$2.58M	Sell	51,224 -36,976	-42%	-$1.86M	0.18%	118
2021 Q4	$4.45M	Buy	+88,200	New	+$4.46M	0.33%	66

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apollon Wealth Management's JPST Position: Q1 2026 in Review

Apollon Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.8% in Q1 2026, buying an estimated $1.27M and bringing the position to 308,914 shares worth $15.6M. The position accounts for 0.25% of the portfolio, ranked #86.

Apollon Wealth Management first reported a position in JPST in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.8M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Apollon Wealth Management held 308,914 shares of JPMorgan Ultra-Short Income ETF worth $15.6M as of Q1 2026.
Apollon Wealth Management bought 25,061 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.27M.
JPMorgan Ultra-Short Income ETF made up 0.25% of Apollon Wealth Management's portfolio in Q1 2026, its #86 holding.
Apollon Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 18 quarters since.
Apollon Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $15.8M in Q2 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.