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

Aprio 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 Q3	$17.5M	Buy	348,056 +35,216	+11%	+$1.78M	0.8%	35
2026 Q2	$15.8M	Buy	312,840 +47,415	+18%	+$2.4M	0.78%	32
2026 Q1	$13.4M	Buy	265,425 +127,642	+93%	+$6.46M	0.73%	36
2025 Q4	$6.97M	Buy	137,783 +107,421	+354%	+$5.44M	0.4%	52
2025 Q3	$1.54M	Sell	30,362 -64,507	-68%	-$3.27M	0.15%	93
2025 Q2	$4.81M	Sell	94,869 -5,674	-6%	-$287K	0.54%	34
2025 Q1	$5.09M	Sell	100,543 -1,235	-1%	-$62.4K	0.64%	33
2024 Q4	$5.13M	Sell	101,778 -12,597	-11%	-$636K	0.75%	25
2024 Q3	$5.8M	Buy	114,375 +1,229	+1%	+$62.1K	0.93%	24
2024 Q2	$5.71M	Sell	113,146 -6,418	-5%	-$323K	1.04%	21
2024 Q1	$6.03M	Sell	119,564 -548,720	-82%	-$27.6M	1.18%	20
2023 Q4	$33.6M	Buy	668,284 +333,054	+99%	+$16.7M	7.49%	3
2023 Q3	$16.8M	Buy	335,230 +58,611	+21%	+$2.94M	4.62%	5
2023 Q2	$13.9M	Sell	276,619 -47,856	-15%	-$2.4M	3.81%	7
2023 Q1	$16.3M	Buy	324,475 +306,745	+1,730%	+$15.4M	5.03%	5
2022 Q4	$889K	Buy	17,730 +1,000	+6%	+$50.1K	0.31%	41
2022 Q3	$839K	Sell	16,730 -3,870	-19%	-$194K	0.34%	43
2022 Q2	$1.03M	Sell	20,600 -6,670	-24%	-$335K	0.41%	34
2022 Q1	$1.37M	Sell	27,270 -3,573	-12%	-$180K	0.52%	32
2021 Q4	$1.56M	Buy	30,843 +17,522	+132%	+$886K	0.65%	29
2021 Q3	$676K	Buy	13,321 +2,031	+18%	+$103K	0.31%	38
2021 Q2	$573K	Buy	+11,290	New	+$573K	0.27%	38
2020 Q4	$1.94M	Sell	38,198 -68,994	-64%	-$3.5M	1.28%	20
2020 Q3	$5.44M	Buy	107,192 +35,662	+50%	+$1.81M	3.86%	7
2020 Q2	$3.63M	Buy	71,530 +53,420	+295%	+$2.69M	3.5%	8
2020 Q1	$900K	Buy	18,110 +1,560	+9%	+$78.4K	1.14%	19
2019 Q4	$835K	Buy	+16,550	New	+$835K	0.62%	25

Other funds holding JPST

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Aprio Wealth Management's JPST Position: Q3 2026 in Review

Aprio Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q3 2026, buying an estimated $1.78M and bringing the position to 348,056 shares worth $17.5M. The position accounts for 0.8% of the portfolio, ranked #35.

Aprio Wealth Management first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.6M in Q4 2023. 797 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Aprio Wealth Management held 348,056 shares of JPMorgan Ultra-Short Income ETF worth $17.5M as of Q3 2026.
Aprio Wealth Management bought 35,216 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $1.78M.
JPMorgan Ultra-Short Income ETF made up 0.8% of Aprio Wealth Management's portfolio in Q3 2026, its #35 holding.
Aprio Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
Aprio Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $33.6M in Q4 2023.
797 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.