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Arete Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-7,188
Closed -$365K – 569
2025
Q3 		$365K Sell
7,188
-1,722
-19% -$87.2K 0.02% 529
2025
Q2 		$452K Buy
8,910
+3,972
+80% +$201K 0.03% 439
2025
Q1 		$250K Sell
4,938
-3,384
-41% -$171K 0.02% 603
2024
Q4 		$419K Buy
8,322
+3,661
+79% +$185K 0.03% 460
2024
Q3 		$236K Sell
4,661
-27,993
-86% -$1.41M 0.02% 598
2024
Q2 		$1.65M Buy
32,654
+967
+3% +$48.7K 0.14% 153
2024
Q1 		$1.6M Sell
31,687
-3,528
-10% -$178K 0.15% 157
2023
Q4 		$1.77M Buy
35,215
+12,044
+52% +$604K 0.13% 161
2023
Q3 		$1.16M Buy
23,171
+2,828
+14% +$142K 0.2% 114
2023
Q2 		$1.02M Buy
20,343
+1,705
+9% +$85.6K 0.09% 217
2023
Q1 		$938K Buy
+18,638
New +$937K 0.08% 226
2022
Q4 		– Sell
-14,056
Closed -$705K – 672
2022
Q3 		$705K Buy
14,056
+3,052
+28% +$153K 0.07% 237
2022
Q2 		$551K Buy
11,004
+457
+4% +$22.9K 0.06% 227
2022
Q1 		$530K Sell
10,547
-562
-5% -$28.3K 0.04% 271
2021
Q4 		$561K Buy
+11,109
New +$562K 0.05% 268

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Arete Wealth Advisors's JPST Position: Q4 2025 in Review

Arete Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 7,188 shares — an estimated $365K sold.

Arete Wealth Advisors first reported a position in JPST in Q4 2021 and held it in 15 quarters. The position peaked at $1.77M in Q4 2023. 1,202 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

  • Arete Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,188 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $365K.
  • Arete Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 15 quarters.
  • Arete Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $1.77M in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.