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

Aries 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	$1.95M	Sell	38,615 -500	-1%	-$25.2K	0.37%	57
2026 Q2	$1.98M	Buy	39,115 +4,500	+13%	+$227K	0.39%	54
2026 Q1	$1.75M	Buy	34,615 +1,700	+5%	+$86.1K	0.39%	62
2025 Q4	$1.67M	Sell	32,915 -500	-1%	-$25.3K	0.37%	63
2025 Q3	$1.7M	Buy	33,415 +1,465	+5%	+$74.2K	0.4%	64
2025 Q2	$1.62M	Sell	31,950 -800	-2%	-$40.4K	0.42%	61
2025 Q1	$1.66M	Buy	32,750 +2,240	+7%	+$113K	0.45%	58
2024 Q4	$1.54M	Buy	30,510 +2,680	+10%	+$135K	0.42%	56
2024 Q3	$1.41M	Sell	27,830 -1,750	-6%	-$88.4K	0.39%	63
2024 Q2	$1.49M	Buy	29,580 +1,860	+7%	+$93.7K	0.47%	53
2024 Q1	$1.4M	Hold	27,720	–	–	0.45%	58
2023 Q4	$1.39M	Hold	27,720	–	–	0.5%	55
2023 Q3	$1.39M	Sell	27,720 -5,000	-15%	-$251K	0.54%	53
2023 Q2	$1.64M	Hold	32,720	–	–	0.64%	45
2023 Q1	$1.65M	Sell	32,720 -31,000	-49%	-$1.56M	0.68%	43
2022 Q4	$3.19M	Sell	63,720 -5,900	-8%	-$296K	1.38%	16
2022 Q3	$3.49M	Sell	69,620 -3,070	-4%	-$154K	1.54%	15
2022 Q2	$3.64M	Buy	+72,690	New	+$3.65M	1.65%	14
2022 Q1	–	Sell	-70,260	Closed	-$3.55M	–	148
2021 Q4	$3.55M	Buy	70,260 +5,100	+8%	+$258K	1.35%	16
2021 Q3	$3.3M	Buy	65,160 +12,000	+23%	+$609K	1.4%	17
2021 Q2	$2.7M	Buy	53,160 +3,690	+7%	+$187K	1.15%	21
2021 Q1	$2.51M	Buy	49,470 +6,520	+15%	+$331K	1.13%	22
2020 Q4	$2.18M	Buy	42,950 +1,950	+5%	+$99K	1.09%	23
2020 Q3	$2.08M	Buy	41,000 +12,000	+41%	+$610K	1.18%	23
2020 Q2	$1.47M	Buy	29,000 +8,000	+38%	+$403K	0.9%	34
2020 Q1	$1.04M	Hold	21,000	–	–	0.79%	37
2019 Q4	$1.06M	Buy	21,000 +3,000	+17%	+$151K	0.65%	41
2019 Q3	$908K	Buy	18,000 +10,200	+131%	+$515K	0.6%	46
2019 Q2	$393K	Buy	+7,800	New	+$393K	0.27%	92

Other funds holding JPST

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

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

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

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

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

Aries Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.3% in Q3 2026, selling an estimated $25.2K and leaving 38,615 shares worth $1.95M. The position accounts for 0.37% of the portfolio, ranked #57.

Aries Wealth Management first reported a position in JPST in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.64M in Q2 2022. 532 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Aries Wealth Management held 38,615 shares of JPMorgan Ultra-Short Income ETF worth $1.95M as of Q3 2026.
Aries Wealth Management sold 500 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $25.2K.
JPMorgan Ultra-Short Income ETF made up 0.37% of Aries Wealth Management's portfolio in Q3 2026, its #57 holding.
Aries Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 29 quarters since.
Aries Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.64M in Q2 2022.
532 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.