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 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	$3.31M	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aries Wealth Management's JPST Position: Q2 2026 in Review

Aries Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, buying an estimated $227K and bringing the position to 39,115 shares worth $1.98M. The position accounts for 0.39% of the portfolio, ranked #54.

Aries Wealth Management first reported a position in JPST in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.64M in Q2 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Aries Wealth Management held 39,115 shares of JPMorgan Ultra-Short Income ETF worth $1.98M as of Q2 2026.
Aries Wealth Management bought 4,500 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $227K.
JPMorgan Ultra-Short Income ETF made up 0.39% of Aries Wealth Management's portfolio in Q2 2026, its #54 holding.
Aries Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 28 quarters since.
Aries Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.64M in Q2 2022.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.