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Aspen Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Aspen Investment 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 		$232K Buy
+4,578
New +$231K 0.06% 178
2023
Q4 		– Sell
-12,287
Closed -$616K – 146
2023
Q3 		$616K Sell
12,287
-7,708
-39% -$386K 0.37% 75
2023
Q2 		$1M Buy
19,995
+256
+1% +$12.8K 0.6% 52
2023
Q1 		$993K Buy
19,739
+1,410
+8% +$70.9K 0.64% 50
2022
Q4 		$919K Buy
+18,329
New +$919K 0.6% 53

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Aspen Investment Management's JPST Position: Q2 2026 in Review

Aspen Investment Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 4,578 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Aspen Investment Management previously reported a position in JPST as recently as Q3 2023.

Aspen Investment Management first reported a position in JPST in Q4 2022 and has held it in 5 quarters since. The position peaked at $1M in Q2 2023. 435 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Aspen Investment Management held 4,578 shares of JPMorgan Ultra-Short Income ETF worth $232K as of Q2 2026.
  • JPMorgan Ultra-Short Income ETF was a new Aspen Investment Management position in Q2 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of Aspen Investment Management's portfolio in Q2 2026, its #178 holding.
  • Aspen Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 5 quarters since.
  • Aspen Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $1M in Q2 2023.
  • 435 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.