Aspen Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Aspen Wealth Strategies’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 Q1	$1.55M	Buy	30,592 +3,073	+11%	+$156K	0.83%	26
2025 Q4	$1.39M	Sell	27,519 -1,004	-4%	-$50.9K	0.76%	24
2025 Q3	$1.45M	Buy	28,523 +2,398	+9%	+$121K	0.8%	20
2025 Q2	$1.32M	Buy	26,125 +9,658	+59%	+$488K	0.8%	21
2025 Q1	$834K	Sell	16,467 -7,816	-32%	-$395K	0.55%	32
2024 Q4	$1.22M	Sell	24,283 -2,753	-10%	-$139K	0.78%	21
2024 Q3	$1.37M	Buy	27,036 +261	+1%	+$13.2K	0.88%	17
2024 Q2	$1.35M	Sell	26,775 -4,472	-14%	-$225K	0.94%	17
2024 Q1	$1.58M	Buy	31,247 +5,729	+22%	+$288K	1.09%	16
2023 Q4	$1.28M	Sell	25,518 -4,046	-14%	-$203K	0.93%	22
2023 Q3	$1.48M	Buy	29,564 +2,211	+8%	+$111K	1.16%	15
2023 Q2	$1.37M	Sell	27,353 -11,007	-29%	-$552K	1.04%	15
2023 Q1	$1.93M	Buy	38,360 +5,857	+18%	+$294K	1.5%	12
2022 Q4	$1.63M	Buy	+32,503	New	+$1.63M	1.3%	13

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aspen Wealth Strategies's JPST Position: Q1 2026 in Review

Aspen Wealth Strategies increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 11% in Q1 2026, buying an estimated $156K and bringing the position to 30,592 shares worth $1.55M. The position accounts for 0.83% of the portfolio, ranked #26.

Aspen Wealth Strategies first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Aspen Wealth Strategies held 30,592 shares of JPMorgan Ultra-Short Income ETF worth $1.55M as of Q1 2026.
Aspen Wealth Strategies bought 3,073 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $156K.
JPMorgan Ultra-Short Income ETF made up 0.83% of Aspen Wealth Strategies's portfolio in Q1 2026, its #26 holding.
Aspen Wealth Strategies first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's JPMorgan Ultra-Short Income ETF position peaked at $1.93M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.