Aspire Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Aspire Capital 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
2026 Q1	$5.33M	Sell	105,229 -15,821	-13%	-$801K	1.2%	23
2025 Q4	$6.12M	Sell	121,050 -4,575	-4%	-$232K	1.44%	20
2025 Q3	$6.37M	Buy	125,625 +3,685	+3%	+$187K	1.57%	17
2025 Q2	$6.18M	Sell	121,940 -71,890	-37%	-$3.63M	1.71%	17
2025 Q1	$9.81M	Buy	+193,830	New	+$9.79M	2.93%	10
2024 Q2	–	Sell	-91,414	Closed	-$4.61M	–	77
2024 Q1	$4.61M	Sell	91,414 -15,095	-14%	-$760K	1.55%	20
2023 Q4	$5.35M	Sell	106,509 -7,803	-7%	-$392K	2.17%	13
2023 Q3	$5.74M	Buy	114,312 +79	+0.1%	+$3.96K	2.61%	12
2023 Q2	$5.73M	Sell	114,233 -3,924	-3%	-$197K	2.78%	12
2023 Q1	$5.95M	Buy	118,157 +7,391	+7%	+$371K	3.12%	9
2022 Q4	$5.55M	Sell	110,766 -3,354	-3%	-$168K	3.16%	12
2022 Q3	$5.72M	Sell	114,120 -8,986	-7%	-$450K	4.54%	6
2022 Q2	$6.17M	Sell	123,106 -7,547	-6%	-$379K	4.68%	6
2022 Q1	$6.57M	Buy	130,653 +16,967	+15%	+$855K	6.25%	4
2021 Q4	$5.74M	Buy	+113,686	New	+$5.75M	19.17%	3

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

Aspire Capital Advisors's JPST Position: Q1 2026 in Review

Aspire Capital Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q1 2026, selling an estimated $801K and leaving 105,229 shares worth $5.33M. The position accounts for 1.2% of the portfolio, ranked #23.

Aspire Capital Advisors first reported a position in JPST in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.81M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Aspire Capital Advisors held 105,229 shares of JPMorgan Ultra-Short Income ETF worth $5.33M as of Q1 2026.
Aspire Capital Advisors sold 15,821 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $801K.
JPMorgan Ultra-Short Income ETF made up 1.2% of Aspire Capital Advisors's portfolio in Q1 2026, its #23 holding.
Aspire Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 15 quarters since.
Aspire Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $9.81M in Q1 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.