Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Galvin Gaustad & Stein’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 		$5.63M Sell
111,765
-1,262
-1% -$63.7K 0.42% 60
2026
Q2 		$5.72M Buy
113,027
+23,730
+27% +$1.2M 0.42% 62
2026
Q1 		$4.52M Sell
89,297
-7,898
-8% -$400K 0.36% 66
2025
Q4 		$4.92M Buy
97,195
+28,377
+41% +$1.44M 0.38% 69
2025
Q3 		$3.49M Buy
68,818
+12,270
+22% +$621K 0.28% 69
2025
Q2 		$2.87M Buy
56,548
+11,055
+24% +$558K 0.25% 69
2025
Q1 		$2.3M Sell
45,493
-6,564
-13% -$332K 0.21% 70
2024
Q4 		$2.62M Buy
52,057
+4,760
+10% +$240K 0.23% 67
2024
Q3 		$2.4M Sell
47,297
-512
-1% -$25.9K 0.21% 67
2024
Q2 		$2.41M Sell
47,809
-3,338
-7% -$168K 0.22% 64
2024
Q1 		$2.58M Sell
51,147
-4,575
-8% -$230K 0.24% 63
2023
Q4 		$2.8M Sell
55,722
-20,861
-27% -$1.05M 0.26% 62
2023
Q3 		$3.84M Sell
76,583
-77,802
-50% -$3.9M 0.39% 62
2023
Q2 		$7.74M Sell
154,385
-1,355
-0.9% -$68K 0.75% 48
2023
Q1 		$7.84M Sell
155,740
-62,190
-29% -$3.13M 0.77% 48
2022
Q4 		$10.9M Sell
217,930
-12,527
-5% -$628K 1.1% 42
2022
Q3 		$11.6M Sell
230,457
-21,405
-8% -$1.07M 1.22% 39
2022
Q2 		$12.6M Sell
251,862
-14,807
-6% -$743K 1.28% 34
2022
Q1 		$13.4M Sell
266,669
-12,280
-4% -$619K 1.21% 36
2021
Q4 		$14.1M Sell
278,949
-3,391
-1% -$172K 1.22% 32
2021
Q3 		$14.3M Buy
282,340
+1,951
+0.7% +$99K 1.38% 26
2021
Q2 		$14.2M Buy
280,389
+9,302
+3% +$472K 1.35% 32
2021
Q1 		$13.8M Buy
271,087
+11,929
+5% +$606K 1.38% 30
2020
Q4 		$13.2M Buy
+259,158
New +$13.2M 1.38% 31

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Galvin Gaustad & Stein's JPST Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.1% in Q3 2026, selling an estimated $63.7K and leaving 111,765 shares worth $5.63M. The position accounts for 0.42% of the portfolio, ranked #60.

Galvin Gaustad & Stein first reported a position in JPST in Q4 2020 and has held it in 24 quarters since. The position peaked at $14.3M in Q3 2021. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Galvin Gaustad & Stein held 111,765 shares of JPMorgan Ultra-Short Income ETF worth $5.63M as of Q3 2026.
  • Galvin Gaustad & Stein sold 1,262 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $63.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.42% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #60 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's JPMorgan Ultra-Short Income ETF position peaked at $14.3M in Q3 2021.
  • 904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.