Garden State Investment Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Garden State Investment Advisory Services’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	$4.2M	Buy	83,071 +32,841	+65%	+$1.66M	0.92%	25
2025 Q4	$2.55M	Buy	50,230 +5,026	+11%	+$255K	0.56%	47
2025 Q3	$2.29M	Sell	45,204 -1,014	-2%	-$51.3K	0.51%	49
2025 Q2	$2.34M	Sell	46,218 -35,887	-44%	-$1.81M	0.59%	44
2025 Q1	$4.16M	Buy	82,105 +7,089	+9%	+$358K	1.33%	19
2024 Q4	$3.79M	Buy	75,016 +68,137	+991%	+$3.44M	1.13%	22
2024 Q3	$349K	Buy	6,879 +789	+13%	+$39.9K	0.11%	155
2024 Q2	$307K	Sell	6,090 -518	-8%	-$26.1K	0.11%	165
2024 Q1	$332K	Sell	6,608 -7,118	-52%	-$358K	0.12%	160
2023 Q4	$690K	Sell	13,726 -388	-3%	-$19.5K	0.27%	82
2023 Q3	$708K	Sell	14,114 -8,220	-37%	-$412K	0.33%	67
2023 Q2	$1.12M	Sell	22,334 -15,108	-40%	-$758K	0.44%	42
2023 Q1	$1.88M	Buy	37,442 +30,139	+413%	+$1.51M	0.81%	24
2022 Q4	$366K	Buy	+7,303	New	+$366K	0.22%	106

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

Garden State Investment Advisory Services's JPST Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 65% in Q1 2026, buying an estimated $1.66M and bringing the position to 83,071 shares worth $4.2M. The position accounts for 0.92% of the portfolio, ranked #25.

Garden State Investment Advisory Services first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Garden State Investment Advisory Services held 83,071 shares of JPMorgan Ultra-Short Income ETF worth $4.2M as of Q1 2026.
Garden State Investment Advisory Services bought 32,841 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.66M.
JPMorgan Ultra-Short Income ETF made up 0.92% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #25 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.