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Gerber Kawasaki Wealth & Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gerber Kawasaki Wealth & 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 		$32.5M Buy
643,064
+35,595
+6% +$1.8M 0.87% 31
2026
Q1 		$30.8M Sell
607,469
-45,361
-7% -$2.3M 0.98% 29
2025
Q4 		$33M Buy
652,830
+55,093
+9% +$2.79M 1.15% 25
2025
Q3 		$30.3M Buy
597,737
+57,755
+11% +$2.92M 1.04% 28
2025
Q2 		$27.4M Buy
539,982
+189,001
+54% +$9.55M 1.06% 25
2025
Q1 		$17.8M Buy
350,981
+84,174
+32% +$4.25M 0.8% 33
2024
Q4 		$13.4M Buy
266,807
+22,838
+9% +$1.15M 0.58% 43
2024
Q3 		$12.4M Sell
243,969
-4,646
-2% -$235K 0.57% 43
2024
Q2 		$12.5M Sell
248,615
-7,819
-3% -$394K 0.63% 42
2024
Q1 		$12.9M Sell
256,434
-56,853
-18% -$2.86M 0.7% 37
2023
Q4 		$15.7M Sell
313,287
-69,841
-18% -$3.5M 0.94% 27
2023
Q3 		$19.2M Buy
383,128
+45,514
+13% +$2.28M 1.31% 20
2023
Q2 		$16.9M Sell
337,614
-33,078
-9% -$1.66M 1.14% 24
2023
Q1 		$18.7M Buy
370,692
+74,055
+25% +$3.72M 1.47% 19
2022
Q4 		$14.9M Buy
296,637
+51,429
+21% +$2.58M 1.32% 20
2022
Q3 		$12.3M Buy
245,208
+228,401
+1,359% +$11.4M 1.15% 24
2022
Q2 		$841K Buy
16,807
+24
+0.1% +$1.2K 0.08% 126
2022
Q1 		$843K Sell
16,783
-1,840
-10% -$92.7K 0.07% 123
2021
Q4 		$940K Buy
18,623
+18,584
+47,651% +$940K 0.07% 117
2021
Q3 		$39K Sell
39
-48,063
-100% -$2.44M 0.01% 355
2021
Q2 		$2.44M Sell
48,102
-13,045
-21% -$662K 0.25% 71
2021
Q1 		$3.1M Sell
61,147
-45,033
-42% -$2.29M 0.37% 47
2020
Q4 		$5.39M Sell
106,180
-25,861
-20% -$1.31M 0.75% 33
2020
Q3 		$6.71M Sell
132,041
-22,564
-15% -$1.15M 1.43% 21
2020
Q2 		$7.84M Buy
154,605
+139,088
+896% +$7.01M 1.74% 18
2020
Q1 		$770K Buy
15,517
+10,792
+228% +$543K 0.22% 69
2019
Q4 		$238K Buy
+4,725
New +$239K 0.06% 108

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JPST Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.9% in Q2 2026, buying an estimated $1.8M and bringing the position to 643,064 shares worth $32.5M. The position accounts for 0.87% of the portfolio, ranked #31.

Gerber Kawasaki Wealth & Investment Management first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $33M in Q4 2025. 820 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 643,064 shares of JPMorgan Ultra-Short Income ETF worth $32.5M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 35,595 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.8M.
  • JPMorgan Ultra-Short Income ETF made up 0.87% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #31 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $33M in Q4 2025.
  • 820 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.