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 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

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management's JPST Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q1 2026, selling an estimated $2.3M and leaving 607,469 shares worth $30.8M. The position accounts for 0.98% of the portfolio, ranked #29.

Gerber Kawasaki Wealth & Investment Management first reported a position in JPST in Q4 2019 and has held it in 26 quarters since. The position peaked at $33M in Q4 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 607,469 shares of JPMorgan Ultra-Short Income ETF worth $30.8M as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 45,361 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.3M.
JPMorgan Ultra-Short Income ETF made up 0.98% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #29 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 26 quarters since.
Gerber Kawasaki Wealth & Investment Management's JPMorgan Ultra-Short Income ETF position peaked at $33M in Q4 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.