Gibbs Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gibbs Wealth 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	$681K	Buy	13,465 +649	+5%	+$32.9K	0.09%	226
2025 Q4	$649K	Sell	12,816 -3,021	-19%	-$153K	0.16%	156
2025 Q3	$803K	Sell	15,837 -853	-5%	-$43.2K	0.18%	136
2025 Q2	$846K	Sell	16,690 -89,506	-84%	-$4.52M	0.16%	147
2025 Q1	$5.38M	Buy	106,196 +8,061	+8%	+$407K	1.3%	15
2024 Q4	$4.94M	Buy	98,135 +6,274	+7%	+$317K	1.34%	14
2024 Q3	$4.66M	Buy	91,861 +17,858	+24%	+$902K	1.51%	13
2024 Q2	$3.73M	Buy	74,003 +22,285	+43%	+$1.12M	1.51%	12
2024 Q1	$2.61M	Buy	+51,718	New	+$2.6M	1.5%	11

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gibbs Wealth Management's JPST Position: Q1 2026 in Review

Gibbs Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 5.1% in Q1 2026, buying an estimated $32.9K and bringing the position to 13,465 shares worth $681K. The position accounts for 0.09% of the portfolio, ranked #226.

Gibbs Wealth Management first reported a position in JPST in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.38M in Q1 2025. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Gibbs Wealth Management held 13,465 shares of JPMorgan Ultra-Short Income ETF worth $681K as of Q1 2026.
Gibbs Wealth Management bought 649 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $32.9K.
JPMorgan Ultra-Short Income ETF made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #226 holding.
Gibbs Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.38M in Q1 2025.
1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.