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

Gilpin 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 Q2	$1.86M	Sell	36,811 -3,128	-8%	-$158K	1.29%	17
2026 Q1	$2.02M	Sell	39,939 -919	-2%	-$46.5K	1.6%	15
2025 Q4	$2.07M	Buy	+40,858	New	+$2.07M	1.64%	15

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

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

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

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

HWM

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

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

Gilpin Wealth Management's JPST Position: Q2 2026 in Review

Gilpin Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.8% in Q2 2026, selling an estimated $158K and leaving 36,811 shares worth $1.86M. The position accounts for 1.29% of the portfolio, ranked #17.

Gilpin Wealth Management first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Gilpin Wealth Management held 36,811 shares of JPMorgan Ultra-Short Income ETF worth $1.86M as of Q2 2026.
Gilpin Wealth Management sold 3,128 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $158K.
JPMorgan Ultra-Short Income ETF made up 1.29% of Gilpin Wealth Management's portfolio in Q2 2026, its #17 holding.
Gilpin Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Gilpin Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $2.07M in Q4 2025.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.