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

GK 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	$4.44M	Buy	+87,882	New	+$4.44M	2.33%	7
2026 Q1	–	Sell	-100,209	Closed	-$5.07M	–	128
2025 Q4	$5.07M	Buy	100,209 +4,173	+4%	+$211K	3.36%	4
2025 Q3	$4.87M	Buy	96,036 +20,186	+27%	+$1.02M	3.56%	5
2025 Q2	$3.84M	Sell	75,850 -14,764	-16%	-$746K	3.47%	5
2025 Q1	$4.59M	Sell	90,614 -5,035	-5%	-$254K	5.23%	1
2024 Q4	$4.82M	Buy	+95,649	New	+$4.83M	6.1%	1

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

GK Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 87,882 shares worth $4.44M. The stake represents 2.33% of the portfolio and ranks #7 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in JPST as recently as Q4 2025.

GK Wealth Management first reported a position in JPST in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.07M in Q4 2025. 447 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

GK Wealth Management held 87,882 shares of JPMorgan Ultra-Short Income ETF worth $4.44M as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new GK Wealth Management position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up 2.33% of GK Wealth Management's portfolio in Q2 2026, its #7 holding.
GK Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $5.07M in Q4 2025.
447 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.