Golden State Equity Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Golden State Equity Partners’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	$49.9K	Sell	986 -65,074	-99%	-$3.29M	0.13%	96
2026 Q1	$3.34M	Buy	66,060 +37,275	+129%	+$1.89M	0.25%	85
2025 Q4	$1.46M	Sell	28,785 -5,953	-17%	-$302K	0.23%	93
2025 Q3	$1.76M	Sell	34,738 -1,324	-4%	-$67K	0.3%	70
2025 Q2	$1.83M	Buy	36,062 +6,034	+20%	+$305K	0.34%	62
2025 Q1	$1.52M	Buy	30,028 +3,807	+15%	+$192K	0.3%	85
2024 Q4	$1.32M	Sell	26,221 -6,998	-21%	-$353K	0.25%	95
2024 Q3	$1.69M	Sell	33,219 -3,183	-9%	-$161K	0.26%	89
2024 Q2	$1.84M	Buy	+36,402	New	+$1.83M	0.38%	56
2023 Q4	$2.85M	Sell	56,792 -8,042	-12%	-$404K	0.69%	33
2023 Q3	$3.25M	Buy	64,834 +22,756	+54%	+$1.14M	0.91%	21
2023 Q2	$2.11M	Buy	42,078 +22,641	+116%	+$1.14M	0.59%	35
2023 Q1	$978K	Buy	+19,437	New	+$977K	0.53%	60

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

Golden State Equity Partners's JPST Position: Q2 2026 in Review

Golden State Equity Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 99% in Q2 2026, selling an estimated $3.29M and leaving 986 shares worth $49.9K. The position accounts for 0.13% of the portfolio, ranked #96.

Golden State Equity Partners first reported a position in JPST in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.34M in Q1 2026. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Golden State Equity Partners held 986 shares of JPMorgan Ultra-Short Income ETF worth $49.9K as of Q2 2026.
Golden State Equity Partners sold 65,074 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.29M.
JPMorgan Ultra-Short Income ETF made up 0.13% of Golden State Equity Partners's portfolio in Q2 2026, its #96 holding.
Golden State Equity Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 13 quarters since.
Golden State Equity Partners's JPMorgan Ultra-Short Income ETF position peaked at $3.34M in Q1 2026.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.