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 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	Buy	26,221 +22,340	+576%	+$1.13M	0.25%	95
2024 Q3	$197K	Sell	3,881 -32,521	-89%	-$1.64M	0.1%	187
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 $1.56T 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 $15.5B AUM 18.35% 1-Year Est. Return

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

Golden State Equity Partners's JPST Position: Q1 2026 in Review

Golden State Equity Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 129% in Q1 2026, buying an estimated $1.89M and bringing the position to 66,060 shares worth $3.34M. The position accounts for 0.25% of the portfolio, ranked #85.

Golden State Equity Partners first reported a position in JPST in Q1 2023 and has held it in 12 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Golden State Equity Partners held 66,060 shares of JPMorgan Ultra-Short Income ETF worth $3.34M as of Q1 2026.
Golden State Equity Partners bought 37,275 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.89M.
JPMorgan Ultra-Short Income ETF made up 0.25% of Golden State Equity Partners's portfolio in Q1 2026, its #85 holding.
Golden State Equity Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 12 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.