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

Golden State 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	$2.48M	Buy	49,123 +5,542	+13%	+$280K	0.23%	101
2026 Q1	$2.21M	Sell	43,581 -10,956	-20%	-$555K	0.24%	86
2025 Q4	$2.76M	Buy	54,537 +9,327	+21%	+$473K	0.29%	68
2025 Q3	$2.29M	Sell	45,210 -24,538	-35%	-$1.24M	0.25%	77
2025 Q2	$3.53M	Buy	69,748 +25,371	+57%	+$1.28M	0.43%	44
2025 Q1	$2.25M	Buy	44,377 +5,235	+13%	+$264K	0.33%	64
2024 Q4	$1.97M	Buy	+39,142	New	+$1.98M	0.3%	68
2022 Q1	–	Sell	-1,299	Closed	-$66K	–	334
2021 Q4	$66K	Buy	+1,299	New	+$65.7K	0.01%	358
2020 Q4	–	Sell	-4,599	Closed	-$234K	–	333
2020 Q3	$234K	Sell	4,599 -19,779	-81%	-$1.01M	0.08%	176
2020 Q2	$1.24M	Sell	24,378 -24,138	-50%	-$1.22M	0.4%	42
2020 Q1	$2.41M	Sell	48,516 -44,881	-48%	-$2.26M	1.06%	19
2019 Q4	$4.71M	Sell	93,397 -1,670	-2%	-$84.3K	0.9%	13
2019 Q3	$4.79M	Buy	95,067 +94,254	+11,593%	+$4.76M	1.58%	11
2019 Q2	$41K	Buy	+813	New	+$41K	0.01%	495

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 Wealth Management's JPST Position: Q2 2026 in Review

Golden State Wealth Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 13% in Q2 2026, buying an estimated $280K and bringing the position to 49,123 shares worth $2.48M. The position accounts for 0.23% of the portfolio, ranked #101.

Golden State Wealth Management first reported a position in JPST in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.79M in Q3 2019. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Golden State Wealth Management held 49,123 shares of JPMorgan Ultra-Short Income ETF worth $2.48M as of Q2 2026.
Golden State Wealth Management bought 5,542 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $280K.
JPMorgan Ultra-Short Income ETF made up 0.23% of Golden State Wealth Management's portfolio in Q2 2026, its #101 holding.
Golden State Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2019 and has held it in 14 quarters since.
Golden State Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $4.79M in Q3 2019.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.