Gradient Capital Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Gradient Capital Advisors’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	$5.5M	Buy	108,737 +4,481	+4%	+$226K	1.27%	24
2026 Q1	$5.28M	Sell	104,256 -7,073	-6%	-$358K	1.37%	20
2025 Q4	$5.63M	Sell	111,329 -14,952	-12%	-$758K	1.45%	22
2025 Q3	$6.41M	Buy	126,281 +2,681	+2%	+$136K	1.72%	17
2025 Q2	$6.26M	Sell	123,600 -783	-0.6%	-$39.5K	1.85%	15
2025 Q1	$6.3M	Sell	124,383 -9,171	-7%	-$463K	2.06%	10
2024 Q4	$6.73M	Buy	133,554 +1,600	+1%	+$80.8K	2.17%	11
2024 Q3	$6.7M	Buy	131,954 +44	+0%	+$2.22K	2.22%	10
2024 Q2	$6.66M	Sell	131,910 -1,524	-1%	-$76.7K	2.38%	10
2024 Q1	$6.73M	Sell	133,434 -2,806	-2%	-$141K	2.47%	8
2023 Q4	$6.84M	Sell	136,240 -4,511	-3%	-$226K	2.61%	9
2023 Q3	$7.06M	Sell	140,751 -8,177	-5%	-$410K	2.95%	7
2023 Q2	$7.47M	Sell	148,928 -3,366	-2%	-$169K	2.99%	7
2023 Q1	$7.66M	Buy	152,294 +2,313	+2%	+$116K	3.26%	6
2022 Q4	$7.52M	Sell	149,981 -4,631	-3%	-$232K	3.42%	6
2022 Q3	$7.75M	Sell	154,612 -5,984	-4%	-$300K	3.7%	6
2022 Q2	$8.04M	Sell	160,596 -58,201	-27%	-$2.92M	3.86%	5
2022 Q1	$11M	Sell	218,797 -38,969	-15%	-$1.96M	4.66%	4
2021 Q4	$13M	Buy	257,766 +5,854	+2%	+$296K	5.42%	3
2021 Q3	$12.8M	Sell	251,912 -8,876	-3%	-$450K	5.86%	3
2021 Q2	$13.2M	Buy	260,788 +1,872	+0.7%	+$95K	6.2%	3
2021 Q1	$13.1M	Buy	258,916 +33,568	+15%	+$1.7M	6.96%	2
2020 Q4	$11.4M	Buy	225,348 +26,826	+14%	+$1.36M	6.53%	3
2020 Q3	$10.1M	Buy	198,522 +66,036	+50%	+$3.36M	6.3%	3
2020 Q2	$6.72M	Buy	132,486 +56,197	+74%	+$2.83M	4.54%	5
2020 Q1	$3.79M	Buy	76,289 +8,751	+13%	+$440K	3.06%	8
2019 Q4	$3.41M	Buy	67,538 +25,557	+61%	+$1.29M	2.37%	10
2019 Q3	$2.12M	Buy	41,981 +2,069	+5%	+$104K	1.58%	19
2019 Q2	$2.01M	Sell	39,912 -3,748	-9%	-$189K	1.54%	18
2019 Q1	$2.2M	Buy	43,660 +3,196	+8%	+$161K	1.75%	17
2018 Q4	$2.03M	Buy	40,464 +20,858	+106%	+$1.05M	1.75%	14
2018 Q3	$983K	Buy	+19,606	New	+$984K	0.83%	28

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

Gradient Capital Advisors's JPST Position: Q2 2026 in Review

Gradient Capital Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 4.3% in Q2 2026, buying an estimated $226K and bringing the position to 108,737 shares worth $5.5M. The position accounts for 1.27% of the portfolio, ranked #24.

Gradient Capital Advisors first reported a position in JPST in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.2M in Q2 2021. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Gradient Capital Advisors held 108,737 shares of JPMorgan Ultra-Short Income ETF worth $5.5M as of Q2 2026.
Gradient Capital Advisors bought 4,481 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $226K.
JPMorgan Ultra-Short Income ETF made up 1.27% of Gradient Capital Advisors's portfolio in Q2 2026, its #24 holding.
Gradient Capital Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 32 quarters since.
Gradient Capital Advisors's JPMorgan Ultra-Short Income ETF position peaked at $13.2M in Q2 2021.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.