Great Point Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Great Point Wealth 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	$37.6M	Buy	744,455 +21,445	+3%	+$1.08M	6.08%	4
2026 Q1	$36.6M	Buy	723,010 +4,805	+0.7%	+$243K	6.76%	3
2025 Q4	$36.3M	Buy	718,205 +30,714	+4%	+$1.56M	6.63%	3
2025 Q3	$34.9M	Buy	+687,491	New	+$34.8M	6.55%	3
2025 Q1	$31.3M	Buy	619,005 +30,734	+5%	+$1.55M	6.78%	3
2024 Q4	$29.6M	Buy	588,271 +3,409	+0.6%	+$172K	6.48%	3
2024 Q3	$29.7M	Buy	584,862 +6,405	+1%	+$324K	6.34%	3
2024 Q2	$29.2M	Buy	578,457 +33,952	+6%	+$1.71M	6.68%	3
2024 Q1	$27.5M	Buy	544,505 +532,660	+4,497%	+$26.8M	6.4%	3
2023 Q4	$595K	Buy	11,845 +5,137	+77%	+$258K	0.15%	48
2023 Q3	$337K	Sell	6,708 -88	-1%	-$4.41K	0.1%	53
2023 Q2	$341K	Sell	6,796 -795	-10%	-$39.9K	0.1%	50
2023 Q1	$382K	Sell	7,591 -145	-2%	-$7.29K	0.12%	48
2022 Q4	$388K	Buy	+7,736	New	+$388K	0.13%	48
2021 Q3	–	Sell	-8,368	Closed	-$425K	–	52
2021 Q2	$425K	Buy	8,368 +305	+4%	+$15.5K	0.15%	38
2021 Q1	$409K	Sell	8,063 -193	-2%	-$9.8K	0.16%	36
2020 Q4	$419K	Sell	8,256 -6,084	-42%	-$309K	0.18%	37
2020 Q3	$727K	Hold	14,340	–	–	0.38%	27
2020 Q2	$727K	Hold	14,340	–	–	0.38%	27
2020 Q1	$712K	Sell	14,340 -18,396	-56%	-$925K	0.6%	26
2019 Q4	$1.65M	Buy	32,736 +39	+0.1%	+$1.97K	1.02%	16
2019 Q3	$1.65M	Buy	32,697 +19	+0.1%	+$959	1.12%	14
2019 Q2	$1.65M	Buy	32,678 +21,705	+198%	+$1.09M	1.33%	17
2019 Q1	$551K	Buy	+10,973	New	+$551K	0.47%	26

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

Great Point Wealth Advisors's JPST Position: Q2 2026 in Review

Great Point Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3% in Q2 2026, buying an estimated $1.08M and bringing the position to 744,455 shares worth $37.6M. The position accounts for 6.08% of the portfolio, ranked #4.

Great Point Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 24 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Great Point Wealth Advisors held 744,455 shares of JPMorgan Ultra-Short Income ETF worth $37.6M as of Q2 2026.
Great Point Wealth Advisors bought 21,445 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.08M.
JPMorgan Ultra-Short Income ETF made up 6.08% of Great Point Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Great Point Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 24 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.