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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Great Point Wealth Advisors's JPST Position: Q1 2026 in Review

Great Point Wealth Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.67% in Q1 2026, buying an estimated $243K and bringing the position to 723,010 shares worth $36.6M. The position accounts for 6.76% of the portfolio, ranked #3.

Great Point Wealth Advisors first reported a position in JPST in Q1 2019 and has held it in 23 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Great Point Wealth Advisors held 723,010 shares of JPMorgan Ultra-Short Income ETF worth $36.6M as of Q1 2026.
  • Great Point Wealth Advisors bought 4,805 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $243K.
  • JPMorgan Ultra-Short Income ETF made up 6.76% of Great Point Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Great Point Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 23 quarters since.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.