Guardian Wealth Advisors (Minnesota)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$8.85M	Buy	174,962 +42,857	+32%	+$2.17M	5.09%	7
2025 Q4	$6.68M	Buy	132,105 +35,786	+37%	+$1.81M	3.77%	9
2025 Q3	$4.89M	Buy	96,319 +49,512	+106%	+$2.51M	2.77%	10
2025 Q2	$2.37M	Buy	46,807 +3,455	+8%	+$175K	1.4%	13
2025 Q1	$2.19M	Buy	43,352 +2,120	+5%	+$107K	1.41%	14
2024 Q4	$2.08M	Buy	41,232 +8,276	+25%	+$418K	1.33%	15
2024 Q3	$1.67M	Buy	32,956 +4,988	+18%	+$252K	1.03%	17
2024 Q2	$1.41M	Buy	27,968 +6,110	+28%	+$308K	0.92%	15
2024 Q1	$1.1M	Buy	21,858 +845	+4%	+$42.5K	0.72%	16
2023 Q4	$1.06M	Sell	21,013 -1,900	-8%	-$95.3K	0.74%	16
2023 Q3	$1.15M	Buy	22,913 +3,880	+20%	+$194K	0.88%	15
2023 Q2	$954K	Buy	19,033 +2,580	+16%	+$129K	0.7%	17
2023 Q1	$828K	Buy	16,453 +8,490	+107%	+$427K	0.65%	22
2022 Q4	$399K	Buy	+7,963	New	+$399K	0.35%	43

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

Guardian Wealth Advisors (Minnesota)'s JPST Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q1 2026, buying an estimated $2.17M and bringing the position to 174,962 shares worth $8.85M. The position accounts for 5.09% of the portfolio, ranked #7.

Guardian Wealth Advisors (Minnesota) first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 174,962 shares of JPMorgan Ultra-Short Income ETF worth $8.85M as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 42,857 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.17M.
JPMorgan Ultra-Short Income ETF made up 5.09% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #7 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.