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 Q2	$11.7M	Buy	230,696 +55,734	+32%	+$2.82M	5.84%	7
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 $1.81T 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

Guardian Wealth Advisors (Minnesota)'s JPST Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2026, buying an estimated $2.82M and bringing the position to 230,696 shares worth $11.7M. The position accounts for 5.84% of the portfolio, ranked #7.

Guardian Wealth Advisors (Minnesota) first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 230,696 shares of JPMorgan Ultra-Short Income ETF worth $11.7M as of Q2 2026.
Guardian Wealth Advisors (Minnesota) bought 55,734 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.82M.
JPMorgan Ultra-Short Income ETF made up 5.84% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 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 15 quarters since.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.