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

Guardian Wealth Advisors (North Carolina)’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	$3.59M	Sell	70,928 -26,929	-28%	-$1.36M	0.2%	71
2026 Q1	$4.95M	Buy	97,857 +6,638	+7%	+$336K	0.31%	53
2025 Q4	$4.62M	Sell	91,219 -2,273	-2%	-$115K	0.29%	56
2025 Q3	$4.74M	Sell	93,492 -33,430	-26%	-$1.69M	0.31%	53
2025 Q2	$6.43M	Buy	126,922 +9,550	+8%	+$482K	0.45%	41
2025 Q1	$5.94M	Buy	117,372 +654	+0.6%	+$33K	0.48%	39
2024 Q4	$5.88M	Buy	116,718 +1,707	+1%	+$86.2K	0.46%	41
2024 Q3	$5.84M	Buy	115,011 +1,308	+1%	+$66.1K	0.62%	29
2024 Q2	$5.74M	Sell	113,703 -3,283	-3%	-$165K	0.67%	26
2024 Q1	$5.9M	Sell	116,986 -5,422	-4%	-$273K	0.72%	24
2023 Q4	$6.15M	Sell	122,408 -6,347	-5%	-$318K	0.93%	18
2023 Q3	$6.46M	Sell	128,755 -169,375	-57%	-$8.49M	1.1%	17
2023 Q2	$14.9M	Buy	298,130 +167,524	+128%	+$8.41M	2.56%	10
2023 Q1	$6.57M	Buy	130,606 +103,607	+384%	+$5.21M	1.15%	17
2022 Q4	$1.36M	Buy	26,999 +6,464	+31%	+$324K	0.26%	50
2022 Q3	$1.03M	Buy	20,535 +1,031	+5%	+$51.7K	0.19%	61
2022 Q2	$977K	Buy	+19,504	New	+$979K	0.18%	69

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 (North Carolina)'s JPST Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q2 2026, selling an estimated $1.36M and leaving 70,928 shares worth $3.59M. The position accounts for 0.2% of the portfolio, ranked #71.

Guardian Wealth Advisors (North Carolina) first reported a position in JPST in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.9M in Q2 2023. 1,197 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 70,928 shares of JPMorgan Ultra-Short Income ETF worth $3.59M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 26,929 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.36M.
JPMorgan Ultra-Short Income ETF made up 0.2% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #71 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s JPMorgan Ultra-Short Income ETF position peaked at $14.9M in Q2 2023.
1,197 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.