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 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 $1.56T 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 (North Carolina)'s JPST Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.3% in Q1 2026, buying an estimated $336K and bringing the position to 97,857 shares worth $4.95M. The position accounts for 0.31% of the portfolio, ranked #53.

Guardian Wealth Advisors (North Carolina) first reported a position in JPST in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.9M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 97,857 shares of JPMorgan Ultra-Short Income ETF worth $4.95M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 6,638 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $336K.
JPMorgan Ultra-Short Income ETF made up 0.31% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #53 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s JPMorgan Ultra-Short Income ETF position peaked at $14.9M in Q2 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.