Safeguard Investment Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Safeguard Investment Advisory Group’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	–	Sell	-15,383	Closed	-$778K	–	154
2025 Q4	$778K	Sell	15,383 -37,706	-71%	-$1.91M	0.2%	50
2025 Q3	$2.69M	Buy	53,089 +1,571	+3%	+$79.5K	0.67%	18
2025 Q2	$2.61M	Buy	51,518 +36,951	+254%	+$1.87M	0.65%	18
2025 Q1	$738K	Buy	+14,567	New	+$736K	0.2%	50
2024 Q3	–	Sell	-7,149	Closed	-$361K	–	124
2024 Q2	$361K	Buy	+7,149	New	+$360K	0.11%	66
2021 Q1	–	Sell	-346	Closed	-$17K	–	412
2020 Q4	$17K	Buy	+346	New	+$17.6K	0.02%	330

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 $445B AUM 25.58% 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 $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Safeguard Investment Advisory Group's JPST Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 15,383 shares — an estimated $778K sold.

Safeguard Investment Advisory Group first reported a position in JPST in Q4 2020 and held it in 6 quarters. The position peaked at $2.69M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 15,383 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $778K.
Safeguard Investment Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and held it in 6 quarters.
Safeguard Investment Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $2.69M in Q3 2025.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.