SEC 13F Intelligence

Gradient Capital Advisors, LLC / JPST

Gradient Capital Advisors, LLC’s J P Morgan Exchange Traded F Position

Does Gradient Capital Advisors, LLC own J P Morgan Exchange Traded F (JPST)? Yes108.7K shares worth $5M (+1.27% of its 13F portfolio) as of Q2 2026, up from 104.3K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
108.7K
% of Portfolio
+1.27%
Quarters Held
31
currently held

Position History JPST

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $7MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $13MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5MQ2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026108.7K$5M+1.27%
Q1 2026104.3K$5M+1.37%
Q4 2025111.3K$6M+1.45%
Q3 2025126.3K$6M+1.72%
Q2 2025123.6K$6M+1.85%
Q1 2025124.4K$6M+2.06%
Q4 2024133.6K$7M+2.17%
Q3 2024132.0K$7M+2.22%
Q2 2024131.9K$7M+2.38%
Q1 2024133.4K$7M+2.47%
Q4 2023136.2K$7M+2.61%
Q3 2023140.8K$7M+2.95%
Q2 2023148.9K$7M+2.99%
Q1 2023152.3K$8M+3.26%
Q4 2022150.0K$8M+3.42%
Q3 2022154.6K$8M+3.70%
Q2 2022160.6K$8M+3.86%
Q1 2022218.8K$11M+4.66%
Q4 2021257.8K$13M+5.42%
Q3 2021251.9K$13M+5.86%
Q2 2021260.8K$13M+6.20%
Q1 2021258.9K$13M+6.96%
Q4 2020225.3K$11M+6.53%
Q3 2020198.5K$10M+6.30%
Q2 2020132.5K$7M+4.54%
Q1 202076.3K$4M+3.06%
Q4 201967.5K$3M+2.37%
Q3 201942.0K$2M+1.58%
Q2 201939.9K$2M+1.54%
Q1 201943.7K$2M+1.75%
Q4 201840.5K$2M+1.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of JPST.