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Berkshire Bank’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Berkshire Bank’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 		$19.3M Sell
380,948
-6,831
-2% -$345K 3.72% 6
2026
Q1 		$19.6M Sell
387,779
-31,387
-7% -$1.59M 4.02% 5
2025
Q4 		$21.2M Sell
419,166
-179,006
-30% -$9.07M 4.3% 5
2025
Q3 		$30.3M Buy
598,172
+32,016
+6% +$1.62M 6.53% 3
2025
Q2 		$28.7M Buy
566,156
+17,332
+3% +$875K 6.55% 3
2025
Q1 		$27.8M Buy
548,824
+7,990
+1% +$404K 6.77% 2
2024
Q4 		$27.2M Buy
540,834
+13,131
+2% +$663K 6.33% 2
2024
Q3 		$26.8M Buy
527,703
+14,167
+3% +$716K 6.28% 2
2024
Q2 		$25.9M Buy
513,536
+4,139
+0.8% +$208K 6.52% 2
2024
Q1 		$25.7M Buy
509,397
+172,043
+51% +$8.66M 6.38% 2
2023
Q4 		$16.9M Buy
337,354
+1,759
+0.5% +$88.3K 4.49% 6
2023
Q3 		$16.8M Sell
335,595
-5,741
-2% -$288K 4.85% 5
2023
Q2 		$17.1M Sell
341,336
-539
-0.2% -$27.1K 4.73% 6
2023
Q1 		$17.2M Sell
341,875
-17
-0% -$854 5.11% 3
2022
Q4 		$17.1M Sell
341,892
-23,251
-6% -$1.17M 5.24% 2
2022
Q3 		$18.3M Sell
365,143
-6,959
-2% -$349K 5.6% 2
2022
Q2 		$18.6M Sell
372,102
-16,265
-4% -$816K 5.43% 2
2022
Q1 		$19.5M Buy
388,367
+10,533
+3% +$531K 4.64% 4
2021
Q4 		$19.1M Buy
377,834
+53,671
+17% +$2.71M 4.23% 5
2021
Q3 		$16.4M Buy
324,163
+7,234
+2% +$367K 4.01% 6
2021
Q2 		$16.1M Sell
316,929
-121,733
-28% -$6.18M 3.88% 5
2021
Q1 		$22.3M Buy
438,662
+48,244
+12% +$2.45M 5.59% 3
2020
Q4 		$19.8M Buy
390,418
+126,790
+48% +$6.44M 4.94% 3
2020
Q3 		$13.4M Buy
+263,628
New +$13.4M 3.56% 7

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Berkshire Bank's JPST Position: Q2 2026 in Review

Berkshire Bank reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.8% in Q2 2026, selling an estimated $345K and leaving 380,948 shares worth $19.3M. The position accounts for 3.72% of the portfolio, ranked #6.

Berkshire Bank first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $30.3M in Q3 2025. 341 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Berkshire Bank held 380,948 shares of JPMorgan Ultra-Short Income ETF worth $19.3M as of Q2 2026.
  • Berkshire Bank sold 6,831 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $345K.
  • JPMorgan Ultra-Short Income ETF made up 3.72% of Berkshire Bank's portfolio in Q2 2026, its #6 holding.
  • Berkshire Bank first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's JPMorgan Ultra-Short Income ETF position peaked at $30.3M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.