Per Stirling Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Per Stirling Capital Management’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	$18.3M	Buy	361,601 +28,215	+8%	+$1.43M	2.02%	8
2025 Q4	$16.9M	Buy	333,386 +31,394	+10%	+$1.59M	1.89%	9
2025 Q3	$15.3M	Buy	301,992 +186,876	+162%	+$9.46M	1.83%	11
2025 Q2	$5.83M	Buy	115,116 +14,423	+14%	+$729K	0.76%	39
2025 Q1	$5.1M	Buy	100,693 +9,093	+10%	+$459K	0.73%	39
2024 Q4	$4.61M	Buy	91,600 +2,258	+3%	+$114K	0.65%	44
2024 Q3	$4.53M	Buy	89,342 +11,243	+14%	+$568K	0.63%	44
2024 Q2	$3.94M	Sell	78,099 -15,138	-16%	-$762K	0.63%	40
2024 Q1	$4.7M	Sell	93,237 -17,616	-16%	-$887K	0.79%	37
2023 Q4	$5.57M	Sell	110,853 -9,663	-8%	-$485K	1.02%	32
2023 Q3	$6.05M	Sell	120,516 -18,552	-13%	-$930K	1.26%	25
2023 Q2	$6.97M	Sell	139,068 -7,890	-5%	-$396K	1.42%	21
2023 Q1	$7.39M	Sell	146,958 -179,528	-55%	-$9.02M	1.59%	19
2022 Q4	$16.4M	Buy	+326,486	New	+$16.4M	2.98%	8

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

Per Stirling Capital Management's JPST Position: Q1 2026 in Review

Per Stirling Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.5% in Q1 2026, buying an estimated $1.43M and bringing the position to 361,601 shares worth $18.3M. The position accounts for 2.02% of the portfolio, ranked #8.

Per Stirling Capital Management first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Per Stirling Capital Management held 361,601 shares of JPMorgan Ultra-Short Income ETF worth $18.3M as of Q1 2026.
Per Stirling Capital Management bought 28,215 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.43M.
JPMorgan Ultra-Short Income ETF made up 2.02% of Per Stirling Capital Management's portfolio in Q1 2026, its #8 holding.
Per Stirling Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.