Sage Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sage Advisory Services’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	$2.84M	Buy	56,161 +4,202	+8%	+$212K	1.4%	23
2026 Q1	$2.63M	Buy	51,959 +1,019	+2%	+$51.6K	1.44%	21
2025 Q4	$2.58M	Sell	50,940 -3,755	-7%	-$190K	1.4%	23
2025 Q3	$2.77M	Buy	54,695 +5,370	+11%	+$272K	1.46%	23
2025 Q2	$2.5M	Sell	49,325 -135	-0.3%	-$6.82K	1.36%	22
2025 Q1	$2.5M	Sell	49,460 -137,691	-74%	-$6.96M	1.47%	21
2024 Q4	$9.43M	Buy	187,151 +4,401	+2%	+$222K	5.59%	6
2024 Q3	$9.22M	Hold	182,750	–	–	2.59%	14
2024 Q2	$9.22M	Sell	182,750 -2,372	-1%	-$119K	2.59%	14
2024 Q1	$9.34M	Sell	185,122 -121,750	-40%	-$6.13M	2.55%	14
2023 Q4	$15.4M	Sell	306,872 -30,372	-9%	-$1.52M	4.13%	7
2023 Q3	$16.9M	Buy	337,244 +97,312	+41%	+$4.88M	4.73%	5
2023 Q2	$12M	Sell	239,932 -29	-0%	-$1.46K	3.51%	9
2023 Q1	$12.1M	Sell	239,961 -27,339	-10%	-$1.37M	3.43%	10
2022 Q4	$13.4M	Buy	267,300 +5,348	+2%	+$268K	3.92%	9
2022 Q3	$13.1M	Buy	261,952 +12,573	+5%	+$630K	4.09%	11
2022 Q2	$12.5M	Sell	249,379 -47,478	-16%	-$2.38M	3.57%	10
2022 Q1	$14.9M	Buy	296,857 +24,114	+9%	+$1.21M	3.76%	10
2021 Q4	$13.8M	Sell	272,743 -33,500	-11%	-$1.69M	3.42%	12
2021 Q3	$15.5M	Buy	306,243 +70,836	+30%	+$3.59M	4.04%	8
2021 Q2	$11.9M	Buy	235,407 +1,599	+0.7%	+$81.1K	3.27%	9
2021 Q1	$11.9M	Sell	233,808 -35,817	-13%	-$1.82M	2.89%	15
2020 Q4	$13.7M	Buy	269,625 +136,723	+103%	+$6.94M	3.61%	9
2020 Q3	$6.75M	Buy	132,902 +31,680	+31%	+$1.61M	2.22%	18
2020 Q2	$5.13M	Buy	101,222 +4,420	+5%	+$223K	1.62%	21
2020 Q1	$4.81M	Sell	96,802 -38,128	-28%	-$1.92M	1.85%	18
2019 Q4	$6.8M	Sell	134,930 -5,910	-4%	-$298K	2.16%	17
2019 Q3	$7.1M	Sell	140,840 -183,398	-57%	-$9.25M	2.33%	16
2019 Q2	$16.3M	Buy	324,238 +266,403	+461%	+$13.4M	4.79%	7
2019 Q1	$2.91M	Buy	+57,835	New	+$2.91M	0.28%	32

Other funds holding JPST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sage Advisory Services's JPST Position: Q2 2026 in Review

Sage Advisory Services increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.1% in Q2 2026, buying an estimated $212K and bringing the position to 56,161 shares worth $2.84M. The position accounts for 1.4% of the portfolio, ranked #23.

Sage Advisory Services first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.9M in Q3 2023. 600 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sage Advisory Services held 56,161 shares of JPMorgan Ultra-Short Income ETF worth $2.84M as of Q2 2026.
Sage Advisory Services bought 4,202 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $212K.
JPMorgan Ultra-Short Income ETF made up 1.4% of Sage Advisory Services's portfolio in Q2 2026, its #23 holding.
Sage Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
Sage Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $16.9M in Q3 2023.
600 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.