Sage Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sage Financial 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	$2.4M	Buy	47,511 +6,181	+15%	+$313K	0.16%	40
2025 Q4	$2.09M	Sell	41,330 -6,902	-14%	-$350K	0.14%	41
2025 Q3	$2.45M	Buy	48,232 +3,524	+8%	+$178K	0.17%	38
2025 Q2	$2.27M	Buy	44,708 +1,386	+3%	+$70K	0.17%	38
2025 Q1	$2.19M	Buy	43,322 +2,297	+6%	+$116K	0.18%	38
2024 Q4	$2.07M	Buy	41,025 +4,507	+12%	+$228K	0.17%	40
2024 Q3	$1.85M	Buy	36,518 +5,112	+16%	+$258K	0.15%	45
2024 Q2	$1.59M	Sell	31,406 -1,529	-5%	-$77K	0.14%	46
2024 Q1	$1.66M	Sell	32,935 -6,272	-16%	-$316K	0.15%	43
2023 Q4	$1.97M	Sell	39,207 -2,732	-7%	-$137K	0.19%	39
2023 Q3	$2.1M	Sell	41,939 -1,407	-3%	-$70.5K	0.23%	35
2023 Q2	$2.17M	Sell	43,346 -2,024	-4%	-$102K	0.23%	34
2023 Q1	$2.28M	Buy	45,370 +11,088	+32%	+$557K	0.26%	33
2022 Q4	$1.72M	Sell	34,282 -6,120	-15%	-$307K	0.21%	37
2022 Q3	$2.03M	Buy	40,402 +12,100	+43%	+$607K	0.28%	31
2022 Q2	$1.42M	Sell	28,302 -25,153	-47%	-$1.26M	0.19%	35
2022 Q1	$2.69M	Buy	53,455 +1,038	+2%	+$52.3K	0.31%	32
2021 Q4	$2.65M	Sell	52,417 -12,695	-19%	-$642K	0.28%	35
2021 Q3	$3.3M	Buy	65,112 +6,164	+10%	+$313K	0.41%	30
2021 Q2	$2.99M	Buy	58,948 +1,416	+2%	+$71.8K	0.37%	32
2021 Q1	$2.92M	Buy	57,532 +4,906	+9%	+$249K	0.38%	32
2020 Q4	$2.67M	Sell	52,626 -152,639	-74%	-$7.75M	0.37%	32
2020 Q3	$10.4M	Buy	205,265 +13,701	+7%	+$696K	1.71%	12
2020 Q2	$9.72M	Sell	191,564 -996,316	-84%	-$50.2M	1.75%	12
2020 Q1	$59M	Buy	1,187,880 +47,179	+4%	+$2.37M	11.12%	2
2019 Q4	$57.5M	Buy	1,140,701 +37,500	+3%	+$1.89M	7.89%	3
2019 Q3	$55.6M	Buy	1,103,201 +13,947	+1%	+$704K	8.29%	3
2019 Q2	$54.9M	Buy	1,089,254 +16,175	+2%	+$815K	8.13%	3
2019 Q1	$54M	Buy	1,073,079 +33,796	+3%	+$1.7M	8.36%	2
2018 Q4	$52.1M	Buy	1,039,283 +756,383	+267%	+$38M	8.7%	2
2018 Q3	$14.2M	Buy	+282,900	New	+$14.2M	2.79%	7

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

Sage Financial Group's JPST Position: Q1 2026 in Review

Sage Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, buying an estimated $313K and bringing the position to 47,511 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #40.

Sage Financial Group first reported a position in JPST in Q3 2018 and has held it in 31 quarters since. The position peaked at $59M in Q1 2020. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Sage Financial Group held 47,511 shares of JPMorgan Ultra-Short Income ETF worth $2.4M as of Q1 2026.
Sage Financial Group bought 6,181 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $313K.
JPMorgan Ultra-Short Income ETF made up 0.16% of Sage Financial Group's portfolio in Q1 2026, its #40 holding.
Sage Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2018 and has held it in 31 quarters since.
Sage Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $59M in Q1 2020.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.