Sage Mountain Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sage Mountain Advisors’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	$51	Buy	+1	New	+$51	﹤0.01%	303
2025 Q2	–	Sell	-1,891	Closed	-$95.7K	–	529
2025 Q1	$95.7K	Hold	1,891	–	–	0.01%	417
2024 Q4	$95.3K	Sell	1,891 -1,967	-51%	-$99.3K	0.01%	416
2024 Q3	$196K	Buy	3,858 +1,967	+104%	+$99.4K	0.02%	386
2024 Q2	$95.4K	Hold	1,891	–	–	0.01%	371
2024 Q1	$95.4K	Hold	1,891	–	–	0.01%	349
2023 Q4	$95K	Sell	1,891 -6,458	-77%	-$324K	0.01%	293
2023 Q3	$419K	Sell	8,349 -1,216	-13%	-$60.9K	0.06%	136
2023 Q2	$480K	Buy	9,565 +1,216	+15%	+$61K	0.07%	117
2023 Q1	$420K	Hold	8,349	–	–	0.07%	122
2022 Q4	$419K	Sell	8,349 -999	-11%	-$50.1K	0.1%	81
2022 Q3	$469K	Buy	+9,348	New	+$469K	0.12%	74

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Mountain Advisors's JPST Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026: 1 share worth $51. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in JPST as recently as Q1 2025.

Sage Mountain Advisors first reported a position in JPST in Q3 2022 and has held it in 12 quarters since. The position peaked at $480K in Q2 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sage Mountain Advisors held 1 share of JPMorgan Ultra-Short Income ETF worth $51 as of Q2 2026.
JPMorgan Ultra-Short Income ETF was a new Sage Mountain Advisors position in Q2 2026.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #303 holding.
Sage Mountain Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2022 and has held it in 12 quarters since.
Sage Mountain Advisors's JPMorgan Ultra-Short Income ETF position peaked at $480K in Q2 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.