Sage Rhino Capital’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sage Rhino Capital’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	$2.49M	Sell	49,108 -5,707	-10%	-$289K	0.46%	49
2025 Q4	$2.77M	Sell	54,815 -856	-2%	-$43.4K	0.52%	44
2025 Q3	$2.82M	Buy	55,671 +2,092	+4%	+$106K	0.55%	43
2025 Q2	$2.72M	Sell	53,579 -9,791	-15%	-$495K	0.57%	42
2025 Q1	$3.21M	Sell	63,370 -10,826	-15%	-$547K	0.74%	35
2024 Q4	$3.74M	Sell	74,196 -5,241	-7%	-$265K	0.82%	35
2024 Q3	$4.03M	Sell	79,437 -1,626	-2%	-$82.2K	0.89%	32
2024 Q2	$4.09M	Sell	81,063 -10,756	-12%	-$542K	0.98%	32
2024 Q1	$4.63M	Buy	91,819 +5,510	+6%	+$277K	1.09%	29
2023 Q4	$4.34M	Buy	86,309 +6,011	+7%	+$302K	1.11%	29
2023 Q3	$4.03M	Buy	80,298 +32,484	+68%	+$1.63M	1.13%	28
2023 Q2	$2.4M	Buy	47,814 +16,534	+53%	+$830K	0.67%	37
2023 Q1	$1.57M	Buy	31,280 +16,731	+115%	+$841K	0.46%	50
2022 Q4	$729K	Buy	+14,549	New	+$729K	0.23%	86

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 Rhino Capital's JPST Position: Q1 2026 in Review

Sage Rhino Capital reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 10% in Q1 2026, selling an estimated $289K and leaving 49,108 shares worth $2.49M. The position accounts for 0.46% of the portfolio, ranked #49.

Sage Rhino Capital first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.63M in Q1 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Sage Rhino Capital held 49,108 shares of JPMorgan Ultra-Short Income ETF worth $2.49M as of Q1 2026.
Sage Rhino Capital sold 5,707 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $289K.
JPMorgan Ultra-Short Income ETF made up 0.46% of Sage Rhino Capital's portfolio in Q1 2026, its #49 holding.
Sage Rhino Capital first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
Sage Rhino Capital's JPMorgan Ultra-Short Income ETF position peaked at $4.63M in Q1 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.