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SageView Advisory Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

SageView Advisory 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 		– Sell
-765
Closed -$38.7K – 1550
2025
Q4 		$38.7K Buy
+765
New +$38.8K ﹤0.01% 1181
2024
Q2 		– Hold
0
– – – 146
2023
Q4 		– Sell
-20,450
Closed -$1.03M – 115
2023
Q3 		$1.03M Buy
20,450
+8,941
+78% +$448K 0.06% 208
2023
Q2 		$577K Buy
11,509
+7,128
+163% +$358K 0.03% 324
2023
Q1 		$220K Buy
+4,381
New +$220K 0.01% 436

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's JPST Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026, closing a stake of 765 shares — an estimated $38.7K sold.

SageView Advisory Group first reported a position in JPST in Q1 2023 and held it in 4 quarters. The position peaked at $1.03M in Q3 2023. 1,208 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • SageView Advisory Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 765 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $38.7K.
  • SageView Advisory Group first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and held it in 4 quarters.
  • SageView Advisory Group's JPMorgan Ultra-Short Income ETF position peaked at $1.03M in Q3 2023.
  • 1,208 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.