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

Sterling 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
2024 Q4	–	Sell	-6,178	Closed	-$313K	–	71
2024 Q3	$313K	Buy	+6,178	New	+$312K	0.13%	54
2024 Q2	–	Sell	-6,270	Closed	-$316K	–	68
2024 Q1	$316K	Buy	+6,270	New	+$316K	0.15%	51
2023 Q3	–	Sell	-15,827	Closed	-$794K	–	64
2023 Q2	$794K	Sell	15,827 -360,817	-96%	-$18.1M	0.53%	21
2023 Q1	$18.9M	Hold	376,644	–	–	14.48%	1
2022 Q4	$18.9M	Buy	+376,644	New	+$18.9M	14.48%	1

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sterling Financial Group's JPST Position: Q4 2024 in Review

Sterling Financial Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 6,178 shares — an estimated $313K sold.

Sterling Financial Group first reported a position in JPST in Q4 2022 and held it in 5 quarters. The position peaked at $18.9M in Q1 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Sterling Financial Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Sterling Financial Group sold 6,178 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $313K.
Sterling Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 5 quarters.
Sterling Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $18.9M in Q1 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.