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Sterling Investment Advisors (Pennsylvania)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.1M Sell
41,597
-4,500
-10% -$227K 0.35% 75
2026
Q1 		$2.33M Buy
46,097
+34,747
+306% +$1.76M 0.42% 68
2025
Q4 		$574K Hold
11,350
– – 0.11% 134
2025
Q3 		$576K Hold
11,350
– – 0.11% 123
2025
Q2 		$575K Sell
11,350
-1,094
-9% -$55.3K 0.13% 121
2025
Q1 		$630K Buy
12,444
+194
+2% +$9.8K 0.15% 108
2024
Q4 		$617K Sell
12,250
-800
-6% -$40.4K 0.15% 100
2024
Q3 		$662K Sell
13,050
-1,965
-13% -$99.3K 0.17% 93
2024
Q2 		$758K Sell
15,015
-850
-5% -$42.8K 0.2% 85
2024
Q1 		$800K Sell
15,865
-800
-5% -$40.3K 0.23% 87
2023
Q4 		$837K Sell
16,665
-300
-2% -$15.1K 0.26% 81
2023
Q3 		$851K Sell
16,965
-3,050
-15% -$153K 0.3% 78
2023
Q2 		$1M Sell
20,015
-4,176
-17% -$210K 0.33% 75
2023
Q1 		$1.22M Sell
24,191
-4,800
-17% -$241K 0.41% 68
2022
Q4 		$1.45M Sell
28,991
-19,200
-40% -$962K 0.52% 60
2022
Q3 		$2.42M Sell
48,191
-450
-0.9% -$22.6K 0.91% 36
2022
Q2 		$2.44M Sell
48,641
-119
-0.2% -$5.97K 0.84% 38
2022
Q1 		$2.45M Sell
48,760
-7,775
-14% -$392K 0.7% 52
2021
Q4 		$2.85M Sell
56,535
-20,175
-26% -$1.02M 0.8% 40
2021
Q3 		$3.89M Sell
76,710
-23,700
-24% -$1.2M 1.16% 21
2021
Q2 		$5.09M Sell
100,410
-18,254
-15% -$926K 1.49% 17
2021
Q1 		$6.02M Sell
118,664
-35,420
-23% -$1.8M 1.94% 8
2020
Q4 		$7.83M Sell
154,084
-2,046
-1% -$104K 2.66% 5
2020
Q3 		$7.93M Buy
156,130
+14,876
+11% +$756K 3.05% 4
2020
Q2 		$7.17M Buy
141,254
+4,491
+3% +$226K 2.97% 5
2020
Q1 		$6.79M Sell
136,763
-1,925
-1% -$96.8K 3.59% 4
2019
Q4 		$6.99M Sell
138,688
-5,050
-4% -$255K 3.21% 5
2019
Q3 		$7.25M Buy
143,738
+10,265
+8% +$518K 3.7% 3
2019
Q2 		$6.73M Sell
133,473
-15,142
-10% -$763K 3.44% 3
2019
Q1 		$7.47M Buy
148,615
+340
+0.2% +$17.1K 3.81% 2
2018
Q4 		$7.43M Buy
148,275
+2,180
+1% +$109K 4.38% 2
2018
Q3 		$7.33M Buy
146,095
+141,495
+3,076% +$7.1M 3.85% 2
2018
Q2 		$230K Buy
+4,600
New +$231K 0.14% 105

Other funds holding JPST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JPST Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.8% in Q2 2026, selling an estimated $227K and leaving 41,597 shares worth $2.1M. The position accounts for 0.35% of the portfolio, ranked #75.

Sterling Investment Advisors (Pennsylvania) first reported a position in JPST in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.93M in Q3 2020. 603 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 41,597 shares of JPMorgan Ultra-Short Income ETF worth $2.1M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 4,500 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $227K.
  • JPMorgan Ultra-Short Income ETF made up 0.35% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #75 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 33 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s JPMorgan Ultra-Short Income ETF position peaked at $7.93M in Q3 2020.
  • 603 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.