Sterling Investment Counsel’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Sterling Investment Counsel’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	$525K	Sell	10,386 -3,911	-27%	-$198K	0.12%	100
2026 Q1	$724K	Buy	14,297 +1,920	+16%	+$97.2K	0.2%	76
2025 Q4	$626K	Sell	12,377 -9,413	-43%	-$477K	0.18%	85
2025 Q3	$1.11M	Buy	+21,790	New	+$1.1M	0.35%	50
2022 Q3	–	Sell	-4,108	Closed	-$204K	–	147
2022 Q2	$204K	Buy	+4,108	New	+$206K	0.16%	138

Other funds holding JPST

HWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sterling Investment Counsel's JPST Position: Q2 2026 in Review

Sterling Investment Counsel reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 27% in Q2 2026, selling an estimated $198K and leaving 10,386 shares worth $525K. The position accounts for 0.12% of the portfolio, ranked #100.

Sterling Investment Counsel first reported a position in JPST in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Sterling Investment Counsel held 10,386 shares of JPMorgan Ultra-Short Income ETF worth $525K as of Q2 2026.
Sterling Investment Counsel sold 3,911 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $198K.
JPMorgan Ultra-Short Income ETF made up 0.12% of Sterling Investment Counsel's portfolio in Q2 2026, its #100 holding.
Sterling Investment Counsel first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2022 and has held it in 5 quarters since.
Sterling Investment Counsel's JPMorgan Ultra-Short Income ETF position peaked at $1.11M in Q3 2025.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.