Prevail Innovative Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-86,082	Closed	-$4.36M	–	224
2026 Q1	$4.36M	Buy	86,082 +42,095	+96%	+$2.13M	0.73%	57
2025 Q4	$2.23M	Buy	43,987 +12,005	+38%	+$608K	0.4%	87
2025 Q3	$1.62M	Buy	31,982 +11,730	+58%	+$594K	0.32%	116
2025 Q2	$1.03M	Buy	20,252 +4,643	+30%	+$235K	0.23%	128
2025 Q1	$790K	Buy	15,609 +5,611	+56%	+$283K	0.21%	122
2024 Q4	$504K	Buy	9,998 +2,980	+42%	+$151K	0.15%	126
2024 Q3	$356K	Buy	+7,018	New	+$355K	0.11%	132

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

Prevail Innovative Wealth Advisors's JPST Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 86,082 shares — an estimated $4.36M sold.

Prevail Innovative Wealth Advisors first reported a position in JPST in Q3 2024 and held it in 7 quarters. The position peaked at $4.36M in Q1 2026. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 86,082 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.36M.
Prevail Innovative Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $4.36M in Q1 2026.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.