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Prime Capital Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prime Capital Investment 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
Q1 		$10.6M Sell
210,354
-36,203
-15% -$1.83M 0.12% 138
2025
Q4 		$12.5M Buy
246,557
+20,736
+9% +$1.05M 0.15% 113
2025
Q3 		$11.5M Sell
225,821
-15,791
-7% -$799K 0.14% 117
2025
Q2 		$12.2M Sell
241,612
-72,234
-23% -$3.65M 0.16% 103
2025
Q1 		$15.9M Buy
313,846
+99,147
+46% +$5.01M 0.19% 101
2024
Q4 		$10.8M Buy
214,699
+114,808
+115% +$5.8M 0.16% 107
2024
Q3 		$5.07M Sell
99,891
-18,276
-15% -$924K 0.07% 185
2024
Q2 		$5.96M Sell
118,167
-9,064
-7% -$456K 0.09% 162
2024
Q1 		$6.42M Sell
127,231
-51,795
-29% -$2.61M 0.09% 172
2023
Q4 		$8.99M Sell
179,026
-55,356
-24% -$2.78M 0.14% 135
2023
Q3 		$11.8M Sell
234,382
-24,823
-10% -$1.24M 0.24% 88
2023
Q2 		$13M Buy
259,205
+244,537
+1,667% +$12.3M 0.26% 84
2023
Q1 		$738K Sell
14,668
-109,012
-88% -$5.48M 0.03% 293
2022
Q4 		$6.2M Buy
123,680
+91,924
+289% +$4.61M 0.24% 90
2022
Q3 		$1.59M Sell
31,756
-7,304
-19% -$366K 0.09% 139
2022
Q2 		$1.96M Sell
39,060
-23,893
-38% -$1.2M 0.12% 130
2022
Q1 		$3.18M Sell
62,953
-34,425
-35% -$1.73M 0.18% 98
2021
Q4 		$4.92M Buy
97,378
+27,484
+39% +$1.39M 0.26% 81
2021
Q3 		$3.54M Sell
69,894
-58,042
-45% -$2.94M 0.22% 89
2021
Q2 		$6.49M Buy
127,936
+62,657
+96% +$3.18M 0.38% 45
2021
Q1 		$3.31M Sell
65,279
-16,607
-20% -$843K 0.24% 92
2020
Q4 		$4.16M Sell
81,886
-10,694
-12% -$543K 0.32% 56
2020
Q3 		$4.7M Sell
92,580
-9,678
-9% -$492K 0.4% 39
2020
Q2 		$5.19M Buy
102,258
+19,306
+23% +$972K 0.49% 38
2020
Q1 		$4.12M Sell
82,952
-7,930
-9% -$399K 0.49% 36
2019
Q4 		$4.58M Buy
+90,882
New +$4.59M 0.52% 34
2019
Q1 		– Sell
-1,886
Closed -$95K – 388
2018
Q4 		$95K Buy
+1,886
New +$94.7K 0.03% 136

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prime Capital Investment Advisors's JPST Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 15% in Q1 2026, selling an estimated $1.83M and leaving 210,354 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #138.

Prime Capital Investment Advisors first reported a position in JPST in Q4 2018 and has held it in 27 quarters since. The position peaked at $15.9M in Q1 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Prime Capital Investment Advisors held 210,354 shares of JPMorgan Ultra-Short Income ETF worth $10.6M as of Q1 2026.
  • Prime Capital Investment Advisors sold 36,203 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.83M.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #138 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2018 and has held it in 27 quarters since.
  • Prime Capital Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.9M in Q1 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.