Prism Advisors
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Prism Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prism 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
Q3 		$311K Buy
+6,188
New +$312K 0.08% 66
2026
Q2 		– Sell
-8,227
Closed -$416K – 78
2026
Q1 		$416K Sell
8,227
-298,875
-97% -$15.1M 0.11% 59
2025
Q4 		$15.5M Buy
307,102
+28,613
+10% +$1.45M 4.14% 9
2025
Q3 		$14.1M Buy
278,489
+13,005
+5% +$658K 3.82% 9
2025
Q2 		$13.5M Sell
265,484
-11,205
-4% -$566K 3.83% 9
2025
Q1 		$14M Sell
276,689
-418
-0.2% -$21.1K 4.31% 8
2024
Q4 		$14M Buy
277,107
+4,620
+2% +$233K 4.18% 8
2024
Q3 		$13.8M Buy
272,487
+16,987
+7% +$858K 3.95% 9
2024
Q2 		$12.9M Buy
255,500
+8,194
+3% +$413K 3.91% 8
2024
Q1 		$12.5M Buy
247,306
+30,352
+14% +$1.53M 3.75% 11
2023
Q4 		$10.9M Sell
216,954
-26,836
-11% -$1.35M 3.51% 12
2023
Q3 		$12.2M Buy
243,790
+7,394
+3% +$370K 4.28% 10
2023
Q2 		$11.9M Sell
236,396
-19,790
-8% -$993K 3.99% 12
2023
Q1 		$12.9M Buy
256,186
+8,433
+3% +$424K 4.47% 9
2022
Q4 		$12.4M Buy
247,753
+8,042
+3% +$403K 4.55% 9
2022
Q3 		$12M Sell
239,711
-6,140
-2% -$308K 4.85% 8
2022
Q2 		$12.3M Sell
245,851
-11,459
-4% -$575K 4.67% 9
2022
Q1 		$12.9M Buy
257,310
+16,739
+7% +$843K 4.33% 10
2021
Q4 		$12.1M Buy
240,571
+11,541
+5% +$584K 3.97% 11
2021
Q3 		$11.6M Buy
229,030
+1,673
+0.7% +$84.9K 4.14% 11
2021
Q2 		$11.5M Sell
227,357
-270
-0.1% -$13.7K 4.01% 11
2021
Q1 		$11.6M Buy
227,627
+222,177
+4,077% +$11.3M 4.17% 11
2020
Q4 		$277K Buy
+5,450
New +$277K 0.1% 42

Other funds holding JPST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Prism Advisors's JPST Position: Q3 2026 in Review

Prism Advisors opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 6,188 shares worth $311K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings. This is a return to the name: Prism Advisors previously reported a position in JPST as recently as Q1 2026.

Prism Advisors first reported a position in JPST in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q4 2025. 348 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Prism Advisors held 6,188 shares of JPMorgan Ultra-Short Income ETF worth $311K as of Q3 2026.
  • JPMorgan Ultra-Short Income ETF was a new Prism Advisors position in Q3 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.08% of Prism Advisors's portfolio in Q3 2026, its #66 holding.
  • Prism Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Prism Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.