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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
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

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

Prism Advisors's JPST Position: Q1 2026 in Review

Prism Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 97% in Q1 2026, selling an estimated $15.1M and leaving 8,227 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #59.

Prism Advisors first reported a position in JPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.5M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Prism Advisors held 8,227 shares of JPMorgan Ultra-Short Income ETF worth $416K as of Q1 2026.
  • Prism Advisors sold 298,875 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $15.1M.
  • JPMorgan Ultra-Short Income ETF made up 0.11% of Prism Advisors's portfolio in Q1 2026, its #59 holding.
  • Prism Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Prism Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.