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Prospera Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prospera Financial Services’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 		$17.5M Sell
346,668
-1,049
-0.3% -$53K 0.25% 84
2026
Q1 		$17.6M Buy
347,717
+151,251
+77% +$7.66M 0.28% 70
2025
Q4 		$9.94M Buy
196,466
+60,548
+45% +$3.07M 0.16% 137
2025
Q3 		$6.9M Buy
135,918
+30,756
+29% +$1.56M 0.12% 192
2025
Q2 		$5.33M Buy
105,162
+51,976
+98% +$2.63M 0.1% 217
2025
Q1 		$2.69M Sell
53,186
-5,163
-9% -$261K 0.06% 320
2024
Q4 		$2.94M Sell
58,349
-23,948
-29% -$1.21M 0.07% 288
2024
Q3 		$4.18M Sell
82,297
-17,590
-18% -$889K 0.11% 211
2024
Q2 		$5.04M Buy
99,887
+17,078
+21% +$860K 0.14% 162
2024
Q1 		$4.18M Sell
82,809
-16,215
-16% -$816K 0.12% 176
2023
Q4 		$4.97M Buy
99,024
+67,423
+213% +$3.38M 0.16% 140
2023
Q3 		$1.59M Buy
31,601
+4,497
+17% +$225K 0.06% 310
2023
Q2 		$1.36M Sell
27,104
-1,895
-7% -$95.1K 0.05% 340
2023
Q1 		$1.46M Buy
28,999
+2,110
+8% +$106K 0.06% 323
2022
Q4 		$1.35M Sell
26,889
-19,373
-42% -$971K 0.07% 293
2022
Q3 		$2.32M Buy
46,262
+18,460
+66% +$925K 0.12% 208
2022
Q2 		$1.39M Buy
27,802
+7,453
+37% +$374K 0.07% 304
2022
Q1 		$1.02M Buy
20,349
+14,453
+245% +$728K 0.04% 419
2021
Q4 		$297K Buy
5,896
+1,539
+35% +$77.8K 0.01% 712
2021
Q3 		$221K Sell
4,357
-3,817
-47% -$194K 0.01% 739
2021
Q2 		$414K Sell
8,174
-1,481
-15% -$75.1K 0.02% 580
2021
Q1 		$490K Sell
9,655
-7,370
-43% -$374K 0.03% 494
2020
Q4 		$865K Buy
17,025
+15,512
+1,025% +$788K 0.06% 319
2020
Q3 		$77K Sell
1,513
-22,052
-94% -$1.12M 0.03% 486
2020
Q2 		$1.2M Sell
23,565
-52,925
-69% -$2.67M 0.11% 212
2020
Q1 		$3.8M Sell
76,490
-7,191
-9% -$362K 0.4% 45
2019
Q4 		$4.22M Sell
83,681
-5,160
-6% -$260K 0.33% 58
2019
Q3 		$4.48M Buy
88,841
+6,762
+8% +$341K 0.46% 28
2019
Q2 		$4.14M Buy
82,079
+5,623
+7% +$283K 0.46% 28
2019
Q1 		$3.85M Buy
76,456
+25,389
+50% +$1.28M 1.27% 11
2018
Q4 		$2.56M Buy
51,067
+38,934
+321% +$1.95M 0.52% 33
2018
Q3 		$609K Sell
12,133
-15,843
-57% -$795K 0.11% 186
2018
Q2 		$1.4M Sell
27,976
-538
-2% -$27K 0.19% 111
2018
Q1 		$1.43M Buy
+28,514
New +$1.43M 0.2% 111

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prospera Financial Services's JPST Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.3% in Q2 2026, selling an estimated $53K and leaving 346,668 shares worth $17.5M. The position accounts for 0.25% of the portfolio, ranked #84.

Prospera Financial Services first reported a position in JPST in Q1 2018 and has held it in 34 quarters since. The position peaked at $17.6M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Prospera Financial Services held 346,668 shares of JPMorgan Ultra-Short Income ETF worth $17.5M as of Q2 2026.
  • Prospera Financial Services sold 1,049 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $53K.
  • JPMorgan Ultra-Short Income ETF made up 0.25% of Prospera Financial Services's portfolio in Q2 2026, its #84 holding.
  • Prospera Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2018 and has held it in 34 quarters since.
  • Prospera Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $17.6M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.