Prosperitas Financial
JPST icon

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

Prosperitas Financial’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 		$9.6M Sell
191,364
-2,973
-2% -$150K 2.91% 14
2026
Q2 		$9.8M Sell
194,337
-3,389
-2% -$171K 3.15% 13
2026
Q1 		$10M Buy
197,726
+160,680
+434% +$8.14M 3.73% 9
2025
Q4 		$1.87M Buy
+37,046
New +$1.88M 0.73% 34

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Prosperitas Financial's JPST Position: Q3 2026 in Review

Prosperitas Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.5% in Q3 2026, selling an estimated $150K and leaving 191,364 shares worth $9.6M. The position accounts for 2.91% of the portfolio, ranked #14.

Prosperitas Financial first reported a position in JPST in Q4 2025 and has held it in 4 quarters since. The position peaked at $10M in Q1 2026. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Prosperitas Financial held 191,364 shares of JPMorgan Ultra-Short Income ETF worth $9.6M as of Q3 2026.
  • Prosperitas Financial sold 2,973 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $150K.
  • JPMorgan Ultra-Short Income ETF made up 2.91% of Prosperitas Financial's portfolio in Q3 2026, its #14 holding.
  • Prosperitas Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Prosperitas Financial's JPMorgan Ultra-Short Income ETF position peaked at $10M in Q1 2026.
  • 904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.