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Prosperity Consulting Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prosperity Consulting Group’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 		$10.4M Sell
205,153
-15,598
-7% -$788K 0.39% 51
2026
Q1 		$11.2M Sell
220,751
-35,144
-14% -$1.78M 0.5% 34
2025
Q4 		$12.9M Sell
255,895
-15,981
-6% -$810K 0.58% 32
2025
Q3 		$13.8M Sell
271,876
-14,779
-5% -$748K 0.68% 30
2025
Q2 		$14.5M Buy
286,655
+14,627
+5% +$739K 1.06% 16
2025
Q1 		$13.8M Sell
272,028
-5,903
-2% -$298K 1.06% 18
2024
Q4 		$14M Buy
277,931
+39,837
+17% +$2.01M 1.05% 16
2024
Q3 		$12.1M Buy
238,094
+231,197
+3,352% +$11.7M 0.94% 17
2024
Q2 		$348K Sell
6,897
-6,495
-48% -$327K 0.05% 235
2024
Q1 		$676K Buy
13,392
+1,191
+10% +$60K 0.08% 155
2023
Q4 		$613K Sell
12,201
-89,892
-88% -$4.51M 0.21% 92
2023
Q3 		$5.12M Sell
102,093
-6,977
-6% -$350K 2.35% 11
2023
Q2 		$5.47M Sell
109,070
-14,244
-12% -$715K 3.36% 7
2023
Q1 		$6.21M Sell
123,314
-19,795
-14% -$995K 3.92% 4
2022
Q4 		$7.17M Sell
143,109
-1,206
-0.8% -$60.5K 4.78% 3
2022
Q3 		$7.24M Buy
144,315
+15,332
+12% +$769K 5.94% 2
2022
Q2 		$6.46M Sell
128,983
-846
-0.7% -$42.4K 5.6% 3
2022
Q1 		$6.53M Buy
129,829
+4,044
+3% +$204K 4.85% 3
2021
Q4 		$6.34M Buy
+125,785
New +$6.36M 4.76% 3

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

Prosperity Consulting Group's JPST Position: Q2 2026 in Review

Prosperity Consulting Group reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 7.1% in Q2 2026, selling an estimated $788K and leaving 205,153 shares worth $10.4M. The position accounts for 0.39% of the portfolio, ranked #51.

Prosperity Consulting Group first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q2 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Prosperity Consulting Group held 205,153 shares of JPMorgan Ultra-Short Income ETF worth $10.4M as of Q2 2026.
  • Prosperity Consulting Group sold 15,598 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $788K.
  • JPMorgan Ultra-Short Income ETF made up 0.39% of Prosperity Consulting Group's portfolio in Q2 2026, its #51 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's JPMorgan Ultra-Short Income ETF position peaked at $14.5M in Q2 2025.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.