Prosperity Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Prosperity Wealth Management’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
2024 Q4	–	Sell	-5,754	Closed	-$292K	–	224
2024 Q3	$292K	Sell	5,754 -4,702	-45%	-$238K	0.12%	136
2024 Q2	$528K	Sell	10,456 -10,030	-49%	-$505K	0.26%	82
2024 Q1	$1.03M	Sell	20,486 -4,969	-20%	-$250K	0.49%	36
2023 Q4	$1.28M	Sell	25,455 -23,385	-48%	-$1.17M	0.83%	22
2023 Q3	$2.45M	Sell	48,840 -3,742	-7%	-$187K	1.58%	12
2023 Q2	$2.64M	Sell	52,582 -15,209	-22%	-$763K	1.71%	9
2023 Q1	$3.41M	Buy	67,791 +50,424	+290%	+$2.53M	2.7%	9
2022 Q4	$871K	Buy	+17,367	New	+$871K	0.82%	32

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Prosperity Wealth Management's JPST Position: Q4 2024 in Review

Prosperity Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2024, closing a stake of 5,754 shares — an estimated $292K sold.

Prosperity Wealth Management first reported a position in JPST in Q4 2022 and held it in 8 quarters. The position peaked at $3.41M in Q1 2023. 1,075 funds tracked by Wall St. Rank hold JPST as of Q4 2024.

Prosperity Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Wealth Management sold 5,754 JPMorgan Ultra-Short Income ETF shares in Q4 2024, an estimated $292K.
Prosperity Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and held it in 8 quarters.
Prosperity Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $3.41M in Q1 2023.
1,075 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.