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

Prota 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
Q2 		– Sell
-4,637
Closed -$235K – 72
2026
Q1 		$235K Buy
4,637
+205
+5% +$10.4K 0.17% 59
2025
Q4 		$224K Buy
+4,432
New +$225K 0.16% 61

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S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

Prota Financial's JPST Position: Q2 2026 in Review

Prota Financial sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 4,637 shares — an estimated $235K sold.

Prota Financial first reported a position in JPST in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 391 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Prota Financial reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Prota Financial sold 4,637 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $235K.
  • Prota Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and held it in 2 quarters.
  • Prota Financial's JPMorgan Ultra-Short Income ETF position peaked at $235K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.