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 Q3	$207K	Buy	+4,127	New	+$208K	0.13%	65
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

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Prota Financial's JPST Position: Q3 2026 in Review

Prota Financial opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 4,127 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #65 among its holdings. This is a return to the name: Prota Financial previously reported a position in JPST as recently as Q1 2026.

Prota Financial first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2026. 385 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

Prota Financial held 4,127 shares of JPMorgan Ultra-Short Income ETF worth $207K as of Q3 2026.
JPMorgan Ultra-Short Income ETF was a new Prota Financial position in Q3 2026.
JPMorgan Ultra-Short Income ETF made up 0.13% of Prota Financial's portfolio in Q3 2026, its #65 holding.
Prota Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Prota Financial's JPMorgan Ultra-Short Income ETF position peaked at $235K in Q1 2026.
385 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.