ELEVATUS WELATH MANAGEMENT JPST holdings history
JPMORGAN ULTRA-SHORT INCOME · CUSIP 46641Q837 · CIK 1982776
As of 2026-06-30, ELEVATUS WELATH MANAGEMENT reported 259.00K JPST (shares), valued at $13.10M, or 3.19% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 263.94%; reported value increased 263.65%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.19% | 259,004 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.89% | 71,167 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 1.10% | 79,461 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 3.63% | 247,991 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 4.01% | 237,503 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 9.58% | 333,927 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.82% | 47,801 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.43% | 25,977 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.46% | 183,349 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.08% | 4,199 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 0.10% | 4,188 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 0.19% | 4,177 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.19% | 4,177 | $209.60K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.10% | 4,188 | $210.34K | Shares increased 0.26%; reported value increased 0.36%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.08% | 4,199 | $211.82K | Shares increased 0.26%; reported value increased 0.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 3.46% | 183,349 | $9.25M | Shares increased 4266.49%; reported value increased 4268.63%, and weight changed +3.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.43% | 25,977 | $1.32M | Shares decreased 85.83%; reported value decreased 85.76%, and weight changed -3.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.82% | 47,801 | $2.41M | Shares increased 84.01%; reported value increased 82.67%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 9.58% | 333,927 | $16.91M | Shares increased 598.58%; reported value increased 602.18%, and weight changed +8.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 4.01% | 237,503 | $12.04M | Shares decreased 28.88%; reported value decreased 28.81%, and weight changed -5.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.63% | 247,991 | $12.58M | Shares increased 4.42%; reported value increased 4.52%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.10% | 79,461 | $4.02M | Shares decreased 67.96%; reported value decreased 68.05%, and weight changed -2.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 1.89% | 71,167 | $3.60M | Shares decreased 10.44%; reported value decreased 10.40%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 3.19% | 259,004 | $13.10M | Shares increased 263.94%; reported value increased 263.65%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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