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

BKM 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
2026 Q1	$208K	Buy	+4,113	New	+$208K	0.08%	143
2025 Q4	–	Sell	-3,874	Closed	-$197K	–	152
2025 Q3	$197K	Buy	+3,874	New	+$196K	0.07%	153
2024 Q4	–	Sell	-8,044	Closed	-$408K	–	163
2024 Q3	$408K	Buy	8,044 +459	+6%	+$23.2K	0.17%	122
2024 Q2	$383K	Sell	7,585 -34	-0.4%	-$1.71K	0.18%	119
2024 Q1	$384K	Sell	7,619 -9,790	-56%	-$493K	0.17%	121
2023 Q4	$874K	Buy	+17,409	New	+$874K	0.37%	72

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BKM Wealth Management's JPST Position: Q1 2026 in Review

BKM Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q1 2026: 4,113 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #143 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in JPST as recently as Q3 2025.

BKM Wealth Management first reported a position in JPST in Q4 2023 and has held it in 6 quarters since. The position peaked at $874K in Q4 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

BKM Wealth Management held 4,113 shares of JPMorgan Ultra-Short Income ETF worth $208K as of Q1 2026.
JPMorgan Ultra-Short Income ETF was a new BKM Wealth Management position in Q1 2026.
JPMorgan Ultra-Short Income ETF made up 0.08% of BKM Wealth Management's portfolio in Q1 2026, its #143 holding.
BKM Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 6 quarters since.
BKM Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $874K in Q4 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.