BKM Wealth Management
JPST icon

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
Q3 		$276K Buy
+5,476
New +$276K 0.09% 138
2026
Q2 		– Sell
-4,113
Closed -$208K – 154
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

BKM Wealth Management's JPST Position: Q3 2026 in Review

BKM Wealth Management opened a new position in JPMorgan Ultra-Short Income ETF (JPST) in Q3 2026: 5,476 shares worth $276K. The stake represents 0.09% of the portfolio and ranks #138 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in JPST as recently as Q1 2026.

BKM Wealth Management first reported a position in JPST in Q4 2023 and has held it in 7 quarters since. The position peaked at $874K in Q4 2023. 420 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • BKM Wealth Management held 5,476 shares of JPMorgan Ultra-Short Income ETF worth $276K as of Q3 2026.
  • JPMorgan Ultra-Short Income ETF was a new BKM Wealth Management position in Q3 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.09% of BKM Wealth Management's portfolio in Q3 2026, its #138 holding.
  • BKM Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 7 quarters since.
  • BKM Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $874K in Q4 2023.
  • 420 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.