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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BKM Wealth Management's JPST Position: Q2 2026 in Review

BKM Wealth Management sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 4,113 shares — an estimated $208K sold.

BKM Wealth Management first reported a position in JPST in Q4 2023 and held it in 6 quarters. The position peaked at $874K in Q4 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

BKM Wealth Management reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 4,113 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $208K.
BKM Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and held it in 6 quarters.
BKM Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $874K in Q4 2023.
1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.