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Blom & Howell Financial Planning’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Blom & Howell Financial Planning’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 		$10.1M Buy
200,054
+46,142
+30% +$2.33M 8.43% 2
2026
Q1 		$7.79M Buy
153,912
+37,080
+32% +$1.88M 7.65% 3
2025
Q4 		$5.91M Buy
+116,832
New +$5.92M 5.87% 4

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blom & Howell Financial Planning's JPST Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 30% in Q2 2026, buying an estimated $2.33M and bringing the position to 200,054 shares worth $10.1M. The position accounts for 8.43% of the portfolio, ranked #2.

Blom & Howell Financial Planning first reported a position in JPST in Q4 2025 and has held it in 3 quarters since. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Blom & Howell Financial Planning held 200,054 shares of JPMorgan Ultra-Short Income ETF worth $10.1M as of Q2 2026.
  • Blom & Howell Financial Planning bought 46,142 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $2.33M.
  • JPMorgan Ultra-Short Income ETF made up 8.43% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Blom & Howell Financial Planning first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.