Howard Financial Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Howard Financial Services’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	$7.6M	Sell	150,222 -70,390	-32%	-$3.56M	0.76%	29
2026 Q1	$11.2M	Buy	220,612 +45,959	+26%	+$2.33M	1.26%	22
2025 Q4	$8.84M	Buy	174,653 +111,780	+178%	+$5.66M	1.03%	25
2025 Q3	$3.19M	Buy	62,873 +3	+0%	+$152	0.39%	39
2025 Q2	$3.19M	Sell	62,870 -15,232	-20%	-$769K	0.42%	38
2025 Q1	$3.95M	Sell	78,102 -7,619	-9%	-$385K	0.54%	32
2024 Q4	$4.32M	Sell	85,721 -6,468	-7%	-$327K	0.59%	31
2024 Q3	$4.68M	Sell	92,189 -7,093	-7%	-$358K	0.68%	29
2024 Q2	$5.01M	Sell	99,282 -5,288	-5%	-$266K	0.82%	29
2024 Q1	$5.28M	Sell	104,570 -1,349	-1%	-$67.9K	0.91%	25
2023 Q4	$5.32M	Sell	105,919 -13,561	-11%	-$680K	1.03%	23
2023 Q3	$6M	Sell	119,480 -9,619	-7%	-$482K	1.37%	19
2023 Q2	$6.47M	Buy	129,099 +322	+0.3%	+$16.2K	1.54%	18
2023 Q1	$6.48M	Buy	128,777 +1,726	+1%	+$86.7K	1.58%	19
2022 Q4	$6.37M	Buy	127,051 +8,270	+7%	+$415K	1.67%	18
2022 Q3	$5.96M	Buy	118,781 +65,191	+122%	+$3.27M	1.93%	11
2022 Q2	$2.68M	Sell	53,590 -18,093	-25%	-$908K	0.91%	16
2022 Q1	$3.6M	Sell	71,683 -235,978	-77%	-$11.9M	1.07%	14
2021 Q4	$15.5M	Buy	307,661 +297,715	+2,993%	+$15.1M	4.66%	5
2021 Q3	$504K	Buy	+9,946	New	+$504K	0.19%	52
2021 Q2	–	Sell	-5,895	Closed	-$299K	–	130
2021 Q1	$299K	Sell	5,895 -722	-11%	-$36.7K	0.13%	92
2020 Q4	$336K	Sell	6,617 -7,078	-52%	-$359K	0.18%	67
2020 Q3	$696K	Buy	+13,695	New	+$696K	0.45%	34

Other funds holding JPST

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Howard Financial Services's JPST Position: Q2 2026 in Review

Howard Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 32% in Q2 2026, selling an estimated $3.56M and leaving 150,222 shares worth $7.6M. The position accounts for 0.76% of the portfolio, ranked #29.

Howard Financial Services first reported a position in JPST in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q4 2021. 498 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Howard Financial Services held 150,222 shares of JPMorgan Ultra-Short Income ETF worth $7.6M as of Q2 2026.
Howard Financial Services sold 70,390 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.56M.
JPMorgan Ultra-Short Income ETF made up 0.76% of Howard Financial Services's portfolio in Q2 2026, its #29 holding.
Howard Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 23 quarters since.
Howard Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q4 2021.
498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.