Howard Financial Services
JPST icon

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
Q3 		$7.46M Sell
148,088
-812
-0.5% -$41K 0.78% 27
2026
Q2 		$7.53M Sell
148,900
-71,712
-33% -$3.62M 0.81% 27
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Howard Financial Services's JPST Position: Q3 2026 in Review

Howard Financial Services reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.55% in Q3 2026, selling an estimated $41K and leaving 148,088 shares worth $7.46M. The position accounts for 0.78% of the portfolio, ranked #27.

Howard Financial Services first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q4 2021. 842 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Howard Financial Services held 148,088 shares of JPMorgan Ultra-Short Income ETF worth $7.46M as of Q3 2026.
  • Howard Financial Services sold 812 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $41K.
  • JPMorgan Ultra-Short Income ETF made up 0.78% of Howard Financial Services's portfolio in Q3 2026, its #27 holding.
  • Howard Financial Services first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • Howard Financial Services's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.