Howard Wealth Management
JPST icon

Howard Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Howard 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 		$3.71M Sell
73,653
-7,083
-9% -$357K 1.34% 27
2026
Q2 		$4.08M Sell
80,736
-8,122
-9% -$410K 1.51% 24
2026
Q1 		$4.5M Sell
88,858
-256
-0.3% -$13K 1.89% 12
2025
Q4 		$4.51M Sell
89,114
-9,027
-9% -$457K 1.97% 13
2025
Q3 		$4.98M Sell
98,141
-16,519
-14% -$836K 2.29% 10
2025
Q2 		$5.81M Buy
114,660
+55,905
+95% +$2.82M 2.94% 5
2025
Q1 		$2.97M Buy
+58,755
New +$2.97M 1.66% 16
2023
Q4 		– Sell
-4,268
Closed -$214K – 102
2023
Q3 		$214K Sell
4,268
-2,906
-41% -$146K 0.2% 88
2023
Q2 		$360K Sell
7,174
-18,574
-72% -$932K 0.31% 65
2023
Q1 		$1.3M Sell
25,748
-23,546
-48% -$1.18M 1.08% 23
2022
Q4 		$2.47M Sell
49,294
-45,313
-48% -$2.27M 2.03% 12
2022
Q3 		$4.74M Sell
94,607
-3,898
-4% -$195K 3.36% 6
2022
Q2 		$4.93M Sell
98,505
-33,897
-26% -$1.7M 5.23% 6
2022
Q1 		$6.66M Buy
132,402
+10,252
+8% +$516K 3.62% 5
2021
Q4 		$6.17M Buy
122,150
+58,245
+91% +$2.95M 3.25% 7
2021
Q3 		$3.24M Sell
63,905
-2,532
-4% -$128K 1.81% 14
2021
Q2 		$3.37M Sell
66,437
-2,437
-4% -$124K 1.85% 13
2021
Q1 		$3.5M Buy
68,874
+32,129
+87% +$1.63M 2.04% 12
2020
Q4 		$1.87M Buy
36,745
+395
+1% +$20.1K 1.16% 22
2020
Q3 		$1.85M Buy
36,350
+4,050
+13% +$206K 1.32% 20
2020
Q2 		$1.64M Buy
32,300
+17,300
+115% +$871K 1.34% 20
2020
Q1 		$745K Buy
+15,000
New +$754K 0.78% 36

Other funds holding JPST

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
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

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

Howard Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.8% in Q3 2026, selling an estimated $357K and leaving 73,653 shares worth $3.71M. The position accounts for 1.34% of the portfolio, ranked #27.

Howard Wealth Management first reported a position in JPST in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.66M in Q1 2022. 515 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Howard Wealth Management held 73,653 shares of JPMorgan Ultra-Short Income ETF worth $3.71M as of Q3 2026.
  • Howard Wealth Management sold 7,083 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $357K.
  • JPMorgan Ultra-Short Income ETF made up 1.34% of Howard Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Howard Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 22 quarters since.
  • Howard Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.66M in Q1 2022.
  • 515 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.