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 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	$4.75M	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

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 Wealth Management's JPST Position: Q2 2026 in Review

Howard Wealth Management reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.1% in Q2 2026, selling an estimated $410K and leaving 80,736 shares worth $4.08M. The position accounts for 1.51% of the portfolio, ranked #24.

Howard Wealth Management first reported a position in JPST in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.66M in Q1 2022. 486 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Howard Wealth Management held 80,736 shares of JPMorgan Ultra-Short Income ETF worth $4.08M as of Q2 2026.
Howard Wealth Management sold 8,122 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $410K.
JPMorgan Ultra-Short Income ETF made up 1.51% of Howard Wealth Management's portfolio in Q2 2026, its #24 holding.
Howard Wealth Management first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 21 quarters since.
Howard Wealth Management's JPMorgan Ultra-Short Income ETF position peaked at $6.66M in Q1 2022.
486 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.