SEC 13F Intelligence

Howard Wealth Management, LLC / JPST

Howard Wealth Management, LLC’s J P Morgan Exchange Traded F Position

Does Howard Wealth Management, LLC own J P Morgan Exchange Traded F (JPST)? Yes88.9K shares worth $4M (+1.89% of its 13F portfolio) as of Q1 2026, down from 89.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
88.9K
% of Portfolio
+1.89%
Quarters Held
20
currently held

Position History JPST

Reported value by quarter
Q1 ’20: $745,000Q1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $6MQ1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $2MQ1 ’23: $1MQ1 ’23Q2 ’23: $359,704Q3 ’23: $214,168Q1 ’25: $3MQ1 ’25Q2 ’25: $6MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.9K$4M+1.89%
Q4 202589.1K$5M+1.97%
Q3 202598.1K$5M+2.29%
Q2 2025114.7K$6M+2.94%
Q1 202558.8K$3M+1.66%
Q3 20234.3K$214,168+0.20%
Q2 20237.2K$359,704+0.31%
Q1 202325.7K$1M+1.08%
Q4 202249.3K$2M+2.03%
Q3 202294.6K$5M+3.36%
Q2 202298.5K$5M+5.23%
Q1 2022132.4K$7M+3.62%
Q4 2021122.2K$6M+3.25%
Q3 202163.9K$3M+1.81%
Q2 202166.4K$3M+1.85%
Q1 202168.9K$3M+2.04%
Q4 202036.7K$2M+1.16%
Q3 202036.4K$2M+1.32%
Q2 202032.3K$2M+1.34%
Q1 202015.0K$745,000+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of JPST.