First Foundation Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

First Foundation Advisors’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 Q1	$2.22M	Sell	43,817 -836	-2%	-$42.3K	0.09%	138
2025 Q4	$2.26M	Sell	44,653 -611	-1%	-$31K	0.09%	130
2025 Q3	$2.3M	Sell	45,264 -1,769	-4%	-$89.6K	0.08%	136
2025 Q2	$2.38M	Sell	47,033 -348	-0.7%	-$17.6K	0.09%	128
2025 Q1	$2.4M	Sell	47,381 -649	-1%	-$32.8K	0.1%	114
2024 Q4	$2.42M	Buy	48,030 +35,316	+278%	+$1.78M	0.09%	114
2024 Q3	$645K	Sell	12,714 -12,292	-49%	-$621K	0.02%	210
2024 Q2	$1.26M	Sell	25,006 -12,798	-34%	-$644K	0.05%	149
2024 Q1	$1.91M	Buy	37,804 +18,355	+94%	+$924K	0.08%	121
2023 Q4	$977K	Sell	19,449 -31,450	-62%	-$1.58M	0.04%	174
2023 Q3	$2.55M	Sell	50,899 -34,322	-40%	-$1.72M	0.12%	107
2023 Q2	$4.27M	Sell	85,221 -119,107	-58%	-$5.98M	0.18%	84
2023 Q1	$10.3M	Sell	204,328 -220,508	-52%	-$11.1M	0.47%	55
2022 Q4	$21.3M	Sell	424,836 -100,065	-19%	-$5.02M	1.02%	26
2022 Q3	$26.3M	Sell	524,901 -435,593	-45%	-$21.8M	1.29%	18
2022 Q2	$48.1M	Sell	960,494 -6,932	-0.7%	-$348K	2.13%	10
2022 Q1	$48.6M	Buy	967,426 +97,168	+11%	+$4.89M	1.76%	12
2021 Q4	$43.9M	Sell	870,258 -140,326	-14%	-$7.1M	1.51%	14
2021 Q3	$51.3M	Buy	1,010,584 +100,858	+11%	+$5.12M	1.91%	13
2021 Q2	$46.2M	Buy	909,726 +52,542	+6%	+$2.67M	1.78%	11
2021 Q1	$43.5M	Sell	857,184 -140,518	-14%	-$7.14M	1.87%	11
2020 Q4	$50.7M	Buy	997,702 +35,294	+4%	+$1.79M	2.25%	10
2020 Q3	$48.9M	Buy	962,408 +458,463	+91%	+$23.3M	2.27%	7
2020 Q2	$25.6M	Buy	503,945 +482,795	+2,283%	+$24.3M	1.32%	13
2020 Q1	$1.05M	Buy	+21,150	New	+$1.06M	0.06%	163

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Foundation Advisors's JPST Position: Q1 2026 in Review

First Foundation Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 1.9% in Q1 2026, selling an estimated $42.3K and leaving 43,817 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #138.

First Foundation Advisors first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.3M in Q3 2021. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

First Foundation Advisors held 43,817 shares of JPMorgan Ultra-Short Income ETF worth $2.22M as of Q1 2026.
First Foundation Advisors sold 836 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $42.3K.
JPMorgan Ultra-Short Income ETF made up 0.09% of First Foundation Advisors's portfolio in Q1 2026, its #138 holding.
First Foundation Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
First Foundation Advisors's JPMorgan Ultra-Short Income ETF position peaked at $51.3M in Q3 2021.
1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.