Foster Dykema Cabot & Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Foster Dykema Cabot & Partners’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	$241M	Sell	4,759,095 -125,385	-3%	-$6.35M	15.32%	2
2025 Q4	$248M	Buy	4,884,480 +1,016,542	+26%	+$51.5M	15.24%	2
2025 Q3	$196M	Buy	3,867,938 +53,096	+1%	+$2.69M	12.87%	2
2025 Q2	$193M	Buy	3,814,842 +1,132,264	+42%	+$57.2M	13.6%	2
2025 Q1	$136M	Buy	2,682,578 +199,486	+8%	+$10.1M	10.9%	2
2024 Q4	$126M	Buy	2,483,092 +120,527	+5%	+$6.09M	9.79%	2
2024 Q3	$120M	Buy	2,362,565 +52,464	+2%	+$2.65M	10.06%	2
2024 Q2	$117M	Sell	2,310,101 -75,386	-3%	-$3.8M	10.43%	2
2024 Q1	$120M	Buy	2,385,487 +13,240	+0.6%	+$667K	11.21%	2
2023 Q4	$120M	Buy	+2,372,247	New	+$119M	12.68%	2

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 $15.5B AUM 18.35% 1-Year Est. Return

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

Foster Dykema Cabot & Partners's JPST Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.6% in Q1 2026, selling an estimated $6.35M and leaving 4,759,095 shares worth $241M. The position accounts for 15.32% of the portfolio, ranked #2.

Foster Dykema Cabot & Partners first reported a position in JPST in Q4 2023 and has held it in 10 quarters since. The position peaked at $248M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Foster Dykema Cabot & Partners held 4,759,095 shares of JPMorgan Ultra-Short Income ETF worth $241M as of Q1 2026.
Foster Dykema Cabot & Partners sold 125,385 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $6.35M.
JPMorgan Ultra-Short Income ETF made up 15.32% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #2 holding.
Foster Dykema Cabot & Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's JPMorgan Ultra-Short Income ETF position peaked at $248M in Q4 2025.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.