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Foundations Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Foundations Investment 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 		$2.91M Buy
57,427
+29,826
+108% +$1.51M 0.04% 302
2025
Q4 		$1.4M Sell
27,601
-4,831
-15% -$245K 0.02% 424
2025
Q3 		$1.65M Sell
32,432
-50,915
-61% -$2.58M 0.02% 349
2025
Q2 		$4.22M Sell
83,347
-41,330
-33% -$2.09M 0.07% 223
2025
Q1 		$6.31M Buy
124,677
+36,702
+42% +$1.85M 0.12% 167
2024
Q4 		$4.43M Buy
87,975
+10,660
+14% +$538K 0.09% 202
2024
Q3 		$3.92M Buy
77,315
+9,699
+14% +$490K 0.08% 202
2024
Q2 		$3.41M Sell
67,616
-47,273
-41% -$2.38M 0.08% 184
2024
Q1 		$5.8M Buy
114,889
+8,917
+8% +$449K 0.15% 124
2023
Q4 		$5.33M Sell
105,972
-23,342
-18% -$1.17M 0.14% 117
2023
Q3 		$6.49M Buy
129,314
+11,346
+10% +$568K 0.2% 93
2023
Q2 		$5.91M Sell
117,968
-189,271
-62% -$9.5M 0.2% 84
2023
Q1 		$15.5M Buy
307,239
+14,953
+5% +$751K 0.55% 31
2022
Q4 		$14.7M Buy
292,286
+265,551
+993% +$13.3M 0.58% 29
2022
Q3 		$1.34M Sell
26,735
-2,302
-8% -$115K 0.06% 129
2022
Q2 		$1.45M Buy
+29,037
New +$1.46M 0.06% 115
2021
Q4 		– Sell
-4,130
Closed -$209K – 347
2021
Q3 		$209K Sell
4,130
-3,396
-45% -$172K 0.01% 296
2021
Q2 		$382K Buy
+7,526
New +$382K 0.02% 202
2021
Q1 		– Sell
-18,191
Closed -$924K – 230
2020
Q4 		$924K Buy
18,191
+2,020
+12% +$103K 0.06% 78
2020
Q3 		$821K Sell
16,171
-21,610
-57% -$1.1M 0.18% 83
2020
Q2 		$1.92M Buy
37,781
+30,528
+421% +$1.54M 0.17% 41
2020
Q1 		$360K Buy
+7,253
New +$365K 0.04% 84

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foundations Investment Advisors's JPST Position: Q1 2026 in Review

Foundations Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 108% in Q1 2026, buying an estimated $1.51M and bringing the position to 57,427 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #302.

Foundations Investment Advisors first reported a position in JPST in Q1 2020 and has held it in 22 quarters since. The position peaked at $15.5M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Foundations Investment Advisors held 57,427 shares of JPMorgan Ultra-Short Income ETF worth $2.91M as of Q1 2026.
  • Foundations Investment Advisors bought 29,826 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.51M.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #302 holding.
  • Foundations Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 22 quarters since.
  • Foundations Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q1 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.