Founders Financial Alliance’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Founders Financial Alliance’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	$3.98M	Sell	78,680 -42,172	-35%	-$2.14M	0.72%	32
2025 Q4	$6.11M	Buy	120,852 +11,364	+10%	+$576K	1.15%	17
2025 Q3	$5.55M	Buy	109,488 +7,489	+7%	+$379K	1.05%	17
2025 Q2	$5.17M	Buy	101,999 +6,700	+7%	+$338K	1.18%	14
2025 Q1	$4.83M	Buy	95,299 +24,893	+35%	+$1.26M	1.17%	13
2024 Q4	$3.55M	Sell	70,406 -13,701	-16%	-$692K	0.98%	19
2024 Q3	$4.27M	Buy	84,107 +2,793	+3%	+$141K	1.19%	15
2024 Q2	$4.1M	Buy	81,314 +7,271	+10%	+$366K	1.22%	15
2024 Q1	$3.74M	Sell	74,043 -3,896	-5%	-$196K	1.12%	18
2023 Q4	$3.91M	Buy	77,939 +3,447	+5%	+$173K	1.52%	10
2023 Q3	$3.74M	Buy	74,492 +2,854	+4%	+$143K	1.63%	8
2023 Q2	$3.59M	Buy	71,638 +12,079	+20%	+$606K	1.41%	10
2023 Q1	$3M	Buy	59,559 +28,537	+92%	+$1.43M	1.5%	9
2022 Q4	$1.56M	Buy	31,022 +13,434	+76%	+$673K	0.71%	35
2022 Q3	$882K	Buy	17,588 +11,556	+192%	+$579K	0.45%	61
2022 Q2	$302K	Buy	+6,032	New	+$303K	0.15%	149
2020 Q4	–	Sell	-600	Closed	-$30K	–	858
2020 Q3	$30K	Buy	+600	New	+$30.5K	0.02%	476

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

Founders Financial Alliance's JPST Position: Q1 2026 in Review

Founders Financial Alliance reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 35% in Q1 2026, selling an estimated $2.14M and leaving 78,680 shares worth $3.98M. The position accounts for 0.72% of the portfolio, ranked #32.

Founders Financial Alliance first reported a position in JPST in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.11M in Q4 2025. 1,204 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Founders Financial Alliance held 78,680 shares of JPMorgan Ultra-Short Income ETF worth $3.98M as of Q1 2026.
Founders Financial Alliance sold 42,172 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $2.14M.
JPMorgan Ultra-Short Income ETF made up 0.72% of Founders Financial Alliance's portfolio in Q1 2026, its #32 holding.
Founders Financial Alliance first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 17 quarters since.
Founders Financial Alliance's JPMorgan Ultra-Short Income ETF position peaked at $6.11M in Q4 2025.
1,204 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.