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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
Q2 		$5.23M Buy
103,383
+24,703
+31% +$1.25M 0.69% 35
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Alliance's JPST Position: Q2 2026 in Review

Founders Financial Alliance increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 31% in Q2 2026, buying an estimated $1.25M and bringing the position to 103,383 shares worth $5.23M. The position accounts for 0.69% of the portfolio, ranked #35.

Founders Financial Alliance first reported a position in JPST in Q3 2020 and has held it in 18 quarters since. The position peaked at $6.11M in Q4 2025. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Founders Financial Alliance held 103,383 shares of JPMorgan Ultra-Short Income ETF worth $5.23M as of Q2 2026.
  • Founders Financial Alliance bought 24,703 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.25M.
  • JPMorgan Ultra-Short Income ETF made up 0.69% of Founders Financial Alliance's portfolio in Q2 2026, its #35 holding.
  • Founders Financial Alliance first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 18 quarters since.
  • Founders Financial Alliance's JPMorgan Ultra-Short Income ETF position peaked at $6.11M in Q4 2025.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.