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

Founders Financial Securities’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	$1.19M	Sell	23,524 -827	-3%	-$41.8K	0.06%	280
2026 Q1	$1.23M	Buy	24,351 +3,930	+19%	+$199K	0.07%	253
2025 Q4	$1.03M	Buy	+20,421	New	+$1.03M	0.06%	274
2024 Q1	–	Sell	-6,973	Closed	-$350K	–	400
2023 Q4	$350K	Buy	+6,973	New	+$350K	0.04%	285
2023 Q3	–	Sell	-8,259	Closed	-$414K	–	345
2023 Q2	$414K	Buy	8,259 +1,841	+29%	+$92.4K	0.05%	235
2023 Q1	$323K	Buy	6,418 +1,556	+32%	+$78.2K	0.05%	252
2022 Q4	$244K	Sell	4,862 -467	-9%	-$23.4K	0.04%	280
2022 Q3	$267K	Buy	5,329 +640	+14%	+$32.1K	0.05%	245
2022 Q2	$235K	Sell	4,689 -421	-8%	-$21.1K	0.05%	224
2022 Q1	$257K	Sell	5,110 -829	-14%	-$41.8K	0.05%	234
2021 Q4	$300K	Sell	5,939 -11,586	-66%	-$586K	0.05%	209
2021 Q3	$889K	Sell	17,525 -1,439	-8%	-$73K	0.18%	112
2021 Q2	$962K	Sell	18,964 -4,108	-18%	-$208K	0.19%	107
2021 Q1	$1.17M	Sell	23,072 -1,588	-6%	-$80.6K	0.27%	75
2020 Q4	$1.25M	Sell	24,660 -28,124	-53%	-$1.43M	0.3%	59
2020 Q3	$2.68M	Buy	52,784 +39,750	+305%	+$2.02M	0.85%	28
2020 Q2	$661K	Buy	+13,034	New	+$656K	0.21%	82

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Founders Financial Securities reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.4% in Q2 2026, selling an estimated $41.8K and leaving 23,524 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #280.

Founders Financial Securities first reported a position in JPST in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.68M in Q3 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Founders Financial Securities held 23,524 shares of JPMorgan Ultra-Short Income ETF worth $1.19M as of Q2 2026.
Founders Financial Securities sold 827 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $41.8K.
JPMorgan Ultra-Short Income ETF made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #280 holding.
Founders Financial Securities first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2020 and has held it in 17 quarters since.
Founders Financial Securities's JPMorgan Ultra-Short Income ETF position peaked at $2.68M in Q3 2020.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.