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

Realta 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 Q2	$1.13M	Buy	22,442 +2,016	+10%	+$102K	0.35%	72
2026 Q1	$1.03M	Sell	20,426 -247	-1%	-$12.5K	0.36%	73
2025 Q4	$1.05M	Sell	20,673 -374	-2%	-$18.9K	0.34%	68
2025 Q3	$1.07M	Buy	21,047 +3,315	+19%	+$168K	0.36%	67
2025 Q2	$899K	Buy	17,732 +3,077	+21%	+$155K	0.36%	68
2025 Q1	$742K	Sell	14,655 -134	-0.9%	-$6.77K	0.34%	72
2024 Q4	$745K	Buy	14,789 +1,744	+13%	+$88.1K	0.31%	70
2024 Q3	$659K	Sell	13,045 -3,819	-23%	-$193K	0.3%	79
2024 Q2	$851K	Buy	16,864 +62	+0.4%	+$3.12K	0.17%	139
2024 Q1	$848K	Sell	16,802 -5,360	-24%	-$270K	0.17%	136
2023 Q4	$1.11M	Sell	22,162 -17,662	-44%	-$886K	0.25%	98
2023 Q3	$2M	Sell	39,824 -260	-0.6%	-$13K	0.46%	42
2023 Q2	$2.01M	Sell	40,084 -1,431	-3%	-$71.8K	0.44%	42
2023 Q1	$2.09M	Buy	41,515 +22,101	+114%	+$1.11M	0.51%	38
2022 Q4	$973K	Buy	19,414 +10,581	+120%	+$530K	0.24%	104
2022 Q3	$443K	Sell	8,833 -467	-5%	-$23.4K	0.12%	209
2022 Q2	$465K	Sell	9,300 -1,716	-16%	-$86.1K	0.11%	199
2022 Q1	$554K	Buy	11,016 +678	+7%	+$34.1K	0.11%	198
2021 Q4	$522K	Sell	10,338 -983	-9%	-$49.7K	0.11%	208
2021 Q3	$574K	Sell	11,321 -1,461	-11%	-$74.1K	0.14%	182
2021 Q2	$649K	Sell	12,782 -3,564	-22%	-$181K	0.15%	167
2021 Q1	$830K	Buy	16,346 +5,556	+51%	+$282K	0.22%	122
2020 Q4	$548K	Sell	10,790 -6,694	-38%	-$340K	0.16%	157
2020 Q3	$888K	Buy	17,484 +4,009	+30%	+$204K	0.3%	77
2020 Q2	$684K	Sell	13,475 -1,988	-13%	-$100K	0.23%	113
2020 Q1	$768K	Sell	15,463 -3,232	-17%	-$163K	0.33%	74
2019 Q4	$942K	Buy	18,695 +10	+0.1%	+$505	0.26%	82
2019 Q3	$942K	Buy	18,685 +4,058	+28%	+$205K	0.26%	76
2019 Q2	$736K	Buy	14,627 +12,772	+689%	+$644K	0.2%	116
2019 Q1	$93K	Buy	+1,855	New	+$93.2K	0.04%	404

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

Realta Investment Advisors's JPST Position: Q2 2026 in Review

Realta Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 9.9% in Q2 2026, buying an estimated $102K and bringing the position to 22,442 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #72.

Realta Investment Advisors first reported a position in JPST in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.09M in Q1 2023. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Realta Investment Advisors held 22,442 shares of JPMorgan Ultra-Short Income ETF worth $1.13M as of Q2 2026.
Realta Investment Advisors bought 2,016 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $102K.
JPMorgan Ultra-Short Income ETF made up 0.35% of Realta Investment Advisors's portfolio in Q2 2026, its #72 holding.
Realta Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $2.09M in Q1 2023.
1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.