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

Regal 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 		$763K Buy
15,090
+20
+0.1% +$1.01K 0.04% 369
2026
Q1 		$763K Sell
15,070
-1,379
-8% -$69.8K 0.04% 349
2025
Q4 		$832K Buy
16,449
+1,875
+13% +$95K 0.05% 317
2025
Q3 		$739K Sell
14,574
-1,650
-10% -$83.5K 0.05% 316
2025
Q2 		$822K Sell
16,224
-2,267
-12% -$115K 0.06% 265
2025
Q1 		$936K Buy
18,491
+3,107
+20% +$157K 0.08% 230
2024
Q4 		$775K Buy
15,384
+1,474
+11% +$74.4K 0.06% 262
2024
Q3 		$706K Buy
13,910
+1,716
+14% +$86.7K 0.05% 293
2024
Q2 		$615K Sell
12,194
-680
-5% -$34.2K 0.04% 318
2024
Q1 		$650K Sell
12,874
-557
-4% -$28K 0.04% 310
2023
Q4 		$675K Buy
13,431
+1,338
+11% +$67.1K 0.05% 282
2023
Q3 		$607K Buy
12,093
+2,510
+26% +$126K 0.05% 264
2023
Q2 		$480K Buy
9,583
+742
+8% +$37.2K 0.04% 302
2023
Q1 		$445K Buy
8,841
+1,102
+14% +$55.4K 0.04% 305
2022
Q4 		$388K Buy
+7,739
New +$388K 0.04% 329

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

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

Regal Investment Advisors increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.13% in Q2 2026, buying an estimated $1.01K and bringing the position to 15,090 shares worth $763K. The position accounts for 0.04% of the portfolio, ranked #369.

Regal Investment Advisors first reported a position in JPST in Q4 2022 and has held it in 15 quarters since. The position peaked at $936K in Q1 2025. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Regal Investment Advisors held 15,090 shares of JPMorgan Ultra-Short Income ETF worth $763K as of Q2 2026.
  • Regal Investment Advisors bought 20 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.01K.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Regal Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $936K in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.