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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's JPST Position: Q1 2026 in Review

Regal Investment Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 8.4% in Q1 2026, selling an estimated $69.8K and leaving 15,070 shares worth $763K. The position accounts for 0.04% of the portfolio, ranked #349.

Regal Investment Advisors first reported a position in JPST in Q4 2022 and has held it in 14 quarters since. The position peaked at $936K in Q1 2025. 1,206 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Regal Investment Advisors held 15,070 shares of JPMorgan Ultra-Short Income ETF worth $763K as of Q1 2026.
  • Regal Investment Advisors sold 1,379 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $69.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #349 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Regal Investment Advisors's JPMorgan Ultra-Short Income ETF position peaked at $936K in Q1 2025.
  • 1,206 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.