Regatta Capital Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Regatta Capital Group’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	$3.31M	Buy	65,445 +2,285	+4%	+$115K	0.45%	37
2026 Q1	$3.2M	Buy	63,160 +3,109	+5%	+$157K	0.48%	36
2025 Q4	$3.04M	Sell	60,051 -3,309	-5%	-$168K	0.46%	38
2025 Q3	$3.21M	Buy	63,360 +3,769	+6%	+$191K	0.51%	34
2025 Q2	$3.02M	Sell	59,591 -1,699	-3%	-$85.8K	0.52%	34
2025 Q1	$3.1M	Buy	61,290 +27,166	+80%	+$1.37M	0.6%	32
2024 Q4	$1.72M	Buy	34,124 +3,661	+12%	+$185K	0.33%	53
2024 Q3	$1.55M	Buy	30,463 +16,173	+113%	+$817K	0.3%	57
2024 Q2	$721K	Buy	14,290 +1,644	+13%	+$82.8K	0.16%	96
2024 Q1	$638K	Buy	12,646 +339	+3%	+$17.1K	0.14%	98
2023 Q4	$618K	Sell	12,307 -14,012	-53%	-$703K	0.16%	93
2023 Q3	$1.32M	Sell	26,319 -2,805	-10%	-$141K	0.42%	47
2023 Q2	$1.46M	Sell	29,124 -5,537	-16%	-$278K	0.46%	43
2023 Q1	$1.74M	Hold	34,661	–	–	0.62%	35
2022 Q4	$1.74M	Buy	34,661 +790	+2%	+$39.6K	0.62%	35
2022 Q3	$1.7M	Buy	33,871 +2,277	+7%	+$114K	0.69%	37
2022 Q2	$1.58M	Buy	31,594 +166	+0.5%	+$8.33K	0.75%	33
2022 Q1	$1.58M	Sell	31,428 -34,442	-52%	-$1.73M	0.55%	46
2021 Q4	$3.33M	Buy	+65,870	New	+$3.33M	1.16%	18

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

Regatta Capital Group's JPST Position: Q2 2026 in Review

Regatta Capital Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.6% in Q2 2026, buying an estimated $115K and bringing the position to 65,445 shares worth $3.31M. The position accounts for 0.45% of the portfolio, ranked #37.

Regatta Capital Group first reported a position in JPST in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.33M in Q4 2021. 1,191 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Regatta Capital Group held 65,445 shares of JPMorgan Ultra-Short Income ETF worth $3.31M as of Q2 2026.
Regatta Capital Group bought 2,285 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $115K.
JPMorgan Ultra-Short Income ETF made up 0.45% of Regatta Capital Group's portfolio in Q2 2026, its #37 holding.
Regatta Capital Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and has held it in 19 quarters since.
Regatta Capital Group's JPMorgan Ultra-Short Income ETF position peaked at $3.33M in Q4 2021.
1,191 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.