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Royal Harbor Partners’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Royal Harbor Partners’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 		$655K Hold
12,936
– – 0.22% 34
2025
Q4 		$654K Hold
12,936
– – 0.22% 34
2025
Q3 		$656K Hold
12,936
– – 0.22% 34
2025
Q2 		$656K Sell
12,936
-85,108
-87% -$4.3M 0.24% 33
2025
Q1 		$4.96M Buy
98,044
+11,950
+14% +$604K 1.92% 18
2024
Q4 		$4.34M Buy
86,094
+2,579
+3% +$130K 1.64% 17
2024
Q3 		$4.24M Sell
83,515
-65,795
-44% -$3.32M 1.65% 18
2024
Q2 		$7.54M Sell
149,310
-112,789
-43% -$5.68M 3.12% 11
2024
Q1 		$13.2M Buy
262,099
+5,365
+2% +$270K 5.76% 8
2023
Q4 		$12.9M Buy
256,734
+5,162
+2% +$259K 5.99% 7
2023
Q3 		$12.6M Sell
251,572
-98,104
-28% -$4.92M 6.57% 3
2023
Q2 		$17.5M Buy
349,676
+10,169
+3% +$510K 8.59% 1
2023
Q1 		$17.1M Buy
339,507
+243,547
+254% +$12.2M 9.17% 1
2022
Q4 		$4.81M Buy
95,960
+4,900
+5% +$246K 2.97% 8
2022
Q3 		$4.57M Sell
91,060
-22,125
-20% -$1.11M 3.12% 6
2022
Q2 		$5.67M Sell
113,185
-40,103
-26% -$2.01M 3.87% 6
2022
Q1 		$7.71M Buy
153,288
+9,435
+7% +$475K 4.94% 2
2021
Q4 		$7.26M Buy
143,853
+9,315
+7% +$471K 4.61% 4
2021
Q3 		$6.82M Buy
134,538
+15,667
+13% +$795K 4.86% 3
2021
Q2 		$6.03M Buy
118,871
+12,908
+12% +$655K 4.01% 7
2021
Q1 		$5.38M Buy
105,963
+715
+0.7% +$36.3K 4.1% 7
2020
Q4 		$5.35M Buy
105,248
+2,232
+2% +$113K 4.47% 4
2020
Q3 		$5.23M Buy
103,016
+7,214
+8% +$367K 4.9% 3
2020
Q2 		$4.86M Sell
95,802
-78,929
-45% -$3.98M 4.8% 5
2020
Q1 		$8.68M Buy
+174,731
New +$8.79M 10.04% 2

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 $15.5B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Harbor Partners's JPST Position: Q1 2026 in Review

Royal Harbor Partners held its JPMorgan Ultra-Short Income ETF (JPST) position steady in Q1 2026 at 12,936 shares worth $655K. The position accounts for 0.22% of the portfolio, ranked #34.

Royal Harbor Partners first reported a position in JPST in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.5M in Q2 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

  • Royal Harbor Partners held 12,936 shares of JPMorgan Ultra-Short Income ETF worth $655K as of Q1 2026.
  • Royal Harbor Partners left its JPMorgan Ultra-Short Income ETF share count unchanged in Q1 2026.
  • JPMorgan Ultra-Short Income ETF made up 0.22% of Royal Harbor Partners's portfolio in Q1 2026, its #34 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 25 quarters since.
  • Royal Harbor Partners's JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q2 2023.
  • 1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.