Royal Harbor Partners
JPST icon

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
Q3 		$1.57M Sell
31,238
-7
-0% -$353 0.48% 35
2026
Q2 		$1.58M Buy
31,245
+18,309
+142% +$925K 0.49% 35
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 $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Royal Harbor Partners's JPST Position: Q3 2026 in Review

Royal Harbor Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.02% in Q3 2026, selling an estimated $353 and leaving 31,238 shares worth $1.57M. The position accounts for 0.48% of the portfolio, ranked #35.

Royal Harbor Partners first reported a position in JPST in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.5M in Q2 2023. 1,015 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Royal Harbor Partners held 31,238 shares of JPMorgan Ultra-Short Income ETF worth $1.57M as of Q3 2026.
  • Royal Harbor Partners sold 7 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $353.
  • JPMorgan Ultra-Short Income ETF made up 0.48% of Royal Harbor Partners's portfolio in Q3 2026, its #35 holding.
  • Royal Harbor Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 27 quarters since.
  • Royal Harbor Partners's JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q2 2023.
  • 1,015 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Royal Harbor Partners's 13F filing for Q3 2026, filed 29 Oct 2026.