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 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 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

Royal Harbor Partners's JPST Position: Q2 2026 in Review

Royal Harbor Partners increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 142% in Q2 2026, buying an estimated $925K and bringing the position to 31,245 shares worth $1.58M. The position accounts for 0.49% of the portfolio, ranked #35.

Royal Harbor Partners first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.5M in Q2 2023. 1,196 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Royal Harbor Partners held 31,245 shares of JPMorgan Ultra-Short Income ETF worth $1.58M as of Q2 2026.
Royal Harbor Partners bought 18,309 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $925K.
JPMorgan Ultra-Short Income ETF made up 0.49% of Royal Harbor Partners's portfolio in Q2 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 26 quarters since.
Royal Harbor Partners's JPMorgan Ultra-Short Income ETF position peaked at $17.5M in Q2 2023.
1,196 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.