Nations Financial Group
JPST icon

Nations Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Nations Financial 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
Q3 		$1.23M Buy
24,476
+4,382
+22% +$221K 0.06% 322
2026
Q2 		$1.02M Buy
20,094
+7,717
+62% +$390K 0.05% 372
2026
Q1 		$626K Sell
12,377
-3,824
-24% -$194K 0.03% 493
2025
Q4 		$820K Buy
16,201
+278
+2% +$14.1K 0.04% 403
2025
Q3 		$808K Sell
15,923
-215
-1% -$10.9K 0.05% 369
2025
Q2 		$818K Sell
16,138
-5,397
-25% -$273K 0.06% 336
2025
Q1 		$1.09M Buy
21,535
+1,334
+7% +$67.4K 0.08% 257
2024
Q4 		$1.02M Buy
20,201
+9,392
+87% +$474K 0.07% 270
2024
Q3 		$548K Buy
10,809
+5,428
+101% +$274K 0.04% 413
2024
Q2 		$272K Sell
5,381
-5,002
-48% -$252K 0.02% 553
2024
Q1 		$524K Sell
10,383
-623
-6% -$31.4K 0.04% 407
2023
Q4 		$553K Sell
11,006
-3,143
-22% -$158K 0.05% 363
2023
Q3 		$710K Sell
14,149
-550
-4% -$27.6K 0.07% 288
2023
Q2 		$737K Buy
14,699
+2,147
+17% +$108K 0.07% 287
2023
Q1 		$632K Sell
12,552
-54,154
-81% -$2.72M 0.07% 310
2022
Q4 		$3.34M Buy
66,706
+6,403
+11% +$321K 0.38% 62
2022
Q3 		$3.02M Buy
60,303
+1,434
+2% +$71.9K 0.44% 50
2022
Q2 		$2.95M Buy
58,869
+26,219
+80% +$1.32M 0.4% 54
2022
Q1 		$1.64M Buy
32,650
+13,402
+70% +$675K 0.2% 124
2021
Q4 		$972K Sell
19,248
-1,955
-9% -$98.9K 0.13% 177
2021
Q3 		$1.08M Buy
+21,203
New +$1.08M 0.16% 158

Other funds holding JPST

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Nations Financial Group's JPST Position: Q3 2026 in Review

Nations Financial Group increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 22% in Q3 2026, buying an estimated $221K and bringing the position to 24,476 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #322.

Nations Financial Group first reported a position in JPST in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.34M in Q4 2022. 786 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Nations Financial Group held 24,476 shares of JPMorgan Ultra-Short Income ETF worth $1.23M as of Q3 2026.
  • Nations Financial Group bought 4,382 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $221K.
  • JPMorgan Ultra-Short Income ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #322 holding.
  • Nations Financial Group first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Nations Financial Group's JPMorgan Ultra-Short Income ETF position peaked at $3.34M in Q4 2022.
  • 786 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.