Nelson Capital Management
JPST icon

Nelson Capital Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Nelson Capital Management’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 		$1.19M Buy
23,583
+5,132
+28% +$259K 0.12% 66
2026
Q2 		$933K Buy
18,451
+63
+0.3% +$3.18K 0.1% 71
2026
Q1 		$931K Sell
18,388
-2,697
-13% -$137K 0.11% 71
2025
Q4 		$1.07M Sell
21,085
-1,027
-5% -$52K 0.12% 72
2025
Q3 		$1.12M Buy
22,112
+171
+0.8% +$8.66K 0.13% 73
2025
Q2 		$1.11M Sell
21,941
-4
-0% -$202 0.15% 70
2025
Q1 		$1.11M Sell
21,945
-374
-2% -$18.9K 0.19% 72
2024
Q4 		$1.12M Sell
22,319
-2,949
-12% -$149K 0.19% 73
2024
Q3 		$1.28M Sell
25,268
-726
-3% -$36.7K 0.22% 67
2024
Q2 		$1.31M Sell
25,994
-105
-0.4% -$5.29K 0.23% 67
2024
Q1 		$1.32M Sell
26,099
-723
-3% -$36.4K 0.25% 69
2023
Q4 		$1.35M Sell
26,822
-2,242
-8% -$112K 0.3% 64
2023
Q3 		$1.46M Sell
29,064
-7,013
-19% -$351K 0.36% 63
2023
Q2 		$1.81M Sell
36,077
-75,147
-68% -$3.77M 0.47% 56
2023
Q1 		$5.6M Sell
111,224
-62,583
-36% -$3.15M 1.59% 21
2022
Q4 		$8.71M Sell
173,807
-24,904
-13% -$1.25M 2.56% 8
2022
Q3 		$10M Sell
198,711
-49,374
-20% -$2.47M 2.93% 7
2022
Q2 		$12.4M Sell
248,085
-532,326
-68% -$26.7M 3.43% 7
2022
Q1 		$39.2M Sell
780,411
-47,999
-6% -$2.42M 7.67% 1
2021
Q4 		$41.8M Buy
828,410
+17,311
+2% +$876K 7.73% 1
2021
Q3 		$41.1M Buy
811,099
+98,963
+14% +$5.02M 8.18% 2
2021
Q2 		$36.1M Buy
712,136
+13,125
+2% +$666K 7.31% 2
2021
Q1 		$35.5M Sell
699,011
-18,191
-3% -$924K 7.59% 2
2020
Q4 		$36.4M Sell
717,202
-155,588
-18% -$7.9M 7.83% 2
2020
Q3 		$44.3M Buy
872,790
+685,360
+366% +$34.8M 7.76% 2
2020
Q2 		$9.5M Buy
187,430
+45,864
+32% +$2.31M 2.07% 14
2020
Q1 		$7.03M Buy
141,566
+5,062
+4% +$255K 1.89% 20
2019
Q4 		$6.88M Buy
+136,504
New +$6.89M 1.45% 29

Other funds holding JPST

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
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

Nelson Capital Management's JPST Position: Q3 2026 in Review

Nelson Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 28% in Q3 2026, buying an estimated $259K and bringing the position to 23,583 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #66.

Nelson Capital Management first reported a position in JPST in Q4 2019 and has held it in 28 quarters since. The position peaked at $44.3M in Q3 2020. 904 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • Nelson Capital Management held 23,583 shares of JPMorgan Ultra-Short Income ETF worth $1.19M as of Q3 2026.
  • Nelson Capital Management bought 5,132 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $259K.
  • JPMorgan Ultra-Short Income ETF made up 0.12% of Nelson Capital Management's portfolio in Q3 2026, its #66 holding.
  • Nelson Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 28 quarters since.
  • Nelson Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $44.3M in Q3 2020.
  • 904 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.