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 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%	-$113K	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	$9.97M	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	$9.51M	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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Nelson Capital Management's JPST Position: Q2 2026 in Review

Nelson Capital Management increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.34% in Q2 2026, buying an estimated $3.18K and bringing the position to 18,451 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #71.

Nelson Capital Management first reported a position in JPST in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.3M in Q3 2020. 623 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

Nelson Capital Management held 18,451 shares of JPMorgan Ultra-Short Income ETF worth $933K as of Q2 2026.
Nelson Capital Management bought 63 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $3.18K.
JPMorgan Ultra-Short Income ETF made up 0.1% of Nelson Capital Management's portfolio in Q2 2026, its #71 holding.
Nelson Capital Management first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2019 and has held it in 27 quarters since.
Nelson Capital Management's JPMorgan Ultra-Short Income ETF position peaked at $44.3M in Q3 2020.
623 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.