Nicolet Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Nicolet Advisory Services’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
2025 Q4	–	Sell	-4,556	Closed	-$231K	–	431
2025 Q3	$231K	Buy	4,556 +171	+4%	+$8.66K	0.02%	365
2025 Q2	$222K	Buy	+4,385	New	+$221K	0.02%	372
2023 Q3	–	Sell	-9,403	Closed	-$470K	–	321
2023 Q2	$470K	Buy	+9,403	New	+$472K	0.05%	162

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Nicolet Advisory Services's JPST Position: Q4 2025 in Review

Nicolet Advisory Services sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q4 2025, closing a stake of 4,556 shares — an estimated $231K sold.

Nicolet Advisory Services first reported a position in JPST in Q2 2023 and held it in 3 quarters. The position peaked at $470K in Q2 2023. 1,201 funds tracked by Wall St. Rank hold JPST as of Q4 2025.

Nicolet Advisory Services reported no remaining JPMorgan Ultra-Short Income ETF position as of Q4 2025 after selling out during the quarter.
Nicolet Advisory Services sold 4,556 JPMorgan Ultra-Short Income ETF shares in Q4 2025, an estimated $231K.
Nicolet Advisory Services first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2023 and held it in 3 quarters.
Nicolet Advisory Services's JPMorgan Ultra-Short Income ETF position peaked at $470K in Q2 2023.
1,201 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.