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

Nikulski Financial’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 		$1.95M Sell
38,488
-2,837
-7% -$143K 0.42% 66
2026
Q1 		$2.09M Sell
41,325
-16,874
-29% -$854K 0.52% 58
2025
Q4 		$2.94M Buy
58,199
+7,749
+15% +$393K 0.7% 40
2025
Q3 		$2.56M Buy
50,450
+608
+1% +$30.8K 0.64% 48
2025
Q2 		$2.53M Buy
49,842
+1,699
+4% +$85.8K 0.69% 46
2025
Q1 		$2.44M Buy
48,143
+2,022
+4% +$102K 0.74% 43
2024
Q4 		$2.32M Buy
46,121
+575
+1% +$29K 0.68% 47
2024
Q3 		$2.31M Sell
45,546
-11,423
-20% -$577K 0.69% 44
2024
Q2 		$2.88M Buy
56,969
+4,419
+8% +$223K 0.91% 33
2024
Q1 		$2.65M Buy
52,550
+1,625
+3% +$81.8K 0.88% 36
2023
Q4 		$2.56M Sell
50,925
-536
-1% -$26.9K 0.94% 33
2023
Q3 		$2.58M Buy
51,461
+2,182
+4% +$109K 1.07% 30
2023
Q2 		$2.47M Sell
49,279
-52
-0.1% -$2.61K 1.02% 31
2023
Q1 		$2.48M Buy
49,331
+191
+0.4% +$9.6K 1.1% 28
2022
Q4 		$2.46M Buy
49,140
+1,857
+4% +$93.1K 1.17% 28
2022
Q3 		$2.37M Buy
47,283
+213
+0.5% +$10.7K 1.23% 23
2022
Q2 		$2.36M Buy
47,070
+3,388
+8% +$170K 1.17% 26
2022
Q1 		$2.2M Buy
43,682
+694
+2% +$35K 0.93% 31
2021
Q4 		$2.17M Buy
42,988
+3,334
+8% +$169K 0.91% 32
2021
Q3 		$2.01M Buy
39,654
+2,882
+8% +$146K 0.93% 33
2021
Q2 		$1.86M Buy
36,772
+8,589
+30% +$436K 0.87% 35
2021
Q1 		$1.43M Buy
28,183
+9,289
+49% +$472K 0.73% 40
2020
Q4 		$960K Buy
18,894
+463
+3% +$23.5K 0.53% 52
2020
Q3 		$936K Buy
18,431
+4,000
+28% +$203K 0.59% 43
2020
Q2 		$732K Sell
14,431
-905
-6% -$45.6K 0.51% 42
2020
Q1 		$762K Sell
15,336
-9,357
-38% -$470K 0.66% 37
2019
Q4 		$1.25M Buy
24,693
+5,273
+27% +$266K 0.9% 31
2019
Q3 		$980K Buy
19,420
+2,393
+14% +$121K 0.82% 35
2019
Q2 		$859K Buy
+17,027
New +$858K 0.73% 39
2018
Q3 		– Sell
-49,226
Closed -$2.47M – 91
2018
Q2 		$2.47M Buy
+49,226
New +$2.47M 2.27% 15

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nikulski Financial's JPST Position: Q2 2026 in Review

Nikulski Financial reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 6.9% in Q2 2026, selling an estimated $143K and leaving 38,488 shares worth $1.95M. The position accounts for 0.42% of the portfolio, ranked #66.

Nikulski Financial first reported a position in JPST in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.94M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Nikulski Financial held 38,488 shares of JPMorgan Ultra-Short Income ETF worth $1.95M as of Q2 2026.
  • Nikulski Financial sold 2,837 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $143K.
  • JPMorgan Ultra-Short Income ETF made up 0.42% of Nikulski Financial's portfolio in Q2 2026, its #66 holding.
  • Nikulski Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2018 and has held it in 30 quarters since.
  • Nikulski Financial's JPMorgan Ultra-Short Income ETF position peaked at $2.94M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.