SYM Financial Corp
JPST icon

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

SYM Financial Corp’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 		$160K Sell
3,170
-1,025
-24% -$51.7K 0.01% 424
2026
Q2 		$212K Buy
4,195
+95
+2% +$4.8K 0.02% 358
2026
Q1 		$208K Sell
4,100
-22
-0.5% -$1.11K 0.02% 307
2025
Q4 		$209K Sell
4,122
-123
-3% -$6.23K 0.02% 309
2025
Q3 		$215K Sell
4,245
-1
-0% -$51 0.02% 300
2025
Q2 		$215K Buy
4,246
+3
+0.1% +$152 0.02% 294
2025
Q1 		$215K Sell
4,243
-26
-0.6% -$1.31K 0.03% 246
2024
Q4 		$215K Sell
4,269
-182
-4% -$9.19K 0.03% 218
2024
Q3 		$226K Sell
4,451
-7,843
-64% -$396K 0.03% 153
2024
Q2 		$620K Sell
12,294
-14,842
-55% -$747K 0.1% 48
2024
Q1 		$1.37M Sell
27,136
-49,672
-65% -$2.5M 0.23% 26
2023
Q4 		$3.86M Sell
76,808
-232,204
-75% -$11.7M 0.62% 16
2023
Q3 		$15.5M Buy
309,012
+309,007
+6,180,140% +$15.5M 2.75% 9
2023
Q2 		$251 Buy
5
+4
+400% +$201 ﹤0.01% 125
2023
Q1 		$50 Hold
1
– – ﹤0.01% 105
2022
Q4 		$50 Sell
1
-5
-83% -$251 ﹤0.01% 120
2022
Q3 		$0 Sell
6
-22
-79% -$1.1K ﹤0.01% 112
2022
Q2 		$1K Sell
28
-27
-49% -$1.36K ﹤0.01% 113
2022
Q1 		$3K Buy
55
+54
+5,400% +$2.72K ﹤0.01% 108
2021
Q4 		$0 Hold
1
– – ﹤0.01% 111
2021
Q3 		$0 Hold
1
– – ﹤0.01% 117
2021
Q2 		$0 Sell
1
-2
-67% -$101 ﹤0.01% 89
2021
Q1 		$0 Buy
3
+2
+200% +$102 ﹤0.01% 85
2020
Q4 		$0 Hold
1
– – ﹤0.01% 83
2020
Q3 		$0 Buy
+1
New +$51 ﹤0.01% 88

Other funds holding JPST

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
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
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Fluent Financial
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

SYM Financial Corp's JPST Position: Q3 2026 in Review

SYM Financial Corp reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 24% in Q3 2026, selling an estimated $51.7K and leaving 3,170 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #424.

SYM Financial Corp first reported a position in JPST in Q3 2020 and has held it in 25 quarters since. The position peaked at $15.5M in Q3 2023. 532 funds tracked by Wall St. Rank hold JPST as of Q3 2026.

  • SYM Financial Corp held 3,170 shares of JPMorgan Ultra-Short Income ETF worth $160K as of Q3 2026.
  • SYM Financial Corp sold 1,025 JPMorgan Ultra-Short Income ETF shares in Q3 2026, an estimated $51.7K.
  • JPMorgan Ultra-Short Income ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #424 holding.
  • SYM Financial Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 25 quarters since.
  • SYM Financial Corp's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q3 2023.
  • 532 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.