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 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%	-$1.35K	﹤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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

SYM Financial Corp's JPST Position: Q1 2026 in Review

SYM Financial Corp reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 0.53% in Q1 2026, selling an estimated $1.11K and leaving 4,100 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #307.

SYM Financial Corp first reported a position in JPST in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q3 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

SYM Financial Corp held 4,100 shares of JPMorgan Ultra-Short Income ETF worth $208K as of Q1 2026.
SYM Financial Corp sold 22 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $1.11K.
JPMorgan Ultra-Short Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #307 holding.
SYM Financial Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 23 quarters since.
SYM Financial Corp's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q3 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.