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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
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% -$1.35K ﹤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
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

SYM Financial Corp's JPST Position: Q2 2026 in Review

SYM Financial Corp increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 2.3% in Q2 2026, buying an estimated $4.8K and bringing the position to 4,195 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #358.

SYM Financial Corp first reported a position in JPST in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q3 2023. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • SYM Financial Corp held 4,195 shares of JPMorgan Ultra-Short Income ETF worth $212K as of Q2 2026.
  • SYM Financial Corp bought 95 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $4.8K.
  • JPMorgan Ultra-Short Income ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #358 holding.
  • SYM Financial Corp first reported a position in JPMorgan Ultra-Short Income ETF in Q3 2020 and has held it in 24 quarters since.
  • SYM Financial Corp's JPMorgan Ultra-Short Income ETF position peaked at $15.5M in Q3 2023.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.