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

Symphony 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 		$10.9M Buy
214,738
+34,936
+19% +$1.76M 1.19% 22
2026
Q1 		$9.1M Buy
179,802
+26,411
+17% +$1.34M 1.2% 25
2025
Q4 		$7.79M Buy
153,391
+1,656
+1% +$83.9K 1.05% 28
2025
Q3 		$7.7M Sell
151,735
-3,320
-2% -$168K 0.94% 33
2025
Q2 		$7.98M Buy
155,055
+145,235
+1,479% +$7.34M 1.05% 25
2025
Q1 		$496K Sell
9,820
-159,954
-94% -$8.08M 0.29% 60
2024
Q4 		$8.57M Sell
169,774
-2,848
-2% -$144K 1.35% 21
2024
Q3 		$8.76M Buy
172,622
+4,811
+3% +$243K 1.45% 20
2024
Q2 		$8.47M Buy
167,811
+11,046
+7% +$556K 1.55% 19
2024
Q1 		$7.91M Buy
156,765
+11,907
+8% +$600K 1.84% 15
2023
Q4 		$7.3M Buy
144,858
+9,096
+7% +$456K 1.57% 19
2023
Q3 		$6.78M Buy
135,762
+7,905
+6% +$396K 1.66% 17
2023
Q2 		$6.41M Sell
127,857
-12,391
-9% -$622K 1.57% 18
2023
Q1 		$7.05M Buy
140,248
+21,957
+19% +$1.1M 1.83% 14
2022
Q4 		$5.93M Sell
118,291
-21,009
-15% -$1.05M 1.57% 17
2022
Q3 		$6.99M Sell
139,300
-17,066
-11% -$855K 2.28% 9
2022
Q2 		$7.83M Sell
156,366
-90,382
-37% -$4.53M 2.32% 11
2022
Q1 		$12.4M Sell
246,748
-121,198
-33% -$6.1M 2.91% 10
2021
Q4 		$18.6M Sell
367,946
-69,799
-16% -$3.53M 5.15% 2
2021
Q3 		$22.2M Sell
437,745
-25,916
-6% -$1.31M 7.73% 2
2021
Q2 		$23.5M Sell
463,661
-197,495
-30% -$10M 8% 2
2021
Q1 		$33.5M Sell
661,156
-146,529
-18% -$7.44M 8.86% 1
2020
Q4 		$41M Sell
807,685
-201,616
-20% -$10.2M 14.72% 1
2020
Q3 		$51.3M Buy
1,009,301
+132,993
+15% +$6.76M 20.91% 1
2020
Q2 		$44.5M Buy
876,308
+144,403
+20% +$7.27M 21.5% 1
2020
Q1 		$36.3M Buy
+731,905
New +$36.8M 25.05% 1

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

Symphony Financial's JPST Position: Q2 2026 in Review

Symphony Financial increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 19% in Q2 2026, buying an estimated $1.76M and bringing the position to 214,738 shares worth $10.9M. The position accounts for 1.19% of the portfolio, ranked #22.

Symphony Financial first reported a position in JPST in Q1 2020 and has held it in 26 quarters since. The position peaked at $51.3M in Q3 2020. 1,190 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Symphony Financial held 214,738 shares of JPMorgan Ultra-Short Income ETF worth $10.9M as of Q2 2026.
  • Symphony Financial bought 34,936 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $1.76M.
  • JPMorgan Ultra-Short Income ETF made up 1.19% of Symphony Financial's portfolio in Q2 2026, its #22 holding.
  • Symphony Financial first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's JPMorgan Ultra-Short Income ETF position peaked at $51.3M in Q3 2020.
  • 1,190 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

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