Heritage Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 17,306 shares of JPST stock, worth $876,202. This represents 1.34% of its overall portfolio holdings.

Number of Shares

17,306

Previous 17,867 3.14%

Holding current value

$876,202

Previous $900 Million 2.64%

% of portfolio

1.34%

Previous 1.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.39 - $50.66 $28,268 - $28,420	-561 Reduced 3.14%	17,306 $876 Million
Q4 2024 Jan 13, 2025	SELL	$50.37 - $50.6 $70,568 - $70,890	-1,401 Reduced 7.27%	17,867 $900 Million
Q3 2024 Oct 08, 2024	SELL	$50.25 - $50.74 $57,737 - $58,300	-1,149 Reduced 5.63%	19,268 $978 Million
Q2 2024 Jul 05, 2024	SELL	$50.22 - $50.48 $348,325 - $350,129	-6,936 Reduced 25.36%	20,417 $1.03 Billion
Q4 2023 Jan 19, 2024	SELL	$49.96 - $50.44 $45,063 - $45,496	-902 Reduced 3.19%	27,353 $1.37 Billion

Q3 2023 Oct 18, 2023	SELL	$49.94 - $50.25 $664,002 - $668,124	-13,296 Reduced 32.0%	28,255 $1.42 Billion
Q2 2023 Aug 11, 2023	BUY	$50.04 - $50.36 $1.23 Million - $1.24 Million	24,650 Added 145.85%	41,551 $2.08 Billion
Q1 2023 May 04, 2023	BUY	$50.12 - $50.36 $847,078 - $851,134	16,901 New	16,901 $850 Million

Others Institutions Holding JPST

# of Institutions

1,257

Shares Held

469M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
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Heritage Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History