A detailed history of Heritage Oak Wealth Advisors LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 394,183 shares of JPST stock, worth $19.9 Million. This represents 9.33% of its overall portfolio holdings.

Number of Shares
394,183
Holding current value
$19.9 Million
% of portfolio
9.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$50.37 - $50.6 $19.9 Million - $19.9 Million
394,183 New
394,183 $19.9 Billion
Q2 2024

Aug 28, 2024

BUY
$50.22 - $50.48 $27.5 Million - $27.6 Million
546,678 New
546,678 $27.6 Billion

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.