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

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

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 19,268 shares of JPST stock, worth $971,107. This represents 1.15% of its overall portfolio holdings.

Number of Shares
19,268
Previous 20,417 5.63%
Holding current value
$971,107
Previous $1.03 Billion 5.12%
% of portfolio
1.15%
Previous 1.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,039
Shares Held
344M
Call Options Held
0
Put Options Held
4.68K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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