Heritage Oak Wealth Advisors LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

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 435,249 shares of JPST stock, worth $22 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares
435,249
Previous 398,642 9.18%
Holding current value
$22 Million
Previous $20.2 Billion 9.29%
% of portfolio
8.52%
Previous 8.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$50.36 - $50.68 $1.84 Million - $1.86 Million
36,607 Added 9.18%
435,249 $22.1 Billion
Q1 2025

Apr 28, 2025
BUY
$50.39 - $50.66 $224,689 - $225,892
4,459 Added 1.13%
398,642 $20.2 Billion
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

# of Institutions
1,221
Shares Held
454M
Call Options Held
0
Put Options Held
0
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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