Heritage Oak Wealth Advisors LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 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 398,642 shares of JPST stock, worth $20.2 Million. This represents 8.87% of its overall portfolio holdings.
Number of Shares
398,642
Previous 394,183
1.13%
Holding current value
$20.2 Million
Previous $19.9 Billion
1.65%
% of portfolio
8.87%
Previous 9.33%
Shares
3 transactions
Others Institutions Holding JPST
# of Institutions
1,181Shares Held
420MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.94 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.78 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$730 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$643 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$556 Million0.1% of portfolio