Heritage Oak Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7M	Sell	210,568 -145,796	-41%	-$7.38M	3.39%	5
2025 Q4	$18.1M	Sell	356,364 -89,193	-20%	-$4.52M	6.69%	4
2025 Q3	$22.6M	Buy	445,557 +10,308	+2%	+$522K	8.21%	2
2025 Q2	$22.1M	Buy	435,249 +36,607	+9%	+$1.85M	8.52%	2
2025 Q1	$20.2M	Buy	398,642 +4,459	+1%	+$225K	8.87%	2
2024 Q4	$19.9M	Buy	+394,183	New	+$19.9M	9.33%	2
2024 Q3	–	Sell	-546,678	Closed	-$27.6M	–	181
2024 Q2	$27.6M	Buy	+546,678	New	+$27.5M	13.95%	2

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's JPST Position: Q1 2026 in Review

Heritage Oak Wealth Advisors reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q1 2026, selling an estimated $7.38M and leaving 210,568 shares worth $10.7M. The position accounts for 3.39% of the portfolio, ranked #5.

Heritage Oak Wealth Advisors first reported a position in JPST in Q2 2024 and has held it in 7 quarters since. The position peaked at $27.6M in Q2 2024. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Heritage Oak Wealth Advisors held 210,568 shares of JPMorgan Ultra-Short Income ETF worth $10.7M as of Q1 2026.
Heritage Oak Wealth Advisors sold 145,796 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $7.38M.
JPMorgan Ultra-Short Income ETF made up 3.39% of Heritage Oak Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Heritage Oak Wealth Advisors first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's JPMorgan Ultra-Short Income ETF position peaked at $27.6M in Q2 2024.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.