Heritage Wealth Management (Arizona)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$4.51K	Buy	90 +26	+41%	+$1.3K	﹤0.01%	896
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	831
2022 Q2	$3.21K	Hold	64	–	–	﹤0.01%	825
2022 Q1	$3K	Buy	+64	New	+$3.22K	﹤0.01%	859
2021 Q3	$5K	Sell	89 -2	-2%	-$101	﹤0.01%	733
2021 Q2	$5K	Buy	+91	New	+$4.62K	﹤0.01%	746

Other funds holding JPST

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

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

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JPST Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 41% in Q4 2022, buying an estimated $1.3K and bringing the position to 90 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Heritage Wealth Management (Arizona) first reported a position in JPST in Q2 2021 and has held it in 6 quarters since. The position peaked at $5K in Q3 2021. 929 funds tracked by Wall St. Rank hold JPST as of Q4 2022.

Heritage Wealth Management (Arizona) held 90 shares of JPMorgan Ultra-Short Income ETF worth $4.51K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 26 JPMorgan Ultra-Short Income ETF shares in Q4 2022, an estimated $1.3K.
JPMorgan Ultra-Short Income ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #896 holding.
Heritage Wealth Management (Arizona) first reported a position in JPMorgan Ultra-Short Income ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s JPMorgan Ultra-Short Income ETF position peaked at $5K in Q3 2021.
929 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.