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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$876K Sell
2024
Q4
$900K Sell
2024
Q3
$978K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.37M Hold
2023
Q4
$1.37M Sell
2023
Q3
$1.42M Sell
2023
Q2
$2.08M Buy
2023
Q1
$850K Buy