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

Heritage Wealth Partners’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
2025 Q1	$876K	Sell	17,306 -561	-3%	-$28.3K	1.34%	19
2024 Q4	$900K	Sell	17,867 -1,401	-7%	-$70.8K	1.13%	22
2024 Q3	$978K	Sell	19,268 -1,149	-6%	-$58.1K	1.15%	24
2024 Q2	$1.03M	Sell	20,417 -6,936	-25%	-$349K	1.49%	19
2024 Q1	$1.37M	Hold	27,353	–	–	2.8%	12
2023 Q4	$1.37M	Sell	27,353 -902	-3%	-$45.3K	2.8%	12
2023 Q3	$1.42M	Sell	28,255 -13,296	-32%	-$666K	3.02%	12
2023 Q2	$2.08M	Buy	41,551 +24,650	+146%	+$1.24M	1.23%	26
2023 Q1	$850K	Buy	+16,901	New	+$849K	0.67%	25

Other funds holding JPST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Heritage Wealth Partners's JPST Position: Q1 2025 in Review

Heritage Wealth Partners reduced its JPMorgan Ultra-Short Income ETF (JPST) stake by 3.1% in Q1 2025, selling an estimated $28.3K and leaving 17,306 shares worth $876K. The position accounts for 1.34% of the portfolio, ranked #19.

Heritage Wealth Partners first reported a position in JPST in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.08M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold JPST as of Q1 2025.

Heritage Wealth Partners held 17,306 shares of JPMorgan Ultra-Short Income ETF worth $876K as of Q1 2025.
Heritage Wealth Partners sold 561 JPMorgan Ultra-Short Income ETF shares in Q1 2025, an estimated $28.3K.
JPMorgan Ultra-Short Income ETF made up 1.34% of Heritage Wealth Partners's portfolio in Q1 2025, its #19 holding.
Heritage Wealth Partners first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2023 and has held it in 9 quarters since.
Heritage Wealth Partners's JPMorgan Ultra-Short Income ETF position peaked at $2.08M in Q2 2023.
1,098 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.