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J P Morgan Exchange Traded F ultra shrt shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange Traded F ultra shrt (JPST) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in J P Morgan Exchange Traded F ultra shrt

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F ultra shrt held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F ultra shrt by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 27k 50.23
2023-12-31 $1.4M 27k 50.23
2023-09-30 $1.4M 28k 50.18
2023-06-30 $2.1M 42k 50.14
2023-03-31 $851k 17k 50.32

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

Top funds holding J P Morgan Exchange Traded F ultra shrt

Morgan Stanley
Jpmorgan Chase & Co
Bank of America Corporation
FMR
Charles Schwab Investment Management
LPL Financial
UBS Group
HB Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Betterment
Envestnet Asset Management
Royal Bank of Canada
HPM Partners
Advisor Group Holdings

View all funds holding J P Morgan Exchange Traded F ultra shrt