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

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

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

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All positions including J P Morgan Exchange Traded F ultra shrt held by Heritage Oak Wealth Advisors 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 446k 50.73
2025-06-30 $22M 435k 50.68
2025-03-31 $20M 399k 50.63
2024-12-31 $20M 394k 50.37
2024-06-30 $28M 547k 50.47