Heritage Oak Wealth Advisors LLC Makes New $19.86 Million Investment in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Heritage Oak Wealth Advisors LLC bought a new stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 394,183 shares of the company’s stock, valued at approximately $19,855,000. JPMorgan Ultra-Short Income ETF accounts for approximately 9.5% of Heritage Oak Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. Heritage Oak Wealth Advisors LLC owned 0.09% of JPMorgan Ultra-Short Income ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Guardian Wealth Advisors LLC grew its holdings in shares of JPMorgan Ultra-Short Income ETF by 25.1% during the fourth quarter. Guardian Wealth Advisors LLC now owns 41,232 shares of the company’s stock valued at $2,077,000 after buying an additional 8,276 shares during the last quarter. Essex LLC lifted its holdings in shares of JPMorgan Ultra-Short Income ETF by 5.5% in the fourth quarter. Essex LLC now owns 230,834 shares of the company’s stock valued at $11,627,000 after purchasing an additional 12,054 shares in the last quarter. Delta Financial Group Inc. grew its holdings in JPMorgan Ultra-Short Income ETF by 265.1% during the fourth quarter. Delta Financial Group Inc. now owns 88,683 shares of the company’s stock worth $4,467,000 after buying an additional 64,393 shares in the last quarter. Bridgewater Advisors Inc. grew its holdings in JPMorgan Ultra-Short Income ETF by 11.2% during the fourth quarter. Bridgewater Advisors Inc. now owns 1,922,583 shares of the company’s stock worth $96,956,000 after buying an additional 193,580 shares in the last quarter. Finally, SMART Wealth LLC raised its position in JPMorgan Ultra-Short Income ETF by 56.9% in the 4th quarter. SMART Wealth LLC now owns 76,777 shares of the company’s stock valued at $3,867,000 after buying an additional 27,837 shares during the last quarter.

JPMorgan Ultra-Short Income ETF Stock Up 0.0 %

JPST opened at $50.60 on Thursday. JPMorgan Ultra-Short Income ETF has a 1 year low of $50.20 and a 1 year high of $50.75. The firm’s fifty day moving average price is $50.49 and its two-hundred day moving average price is $50.52.

About JPMorgan Ultra-Short Income ETF

The JPMorgan Ultra-Short Income ETF (JPST) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that aims to maximize income and preserve capital using USD-denominated debt securities with an effective duration of one year or less. JPST was launched on May 17, 2017 and is managed by JPMorgan Chase.