Heritage Wealth Partners LLC Trims Holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Heritage Wealth Partners LLC lessened its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) by 7.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,867 shares of the company’s stock after selling 1,401 shares during the period. JPMorgan Ultra-Short Income ETF comprises about 1.1% of Heritage Wealth Partners LLC’s investment portfolio, making the stock its 22nd largest position. Heritage Wealth Partners LLC’s holdings in JPMorgan Ultra-Short Income ETF were worth $900,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Kwmg LLC grew its position in shares of JPMorgan Ultra-Short Income ETF by 1.4% in the 4th quarter. Kwmg LLC now owns 274,666 shares of the company’s stock worth $13,835,000 after acquiring an additional 3,763 shares in the last quarter. Eastern Bank boosted its holdings in JPMorgan Ultra-Short Income ETF by 95.1% in the fourth quarter. Eastern Bank now owns 513 shares of the company’s stock worth $26,000 after purchasing an additional 250 shares during the period. Forza Wealth Management LLC increased its stake in JPMorgan Ultra-Short Income ETF by 3.9% during the fourth quarter. Forza Wealth Management LLC now owns 129,180 shares of the company’s stock valued at $6,507,000 after purchasing an additional 4,825 shares during the last quarter. Cooper Financial Group raised its holdings in shares of JPMorgan Ultra-Short Income ETF by 18.5% during the fourth quarter. Cooper Financial Group now owns 475,706 shares of the company’s stock worth $23,961,000 after purchasing an additional 74,280 shares during the period. Finally, Future Financial Wealth Managment LLC lifted its position in shares of JPMorgan Ultra-Short Income ETF by 3.9% in the 4th quarter. Future Financial Wealth Managment LLC now owns 41,878 shares of the company’s stock worth $2,109,000 after buying an additional 1,566 shares during the last quarter.

JPMorgan Ultra-Short Income ETF Price Performance

Shares of NYSEARCA:JPST traded up $0.01 during trading on Monday, reaching $50.43. 4,413,843 shares of the company’s stock traded hands, compared to its average volume of 6,246,919. JPMorgan Ultra-Short Income ETF has a 12 month low of $50.20 and a 12 month high of $50.75. The company has a 50 day moving average of $50.47 and a 200-day moving average of $50.51.

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.