JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is Heritage Financial Services LLC’s 7th Largest Position

Heritage Financial Services LLC lowered its holdings 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 SEC. The firm owned 246,506 shares of the company’s stock after selling 19,388 shares during the quarter. JPMorgan Ultra-Short Income ETF accounts for about 1.6% of Heritage Financial Services LLC’s holdings, making the stock its 7th biggest position. Heritage Financial Services LLC’s holdings in JPMorgan Ultra-Short Income ETF were worth $12,417,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bridgewater Advisors Inc. boosted 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. Whittier Trust Co. boosted its stake in shares of JPMorgan Ultra-Short Income ETF by 29.5% during the 3rd quarter. Whittier Trust Co. now owns 1,295 shares of the company’s stock worth $66,000 after acquiring an additional 295 shares in the last quarter. Jaffetilchin Investment Partners LLC grew its holdings in shares of JPMorgan Ultra-Short Income ETF by 9.5% in the 3rd quarter. Jaffetilchin Investment Partners LLC now owns 100,508 shares of the company’s stock worth $5,100,000 after acquiring an additional 8,704 shares during the period. Nations Financial Group Inc. IA ADV increased its stake in JPMorgan Ultra-Short Income ETF by 100.9% in the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 10,809 shares of the company’s stock valued at $548,000 after purchasing an additional 5,428 shares in the last quarter. Finally, Zega Financial LLC raised its holdings in JPMorgan Ultra-Short Income ETF by 30.4% during the third quarter. Zega Financial LLC now owns 30,205 shares of the company’s stock worth $1,533,000 after purchasing an additional 7,047 shares during the last quarter.

JPMorgan Ultra-Short Income ETF Stock Performance

Shares of JPST stock opened at $50.59 on Friday. The business has a fifty day simple moving average of $50.48 and a 200-day simple moving average of $50.52. JPMorgan Ultra-Short Income ETF has a fifty-two week low of $50.20 and a fifty-two week high of $50.75.

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.