SEC 13F Intelligence

Heritage Wealth Partners, LLC / JPST

Heritage Wealth Partners, LLC’s J P Morgan Exchange Traded F Position

Does Heritage Wealth Partners, LLC own J P Morgan Exchange Traded F (JPST)? Yes — 17.3K shares worth $876,203 (+1.34% of its 13F portfolio) as of Q1 2025, down from 17.9K shares the prior filed quarter.

Position Value
$876,203
Q1 2025
Shares
17.3K
% of Portfolio
+1.34%
Quarters Held
9
currently held

Position History JPST

Reported value by quarter
Q1 ’23: $850,459Q1 ’23Q2 ’23: $2MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $977,658Q3 ’24Q4 ’24: $899,961Q1 ’25: $876,203Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202517.3K$876,203+1.34%
Q4 202417.9K$899,961+1.13%
Q3 202419.3K$977,658+1.15%
Q2 202420.4K$1M+1.49%
Q1 202427.4K$1M+2.80%
Q4 202327.4K$1M+2.80%
Q3 202328.3K$1M+3.02%
Q2 202341.6K$2M+1.23%
Q1 202316.9K$850,459+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of JPST.