J P MORGAN EXCHANGE TRADED F

Ticker: JPST CUSIP: 46641Q837 Class: ULTRA SHRT ETF

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 356,364 Value ($000) $18,092 Avg Close — Range —
Q3 2025
Shares 445,557 Value ($000) $22,603 Avg Close — Range —
Q2 2025
Shares 435,249 Value ($000) $22,058 Avg Close — Range —
Q1 2025
Shares 398,642 Value ($000) $20,183 Avg Close — Range —
Q4 2024
Shares 394,183 Value ($000) $19,855 Avg Close — Range —
Q2 2024
Shares 546,678 Value ($000) $27,591 Avg Close — Range —