Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 31,728 shares of JCPB stock, worth $1.48 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
31,728
Previous 25,682
23.54%
Holding current value
$1.48 Million
Previous $1.19 Billion
28.22%
% of portfolio
0.5%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
297Shares Held
73.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$362 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.02MShares$141 Million9.44% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$97 Million0.14% of portfolio
-
Wms Partners, LLC1.66MShares$77.4 Million4.72% of portfolio