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 $1.49 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
31,728
Previous 25,682 23.54%
Holding current value
$1.49 Million
Previous $1.19 Billion 28.22%
% of portfolio
0.5%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$45.87 - $48.53 $277,330 - $293,412
6,046 Added 23.54%
31,728 $1.53 Billion
Q2 2024

Sep 09, 2024
BUY
$45.27 - $46.67 $1.16 Million - $1.2 Million
25,682 New
25,682 $1.19 Billion

Others Institutions Holding JCPB

# of Institutions
284
Shares Held
68.2M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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