Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 45,485 shares of JSCP stock, worth $2.16 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

45,485

Previous 48,165 5.56%

Holding current value

$2.16 Million

Previous $2.28 Billion 5.23%

% of portfolio

0.64%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$47.02 - $47.71 $126,013 - $127,862	-2,680 Reduced 5.56%	45,485 $2.17 Billion
Q2 2025 Aug 14, 2025	SELL	$46.46 - $47.44 $114,059 - $116,465	-2,455 Reduced 4.85%	48,165 $2.28 Billion
Q1 2025 Apr 29, 2025	SELL	$46.45 - $47.26 $132,614 - $134,927	-2,855 Reduced 5.34%	50,620 $2.39 Billion
Q4 2024 Feb 05, 2025	SELL	$46.63 - $47.41 $29,563 - $30,057	-634 Reduced 1.17%	53,475 $2.49 Billion
Q3 2024 Oct 31, 2024	BUY	$46.16 - $47.63 $212,289 - $219,050	4,599 Added 9.29%	54,109 $2.57 Billion

Q2 2024 Sep 09, 2024	BUY	$45.82 - $46.47 $2.27 Million - $2.3 Million	49,510 New	49,510 $2.3 Billion

Others Institutions Holding JSCP

# of Institutions

103

Shares Held

12.8M

Call Options Held

Put Options Held

View Full List

About JP MORGAN EXCH-TRADED FD TR SH

Ticker JSCP
Sector ETFs
Industry ETFs

More about JSCP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Account

Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History