Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
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 54,109 shares of JSCP stock, worth $2.53 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
54,109
Previous 49,510
9.29%
Holding current value
$2.53 Million
Previous $2.3 Billion
11.86%
% of portfolio
0.84%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding JSCP
# of Institutions
64Shares Held
7.13MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.52MShares$71.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.08MShares$50.5 Million0.54% of portfolio
-
Wms Partners, LLC950KShares$44.3 Million2.91% of portfolio
-
5th Street Advisors, LLC416KShares$19.4 Million9.61% of portfolio
-
Roof Eidam & Maycock331KShares$15.5 Million4.06% of portfolio