Heritage Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 19,268 shares of JPST stock, worth $973,226. This represents 1.15% of its overall portfolio holdings.
Number of Shares
19,268
Previous 20,417
5.63%
Holding current value
$973,226
Previous $1.03 Billion
5.12%
% of portfolio
1.15%
Previous 1.49%
Shares
6 transactions
Others Institutions Holding JPST
# of Institutions
1,056Shares Held
365MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.71 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.85 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$691 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$687 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio