Heritage Oak Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,205 shares of JCPB stock, worth $238,753. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,205Holding current value
$238,753% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
300Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$357 Million0.03% of portfolio
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Legacy Wealth Management, Inc3.02MShares$138 Million9.44% of portfolio
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Jpmorgan Chase & CO New York, NY2.23MShares$102 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$95.5 Million0.14% of portfolio
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Wms Partners, LLC1.66MShares$76.3 Million4.72% of portfolio