Heritage Oak Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Heritage Oak Wealth Advisors LLC
- $259 Billion
- Q2 2025
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 27,859 shares of JPIE stock, worth $1.29 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
27,859Holding current value
$1.29 Million% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding JPIE
# of Institutions
351Shares Held
60.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio