Heritage Wealth Architects, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 38,725 shares of JCPB stock, worth $1.82 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
38,725Holding current value
$1.82 Million% of portfolio
1.77%Shares
1 transactions
Others Institutions Holding JCPB
# of Institutions
368Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$379 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$181 Million0.07% of portfolio
-
Hb Wealth Management, LLC3.78MShares$177 Million1.5% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$163 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$152 Million10.14% of portfolio