Heritage Financial Services, LLC J P Morgan Exchange Traded Fd Transaction History
Heritage Financial Services, LLC
- $678 Million
- Q2 2024
A detailed history of Heritage Financial Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Financial Services, LLC holds 3,960 shares of JEPI stock, worth $232,927. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,960Holding current value
$232,927% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$744 Million0.18% of portfolio
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Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio