Heritage Wealth Architects, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 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 43,854 shares of JCPB stock, worth $2.08 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
43,854
Previous 43,178
1.57%
Holding current value
$2.08 Million
Previous $2.03 Billion
2.62%
% of portfolio
1.28%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
397Shares Held
131MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$368 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$157 Million9.71% of portfolio