Heritage Wealth Management, Inc./Texas Jpmorgan Chase & CO Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,436 shares of JPM stock, worth $428,703. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,436
Previous 1,423
0.91%
Holding current value
$428,703
Previous $349 Million
19.28%
% of portfolio
0.21%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding JPM
# of Institutions
5,348Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$81.2 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.3 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.4 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$18.2 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $876B
- Description
- JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...