Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 28,549 shares of JAVA stock, worth $1.99 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

28,549

Previous 25,358 12.58%

Holding current value

$1.99 Million

Previous $1.66 Billion 18.53%

% of portfolio

0.58%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$64.75 - $69.05 $206,617 - $220,338	3,191 Added 12.58%	28,549 $1.97 Billion
Q2 2025 Aug 14, 2025	BUY	$56.84 - $65.5 $421,695 - $485,944	7,419 Added 41.36%	25,358 $1.66 Billion
Q1 2025 Apr 29, 2025	BUY	$61.9 - $66.89 $291,301 - $314,784	4,706 Added 35.56%	17,939 $1.14 Billion
Q4 2024 Feb 05, 2025	BUY	$63.01 - $68.55 $833,811 - $907,122	13,233 New	13,233 $838 Million

Others Institutions Holding JAVA

# of Institutions

247

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

More about JAVA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Account

Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History