Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 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 25,358 shares of JAVA stock, worth $1.74 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
25,358
Previous 17,939
41.36%
Holding current value
$1.74 Million
Previous $1.14 Billion
45.72%
% of portfolio
0.54%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding JAVA
# of Institutions
246Shares Held
54.7MCall Options Held
5.2KPut Options Held
4.6K-
Jpmorgan Chase & CO New York, NY13.4MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.97MShares$341 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.07MShares$211 Million4.33% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.98MShares$205 Million3.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.45MShares$168 Million0.04% of portfolio