Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 31,728 shares of JCPB stock, worth $1.46 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
31,728
Previous 25,682 23.54%
Holding current value
$1.46 Million
Previous $1.19 Billion 28.22%
% of portfolio
0.5%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$45.87 - $48.53 $277,330 - $293,412
6,046 Added 23.54%
31,728 $1.53 Billion
Q2 2024

Sep 09, 2024
BUY
$45.27 - $46.67 $1.16 Million - $1.2 Million
25,682 New
25,682 $1.19 Billion

Others Institutions Holding JCPB

# of Institutions
300
Shares Held
73.5M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email