Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 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 34,448 shares of JCPB stock, worth $1.6 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
34,448
Previous 31,728
8.57%
Holding current value
$1.6 Million
Previous $1.53 Billion
3.69%
% of portfolio
0.53%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding JCPB
# of Institutions
321Shares Held
83.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$362 Million0.03% of portfolio
-
Legacy Wealth Management, Inc3.18MShares$148 Million9.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.1MShares$144 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY2.23MShares$104 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.08MShares$96.9 Million0.14% of portfolio