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

Heritage Wealth Management, Inc.

$309 Billion
Q2 2025

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 49,188 shares of JCPB stock, worth $2.33 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

49,188

Previous 40,098 22.67%

Holding current value

$2.33 Million

Previous $1.89 Billion 22.72%

% of portfolio

0.75%

Previous 0.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.9 - $47.2 $417,231 - $429,048	9,090 Added 22.67%	49,188 $2.31 Billion
Q1 2025 Apr 29, 2025	BUY	$45.56 - $47.23 $257,414 - $266,849	5,650 Added 16.4%	40,098 $1.89 Billion
Q4 2024 Feb 05, 2025	BUY	$46.07 - $48.17 $125,310 - $131,022	2,720 Added 8.57%	34,448 $1.59 Billion
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

396

Shares Held

131M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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