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 19,014 shares of JEPI stock, worth $1.12 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
19,014
Previous 17,341
9.65%
Holding current value
$1.12 Million
Previous $978 Million
15.73%
% of portfolio
0.37%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,215Shares Held
283MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio