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 21,993 shares of JEPI stock, worth $1.3 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
21,993
Previous 19,014
15.67%
Holding current value
$1.3 Million
Previous $1.13 Billion
11.82%
% of portfolio
0.42%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,302Shares Held
301MCall Options Held
284KPut Options Held
338K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$454 Million0.08% of portfolio