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

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 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 18,184 shares of JGRO stock, worth $0. This represents 0.5% of its overall portfolio holdings.

Number of Shares
18,184
Previous 12,817 41.87%
Holding current value
$0
Previous $1.1 Billion 54.53%
% of portfolio
0.5%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
N/A
5,367 Added 41.87%
18,184 $1.7 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
7,843 Added 157.68%
12,817 $1.1 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
4,974 New
4,974 $367 Million

Others Institutions Holding JGRO

# of Institutions
317
Shares Held
61.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JGRO Quotes by TradingView
  • Ticker JGRO
More about JGRO
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