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 6,935 shares of JMEE stock, worth $435,101. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,935
Previous 5,558 24.78%
Holding current value
$435,101
Previous $329 Million 33.67%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 04, 2025
BUY
$59.19 - $64.47 $81,504 - $88,775
1,377 Added 24.78%
6,935 $440 Million
Q2 2025

Aug 14, 2025
BUY
$49.07 - $59.23 $76,598 - $92,458
1,561 Added 39.05%
5,558 $329 Million
Q1 2025

Apr 29, 2025
BUY
$54.51 - $63.63 $217,876 - $254,329
3,997 New
3,997 $224 Million

Others Institutions Holding JMEE

# of Institutions
157
Shares Held
23.6M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JMEE Quotes by TradingView
  • Ticker JMEE
  • Sector ETFs
  • Industry ETFs
More about JMEE
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