Heritage Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Management, Inc.
- $294 Billion
- Q1 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 3,997 shares of JMEE stock, worth $215,997. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,997Holding current value
$215,997% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding JMEE
# of Institutions
149Shares Held
19.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.6MShares$574 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$82.6 Million0.04% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO820KShares$44.3 Million5.6% of portfolio
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Cwm, LLC418KShares$22.6 Million0.1% of portfolio
-
Total Wealth Planning, LLC397KShares$21.4 Million3.62% of portfolio