Heritage Wealth Management, Inc. Jpmorgan Chase & CO Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 33,911 shares of JPM stock, worth $8.17 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
33,911
Previous 34,095
0.54%
Holding current value
$8.17 Million
Previous $6.98 Billion
2.41%
% of portfolio
2.34%
Previous 2.34%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
4,612Shares Held
1.96BCall Options Held
29.8MPut Options Held
35.7M-
Vanguard Group Inc Valley Forge, PA272MShares$65.5 Billion1.05% of portfolio
-
Black Rock Inc. New York, NY199MShares$47.8 Billion0.92% of portfolio
-
State Street Corp Boston, MA126MShares$30.4 Billion1.1% of portfolio
-
Morgan Stanley New York, NY69.2MShares$16.7 Billion1.08% of portfolio
-
Geode Capital Management, LLC Boston, MA58.3MShares$14 Billion1.01% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $706B
- Description
- JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...