Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History

Heritage Wealth Management, Inc.

$360 Billion
Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,876 shares of JAVA stock, worth $1.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

25,876

Previous 28,549 9.36%

Holding current value

$1.8 Million

Previous $1.97 Billion 5.74%

% of portfolio

0.52%

Previous 0.58%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$67.15 - $70.77 $179,491 - $189,168	-2,673 Reduced 9.36%	25,876 $1.86 Billion
Q3 2025 Nov 04, 2025	BUY	$64.75 - $69.05 $206,617 - $220,338	3,191 Added 12.58%	28,549 $1.97 Billion
Q2 2025 Aug 14, 2025	BUY	$56.84 - $65.5 $421,695 - $485,944	7,419 Added 41.36%	25,358 $1.66 Billion
Q1 2025 Apr 29, 2025	BUY	$61.9 - $66.89 $291,301 - $314,784	4,706 Added 35.56%	17,939 $1.14 Billion
Q4 2024 Feb 05, 2025	BUY	$63.01 - $68.55 $833,811 - $907,122	13,233 New	13,233 $838 Million

Others Institutions Holding JAVA

# of Institutions

252

Shares Held

61.8M

Call Options Held

Put Options Held

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About JP MORGAN ETF FD TR ACTIVE VAL

Ticker JAVA
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History