Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History

Heritage Wealth Management, Inc.

$294 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 50,620 shares of JSCP stock, worth $2.39 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

50,620

Previous 53,475 5.34%

Holding current value

$2.39 Million

Previous $2.49 Billion 4.16%

% of portfolio

0.81%

Previous 0.83%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$46.45 - $47.26 $132,614 - $134,927	-2,855 Reduced 5.34%	50,620 $2.39 Billion
Q4 2024 Feb 05, 2025	SELL	$46.63 - $47.41 $29,563 - $30,057	-634 Reduced 1.17%	53,475 $2.49 Billion
Q3 2024 Oct 31, 2024	BUY	$46.16 - $47.63 $212,289 - $219,050	4,599 Added 9.29%	54,109 $2.57 Billion
Q2 2024 Sep 09, 2024	BUY	$45.82 - $46.47 $2.27 Million - $2.3 Million	49,510 New	49,510 $2.3 Billion

Others Institutions Holding JSCP

# of Institutions

Shares Held

10.2M

Call Options Held

Put Options Held

View Full List

About JP MORGAN EXCH-TRADED FD TR SH

Ticker JSCP
Sector ETFs
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Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History