Heritage Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$50.88 - $56.78 $61,361 - $68,476
1,206 Added 100.0%
2,412 $131,000
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $61,783 - $69,742
1,206 New
1,206 $62,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email