Heritage Oak Wealth Advisors LLC Jpmorgan Chase & CO Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 757 shares of JPM stock, worth $227,380. This represents 0.09% of its overall portfolio holdings.
Number of Shares
757
Previous 694
9.08%
Holding current value
$227,380
Previous $219 Million
11.43%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding JPM
# of Institutions
5,483Shares Held
1.96BCall Options Held
27.7MPut Options Held
31.2M-
Vanguard Group Inc Valley Forge, PA266MShares$79.9 Billion1.3% of portfolio
-
Black Rock Inc. New York, NY199MShares$59.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.6 Billion1.41% of portfolio
-
Morgan Stanley New York, NY65.4MShares$19.7 Billion1.3% of portfolio
-
Geode Capital Management, LLC Boston, MA61.3MShares$18.4 Billion1.27% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $881B
- 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 ...