Heritage Wealth Architects, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 4,135 shares of JEPQ stock, worth $239,085. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,135Holding current value
$239,085% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
918Shares Held
178MCall Options Held
2.02MPut Options Held
842K-
Jpmorgan Chase & CO New York, NY28MShares$1.62 Billion0.11% of portfolio
-
Morgan Stanley New York, NY21.1MShares$1.22 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$826 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$682 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.81MShares$452 Million0.09% of portfolio