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

Heritage Wealth Management, Inc.

  • $360 Billion
  • Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 20,482 shares of JGRO stock, worth $0. This represents 0.53% of its overall portfolio holdings.

Number of Shares
20,482
Previous 18,184 12.64%
Holding current value
$0
Previous $1.7 Billion 11.5%
% of portfolio
0.53%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
2,298 Added 12.64%
20,482 $1.9 Billion
Q3 2025

Nov 04, 2025
BUY
N/A
5,367 Added 41.87%
18,184 $1.7 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
7,843 Added 157.68%
12,817 $1.1 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
4,974 New
4,974 $367 Million

Others Institutions Holding JGRO

# of Institutions
325
Shares Held
62M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JGRO Quotes by TradingView
  • Ticker JGRO
More about JGRO
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