Heritage Wealth Management, Inc. Jp Morgan Exch Traded Fd Tr Sh Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
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 53,475 shares of JSCP stock, worth $2.52 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
53,475
Previous 54,109
1.17%
Holding current value
$2.52 Million
Previous $2.57 Billion
3.02%
% of portfolio
0.83%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding JSCP
# of Institutions
83Shares Held
7.7MCall Options Held
0Put Options Held
0-
Ep Wealth Advisors, LLC Torrance, CA1.23MShares$57.9 Million0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY1.22MShares$57.3 Million0.0% of portfolio
-
Wms Partners, LLC1.06MShares$49.8 Million2.84% of portfolio
-
5th Street Advisors, LLC426KShares$20.1 Million10.32% of portfolio
-
Roof Eidam & Maycock308KShares$14.5 Million3.77% of portfolio