Heritage Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $893K | Buy |
|
|||||
|
2025
Q2 | $722K | Sell |
|
|||||
|
2025
Q1 | $633K | Sell |
|
|||||
|
2024
Q4 | $638K | Buy |
|
|||||
|
2024
Q3 | $533K | Buy |
|
|||||
|
2024
Q2 | $507K | Sell |
|
|||||
|
2024
Q1 | $524K | Sell |
|
|||||
|
2023
Q4 | $454K | Buy |
|
|||||
|
2023
Q3 | $341K | Buy |
|
|||||
|
2023
Q2 | $252K | Sell |
|
|||||
|
2023
Q1 | $284K | Sell |
|
|||||
|
2022
Q4 | $297K | Sell |
|
|||||
|
2022
Q3 | $241K | Sell |
|
|||||
|
2022
Q2 | $282K | Buy |
|
|||||
|
2022
Q1 | $331K | Sell |
|
|||||
|
2021
Q4 | $387K | Buy |
|