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 Q4	$853K	Sell	2,646 -185	-7%	-$57.3K	0.07%	50
2025 Q3	$893K	Buy	2,831 +342	+14%	+$102K	0.08%	47
2025 Q2	$722K	Sell	2,489 -92	-4%	-$23.5K	0.07%	52
2025 Q1	$633K	Sell	2,581 -82	-3%	-$20.9K	0.06%	56
2024 Q4	$638K	Buy	2,663 +134	+5%	+$31.2K	0.08%	53
2024 Q3	$533K	Buy	2,529 +24	+1%	+$5.05K	0.07%	62
2024 Q2	$507K	Sell	2,505 -110	-4%	-$21.5K	0.07%	61
2024 Q1	$524K	Sell	2,615 -54	-2%	-$9.74K	0.08%	60
2023 Q4	$454K	Buy	2,669 +320	+14%	+$48.5K	0.08%	64
2023 Q3	$341K	Buy	2,349 +615	+35%	+$92.2K	0.07%	61
2023 Q2	$252K	Sell	1,734 -443	-20%	-$60.9K	0.05%	66
2023 Q1	$284K	Sell	2,177 -39	-2%	-$5.34K	0.06%	62
2022 Q4	$297K	Sell	2,216 -97	-4%	-$12.3K	0.08%	63
2022 Q3	$241K	Sell	2,313 -192	-8%	-$22K	0.15%	55
2022 Q2	$282K	Buy	2,505 +74	+3%	+$9.17K	0.16%	53
2022 Q1	$331K	Sell	2,431 -13	-0.5%	-$1.92K	0.22%	55
2021 Q4	$387K	Buy	+2,444	New	+$401K	0.3%	45