Heritage Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
2,489
-92
| -4% | -$26.7K | 0.07% | 52 |
|
|
2025
Q1 | $633K | Sell |
2,581
-82
| -3% | -$20.1K | 0.06% | 56 |
|
|
2024
Q4 | $638K | Buy |
2,663
+134
| +5% | +$32.1K | 0.08% | 53 |
|
|
2024
Q3 | $533K | Buy |
2,529
+24
| +1% | +$5.06K | 0.07% | 62 |
|
|
2024
Q2 | $507K | Sell |
2,505
-110
| -4% | -$22.2K | 0.07% | 61 |
|
|
2024
Q1 | $524K | Sell |
2,615
-54
| -2% | -$10.8K | 0.08% | 60 |
|
|
2023
Q4 | $454K | Buy |
2,669
+320
| +14% | +$54.4K | 0.08% | 64 |
|
|
2023
Q3 | $341K | Buy |
2,349
+615
| +35% | +$89.2K | 0.07% | 61 |
|
|
2023
Q2 | $252K | Sell |
1,734
-443
| -20% | -$64.4K | 0.05% | 66 |
|
|
2023
Q1 | $284K | Sell |
2,177
-39
| -2% | -$5.08K | 0.06% | 62 |
|
|
2022
Q4 | $297K | Sell |
2,216
-97
| -4% | -$13K | 0.08% | 63 |
|
|
2022
Q3 | $241K | Sell |
2,313
-192
| -8% | -$20K | 0.15% | 55 |
|
|
2022
Q2 | $282K | Buy |
2,505
+74
| +3% | +$8.33K | 0.16% | 53 |
|
|
2022
Q1 | $331K | Sell |
2,431
-13
| -0.5% | -$1.77K | 0.22% | 55 |
|
|
2021
Q4 | $387K | Buy |
+2,444
| New | +$387K | 0.3% | 45 |
|