HIG
Heritage Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
4,872
-236
| -5% | -$68.4K | 0.24% | 37 |
|
|
2025
Q1 | $1.25M | Buy |
5,108
+381
| +8% | +$93.5K | 0.24% | 33 |
|
|
2024
Q4 | $1.13M | Sell |
4,727
-183
| -4% | -$43.9K | 0.21% | 35 |
|
|
2024
Q3 | $1.04M | Buy |
4,910
+510
| +12% | +$108K | 0.2% | 34 |
|
|
2024
Q2 | $890K | Sell |
4,400
-26
| -0.6% | -$5.26K | 0.18% | 37 |
|
|
2024
Q1 | $887K | Buy |
4,426
+235
| +6% | +$47.1K | 0.18% | 37 |
|
|
2023
Q4 | $713K | Buy |
4,191
+200
| +5% | +$34K | 0.16% | 37 |
|
|
2023
Q3 | $579K | Buy |
3,991
+49
| +1% | +$7.11K | 0.16% | 43 |
|
|
2023
Q2 | $573K | Hold |
3,942
| – | – | 0.16% | 40 |
|
|
2023
Q1 | $514K | Sell |
3,942
-318
| -7% | -$41.5K | 0.16% | 37 |
|
|
2022
Q4 | $571K | Sell |
4,260
-76
| -2% | -$10.2K | 0.18% | 35 |
|
|
2022
Q3 | $453K | Sell |
4,336
-1,006
| -19% | -$105K | 0.28% | 40 |
|
|
2022
Q2 | $602K | Sell |
5,342
-153
| -3% | -$17.2K | 0.35% | 32 |
|
|
2022
Q1 | $749K | Sell |
5,495
-25
| -0.5% | -$3.41K | 0.54% | 26 |
|
|
2021
Q4 | $874K | Buy |
+5,520
| New | +$874K | 0.69% | 24 |
|