Heritage Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Sell	4,852 -97	-2%	-$29.4K	0.22%	38
2025 Q4	$1.59M	Sell	4,949 -163	-3%	-$50.5K	0.24%	35
2025 Q3	$1.61M	Buy	5,112 +240	+5%	+$71.4K	0.26%	35
2025 Q2	$1.41M	Sell	4,872 -236	-5%	-$60.2K	0.24%	37
2025 Q1	$1.25M	Buy	5,108 +381	+8%	+$97.1K	0.24%	33
2024 Q4	$1.13M	Sell	4,727 -183	-4%	-$42.6K	0.21%	35
2024 Q3	$1.04M	Buy	4,910 +510	+12%	+$107K	0.2%	34
2024 Q2	$890K	Sell	4,400 -26	-0.6%	-$5.08K	0.18%	37
2024 Q1	$887K	Buy	4,426 +235	+6%	+$42.4K	0.18%	37
2023 Q4	$713K	Buy	4,191 +200	+5%	+$30.3K	0.16%	37
2023 Q3	$579K	Buy	3,991 +49	+1%	+$7.34K	0.16%	43
2023 Q2	$573K	Hold	3,942	–	–	0.16%	40
2023 Q1	$514K	Sell	3,942 -318	-7%	-$43.6K	0.16%	37
2022 Q4	$571K	Sell	4,260 -76	-2%	-$9.63K	0.18%	35
2022 Q3	$453K	Sell	4,336 -1,006	-19%	-$115K	0.28%	40
2022 Q2	$602K	Sell	5,342 -153	-3%	-$19K	0.35%	32
2022 Q1	$749K	Sell	5,495 -25	-0.5%	-$3.69K	0.54%	26
2021 Q4	$874K	Buy	+5,520	New	+$907K	0.69%	24