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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $573K | Hold |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $749K | Sell |
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|
2021
Q4 | $874K | Buy |
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