Heritage Oak Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2024 Q4	–	Sell
2024 Q3	$223K	Buy