Heritage Way Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.52M | Sell |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $3.47M | Sell |
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|
2020
Q4 | $3M | Buy |
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|
2020
Q3 | $2.23M | Buy |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | $2.04M | Sell |
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|
2019
Q4 | $3.21M | Buy |
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|
2019
Q3 | $2.7M | Buy |
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|
2019
Q2 | $2.51M | Buy |
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|
2019
Q1 | $2.25M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.36M | Buy |
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|
2018
Q2 | $2.16M | Sell |
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|
2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $2.34M | Buy |
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|
2017
Q3 | $2.07M | Sell |
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|
2017
Q2 | $2M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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