HWA
Heritage Way Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.52M | Sell |
22,211
-223
| -1% | -$35.3K | 1.32% | 28 |
|
|
2021
Q3 | $3.67M | Sell |
22,434
-39
| -0.2% | -$6.38K | 1.53% | 20 |
|
|
2021
Q2 | $3.5M | Sell |
22,473
-315
| -1% | -$49K | 1.44% | 24 |
|
|
2021
Q1 | $3.47M | Sell |
22,788
-794
| -3% | -$121K | 1.52% | 22 |
|
|
2020
Q4 | $3M | Buy |
23,582
+415
| +2% | +$52.7K | 1.38% | 31 |
|
|
2020
Q3 | $2.23M | Buy |
23,167
+425
| +2% | +$40.9K | 1.17% | 42 |
|
|
2020
Q2 | $2.14M | Buy |
22,742
+52
| +0.2% | +$4.89K | 1.25% | 38 |
|
|
2020
Q1 | $2.04M | Sell |
22,690
-367
| -2% | -$33K | 1.47% | 29 |
|
|
2019
Q4 | $3.21M | Buy |
23,057
+92
| +0.4% | +$12.8K | 1.86% | 12 |
|
|
2019
Q3 | $2.7M | Buy |
22,965
+481
| +2% | +$56.6K | 1.71% | 24 |
|
|
2019
Q2 | $2.51M | Buy |
22,484
+270
| +1% | +$30.2K | 1.6% | 26 |
|
|
2019
Q1 | $2.25M | Buy |
22,214
+37
| +0.2% | +$3.75K | 1.51% | 34 |
|
|
2018
Q4 | $2.17M | Buy |
22,177
+1,252
| +6% | +$122K | 1.66% | 28 |
|
|
2018
Q3 | $2.36M | Buy |
20,925
+225
| +1% | +$25.4K | 1.63% | 27 |
|
|
2018
Q2 | $2.16M | Sell |
20,700
-1,100
| -5% | -$115K | 1.58% | 30 |
|
|
2018
Q1 | $2.4M | Sell |
21,800
-75
| -0.3% | -$8.25K | 1.86% | 20 |
|
|
2017
Q4 | $2.34M | Buy |
21,875
+200
| +0.9% | +$21.4K | 1.76% | 22 |
|
|
2017
Q3 | $2.07M | Sell |
21,675
-150
| -0.7% | -$14.3K | 1.7% | 24 |
|
|
2017
Q2 | $2M | Buy |
21,825
+1,325
| +6% | +$121K | 1.7% | 26 |
|
|
2017
Q1 | $1.8M | Buy |
20,500
+275
| +1% | +$24.2K | 1.66% | 33 |
|
|
2016
Q4 | $1.75M | Buy |
+20,225
| New | +$1.75M | 1.72% | 28 |
|