Heritage Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
10,853
-1,176
| -10% | -$341K | 0.15% | 48 |
|
|
2025
Q1 | $2.95M | Sell |
12,029
-440
| -4% | -$108K | 0.15% | 48 |
|
|
2024
Q4 | $2.99M | Sell |
12,469
-163
| -1% | -$39.1K | 0.15% | 49 |
|
|
2024
Q3 | $2.66M | Buy |
12,632
+502
| +4% | +$106K | 0.13% | 52 |
|
|
2024
Q2 | $2.45M | Sell |
12,130
-392
| -3% | -$79.3K | 0.11% | 52 |
|
|
2024
Q1 | $2.51M | Sell |
12,522
-3,682
| -23% | -$738K | 0.11% | 54 |
|
|
2023
Q4 | $2.76M | Sell |
16,204
-992
| -6% | -$169K | 0.14% | 51 |
|
|
2023
Q3 | $2.49M | Sell |
17,196
-333
| -2% | -$48.3K | 0.14% | 48 |
|
|
2023
Q2 | $2.55M | Buy |
17,529
+88
| +0.5% | +$12.8K | 0.13% | 49 |
|
|
2023
Q1 | $2.27M | Sell |
17,441
-207
| -1% | -$27K | 0.13% | 48 |
|
|
2022
Q4 | $2.37M | Sell |
17,648
-509
| -3% | -$68.3K | 0.14% | 51 |
|
|
2022
Q3 | $1.9M | Sell |
18,157
-370
| -2% | -$38.7K | 0.14% | 51 |
|
|
2022
Q2 | $2.09M | Sell |
18,527
-21,532
| -54% | -$2.42M | 0.15% | 48 |
|
|
2022
Q1 | $5.46M | Sell |
40,059
-78
| -0.2% | -$10.6K | 0.3% | 37 |
|
|
2021
Q4 | $6.36M | Buy |
40,137
+1,170
| +3% | +$185K | 0.35% | 37 |
|
|
2021
Q3 | $6.38M | Sell |
38,967
-248
| -0.6% | -$40.6K | 0.39% | 35 |
|
|
2021
Q2 | $6.1M | Sell |
39,215
-8,704
| -18% | -$1.35M | 0.38% | 37 |
|
|
2021
Q1 | $7.29M | Sell |
47,919
-1,644
| -3% | -$250K | 0.44% | 34 |
|
|
2020
Q4 | $6.3M | Buy |
49,563
+33,930
| +217% | +$4.31M | 0.39% | 37 |
|
|
2020
Q3 | $1.5M | Sell |
15,633
-543
| -3% | -$52.3K | 0.19% | 47 |
|
|
2020
Q2 | $1.52M | Buy |
16,176
+105
| +0.7% | +$9.88K | 0.21% | 46 |
|
|
2020
Q1 | $1.45M | Buy |
16,071
+6,468
| +67% | +$582K | 0.26% | 43 |
|
|
2019
Q4 | $1.34M | Buy |
9,603
+675
| +8% | +$94.1K | 0.18% | 57 |
|
|
2019
Q3 | $1.05M | Buy |
8,928
+2,246
| +34% | +$264K | 0.15% | 60 |
|
|
2019
Q2 | $747K | Buy |
6,682
+1,267
| +23% | +$142K | 0.11% | 73 |
|
|
2019
Q1 | $548K | Buy |
5,415
+151
| +3% | +$15.3K | 0.09% | 73 |
|
|
2018
Q4 | $513K | Buy |
5,264
+52
| +1% | +$5.07K | 0.1% | 75 |
|
|
2018
Q3 | $588K | Sell |
5,212
-24
| -0.5% | -$2.71K | 0.12% | 71 |
|
|
2018
Q2 | $545K | Buy |
5,236
+1
| +0% | +$104 | 0.2% | 66 |
|
|
2018
Q1 | $575K | Buy |
5,235
+18
| +0.3% | +$1.98K | 0.24% | 61 |
|
|
2017
Q4 | $558K | Sell |
5,217
-42
| -0.8% | -$4.49K | 0.24% | 63 |
|
|
2017
Q3 | $503K | Buy |
5,259
+406
| +8% | +$38.8K | 0.25% | 60 |
|
|
2017
Q2 | $443K | Buy |
4,853
+102
| +2% | +$9.31K | 0.23% | 61 |
|
|
2017
Q1 | $418K | Buy |
4,751
+363
| +8% | +$31.9K | 0.23% | 61 |
|
|
2016
Q4 | $379K | Buy |
4,388
+3
| +0.1% | +$259 | 0.25% | 53 |
|
|
2016
Q3 | $293K | Buy |
4,385
+3
| +0.1% | +$200 | 0.2% | 69 |
|
|
2016
Q2 | $273K | Buy |
+4,382
| New | +$273K | 0.18% | 75 |
|