Heritage Wealth Management (Arizona)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $282K | Buy |
2,104
+1,252
| +147% | +$168K | 0.04% | 298 |
|
|
2022
Q3 | $89K | Sell |
852
-7,242
| -89% | -$757K | 0.03% | 334 |
|
|
2022
Q2 | $911K | Sell |
8,094
-3,361
| -29% | -$378K | 0.3% | 61 |
|
|
2022
Q1 | $1.56M | Buy |
+11,455
| New | +$1.56M | 0.42% | 46 |
|
|
2021
Q3 | $1.92M | Buy |
11,730
+1,534
| +15% | +$251K | 0.68% | 27 |
|
|
2021
Q2 | $1.59M | Buy |
10,196
+331
| +3% | +$51.5K | 0.6% | 31 |
|
|
2021
Q1 | $1.5M | Buy |
+9,865
| New | +$1.5M | 0.85% | 26 |
|