Heritage Wealth Management (Arizona)’s JPMorgan Chase JPM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$282K	Buy	2,104 +1,252	+147%	+$159K	0.04%	298
2022 Q3	$89K	Sell	852 -7,242	-89%	-$831K	0.03%	334
2022 Q2	$911K	Sell	8,094 -3,361	-29%	-$416K	0.3%	61
2022 Q1	$1.56M	Buy	+11,455	New	+$1.69M	0.42%	46
2021 Q3	$1.92M	Buy	11,730 +1,534	+15%	+$240K	0.68%	27
2021 Q2	$1.59M	Buy	10,196 +331	+3%	+$52K	0.6%	31
2021 Q1	$1.5M	Buy	+9,865	New	+$1.42M	0.85%	26

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JPM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its JPMorgan Chase (JPM) stake by 147% in Q4 2022, buying an estimated $159K and bringing the position to 2,104 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #298.

Heritage Wealth Management (Arizona) first reported a position in JPM in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.92M in Q3 2021. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,104 shares of JPMorgan Chase worth $282K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,252 JPMorgan Chase shares in Q4 2022, an estimated $159K.
JPMorgan Chase made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #298 holding.
Heritage Wealth Management (Arizona) first reported a position in JPMorgan Chase in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s JPMorgan Chase position peaked at $1.92M in Q3 2021.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.