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

Heritage Wealth Management (California)’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$555K	Buy
2025 Q2	$502K	Sell
2025 Q1	$425K	Buy
2024 Q4	$411K	Buy
2024 Q3	$228K	Sell
2024 Q2	$220K	Sell
2024 Q1	$227K	Buy
2023 Q4	$188K	Buy