Heritage Wealth Management (California)’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 | $502K | Sell |
1,732
-2
| -0.1% | -$580 | 0.34% | 50 |
|
|
2025
Q1 | $425K | Buy |
1,734
+18
| +1% | +$4.42K | 0.32% | 53 |
|
|
2024
Q4 | $411K | Buy |
1,716
+634
| +59% | +$152K | 0.3% | 52 |
|
|
2024
Q3 | $228K | Sell |
1,082
-4
| -0.4% | -$844 | 0.16% | 72 |
|
|
2024
Q2 | $220K | Sell |
1,086
-46
| -4% | -$9.31K | 0.16% | 70 |
|
|
2024
Q1 | $227K | Buy |
1,132
+27
| +2% | +$5.41K | 0.17% | 70 |
|
|
2023
Q4 | $188K | Buy |
+1,105
| New | +$188K | 0.15% | 71 |
|