HWMO
Heritage Wealth Management (Ohio)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Sell |
31,743
-714
| -2% | -$207K | 2.98% | 5 |
|
|
2025
Q1 | $7.96M | Sell |
32,457
-1,284
| -4% | -$315K | 2.71% | 5 |
|
|
2024
Q4 | $8.09M | Sell |
33,741
-170
| -0.5% | -$40.8K | 2.69% | 5 |
|
|
2024
Q3 | $7.15M | Sell |
33,911
-184
| -0.5% | -$38.8K | 2.34% | 6 |
|
|
2024
Q2 | $6.98M | Buy |
+34,095
| New | +$6.98M | 2.34% | 6 |
|