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

Heritage Wealth Management (Ohio)’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
2025 Q2	$9.2M	Sell
2025 Q1	$7.96M	Sell
2024 Q4	$8.09M	Sell
2024 Q3	$7.15M	Sell
2024 Q2	$6.98M	Buy