Heritage Wealth Management (Texas)’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	$416K	Buy	1,436 +13	+0.9%	+$3.77K	0.21%	24
2025 Q1	$349K	Buy	1,423 +1	+0.1%	+$245	0.2%	27
2024 Q4	$341K	Sell	1,422 -91	-6%	-$21.8K	0.2%	25
2024 Q3	$319K	Buy	1,513 +2	+0.1%	+$422	0.18%	29
2024 Q2	$306K	Buy	+1,511	New	+$306K	0.19%	30