Heritage Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $657K | Buy |
2,679
+185
| +7% | +$45.4K | 1% | 26 |
|
|
2024
Q4 | $598K | Sell |
2,494
-1,524
| -38% | -$365K | 0.75% | 32 |
|
|
2024
Q3 | $847K | Sell |
4,018
-1,510
| -27% | -$318K | 1% | 26 |
|
|
2024
Q2 | $1.12M | Buy |
5,528
+2,872
| +108% | +$581K | 1.62% | 18 |
|
|
2024
Q1 | $452K | Hold |
2,656
| – | – | 0.92% | 24 |
|
|
2023
Q4 | $452K | Buy |
2,656
+13
| +0.5% | +$2.21K | 0.92% | 24 |
|
|
2023
Q3 | $383K | Buy |
2,643
+1
| +0% | +$145 | 0.82% | 25 |
|
|
2023
Q2 | $384K | Buy |
+2,642
| New | +$384K | 0.23% | 53 |
|
|
2023
Q1 | – | Sell |
-2,480
| Closed | -$335K | – | 44 |
|
|
2022
Q4 | $335K | Buy |
+2,480
| New | +$335K | 0.31% | 33 |
|