JP Morgan Chase’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484K | Sell |
18,936
-12,575
| -40% | -$327K | ﹤0.01% | 5059 |
|
|
2025
Q4 | $745K | Sell |
31,511
-5,485
| -15% | -$129K | ﹤0.01% | 4784 |
|
|
2025
Q3 | $895K | Buy |
36,996
+1,734
| +5% | +$42K | ﹤0.01% | 4670 |
|
|
2025
Q2 | $841K | Sell |
35,262
-105,718
| -75% | -$2.43M | ﹤0.01% | 4489 |
|
|
2025
Q1 | $3.43M | Sell |
140,980
-84,968
| -38% | -$2.07M | ﹤0.01% | 3468 |
|
|
2024
Q4 | $5.54M | Buy |
225,948
+102,665
| +83% | +$2.49M | ﹤0.01% | 3254 |
|
|
2024
Q3 | $2.68M | Buy |
123,283
+500
| +0.4% | +$10.7K | ﹤0.01% | 3741 |
|
|
2024
Q2 | $2.21M | Sell |
122,783
-4,053
| -3% | -$72.7K | ﹤0.01% | 3700 |
|
|
2024
Q1 | $2.46M | Buy |
126,836
+11,495
| +10% | +$221K | ﹤0.01% | 3685 |
|
|
2023
Q4 | $2.47M | Buy |
115,341
+3,285
| +3% | +$59.6K | ﹤0.01% | 3677 |
|
|
2023
Q3 | $1.83M | Sell |
112,056
-14,634
| -12% | -$255K | ﹤0.01% | 3603 |
|
|
2023
Q2 | $2.05M | Sell |
126,690
-20,477
| -14% | -$356K | ﹤0.01% | 3525 |
|
|
2023
Q1 | $3.15M | Sell |
147,167
-89,911
| -38% | -$2.43M | ﹤0.01% | 3177 |
|
|
2022
Q4 | $7.26M | Buy |
237,078
+104,374
| +79% | +$3.27M | ﹤0.01% | 2534 |
|
|
2022
Q3 | $3.51M | Buy |
132,704
+100,132
| +307% | +$2.64M | ﹤0.01% | 3028 |
|
|
2022
Q2 | $819K | Sell |
32,572
-136,945
| -81% | -$3.42M | ﹤0.01% | 4242 |
|
|
2022
Q1 | $4.25M | Buy |
169,517
+29,923
| +21% | +$764K | ﹤0.01% | 3146 |
|
|
2021
Q4 | $3.41M | Buy |
139,594
+79,183
| +131% | +$1.95M | ﹤0.01% | 3373 |
|
|
2021
Q3 | $1.54M | Sell |
60,411
-93,398
| -61% | -$2.27M | ﹤0.01% | 3976 |
|
|
2021
Q2 | $3.85M | Sell |
153,809
-100,983
| -40% | -$2.81M | ﹤0.01% | 3279 |
|
|
2021
Q1 | $7.2M | Buy |
254,792
+83,032
| +48% | +$2.18M | ﹤0.01% | 2654 |
|
|
2020
Q4 | $4.02M | Buy |
171,760
+120,304
| +234% | +$2.7M | ﹤0.01% | 2988 |
|
|
2020
Q3 | $962K | Sell |
51,456
-50,490
| -50% | -$988K | ﹤0.01% | 3665 |
|
|
2020
Q2 | $2.04M | Sell |
101,946
-90,528
| -47% | -$1.71M | ﹤0.01% | 3092 |
|
|
2020
Q1 | $3.85M | Buy |
192,474
+97,448
| +103% | +$2.41M | ﹤0.01% | 2481 |
|
|
2019
Q4 | $2.69M | Sell |
95,026
-26,841
| -22% | -$741K | ﹤0.01% | 3158 |
|
|
2019
Q3 | $3.29M | Buy |
121,867
+51,313
| +73% | +$1.42M | ﹤0.01% | 3058 |
|
|
2019
Q2 | $2.05M | Buy |
70,554
+8,750
| +14% | +$263K | ﹤0.01% | 3362 |
|
|
2019
Q1 | $1.86M | Buy |
61,804
+19,275
| +45% | +$604K | ﹤0.01% | 3379 |
|
|
2018
Q4 | $1.26M | Buy |
42,529
+4,171
| +11% | +$136K | ﹤0.01% | 3591 |
|
|
2018
Q3 | $1.35M | Sell |
38,358
-77,706
| -67% | -$2.79M | ﹤0.01% | 3721 |
|
|
2018
Q2 | $4.04M | Sell |
116,064
-53,920
| -32% | -$1.73M | ﹤0.01% | 2846 |
|
|
2018
Q1 | $5.2M | Sell |
169,984
-340,188
| -67% | -$10.5M | ﹤0.01% | 2545 |
|
|
2017
Q4 | $15.7M | Buy |
510,172
+69,862
| +16% | +$2.15M | ﹤0.01% | 1761 |
|
|
2017
Q3 | $13.1M | Buy |
440,310
+6,513
| +2% | +$175K | ﹤0.01% | 1791 |
|
|
2017
Q2 | $11.5M | Sell |
433,797
-43,525
| -9% | -$1.09M | ﹤0.01% | 1869 |
|
|
2017
Q1 | $11.8M | Buy |
477,322
+370,180
| +346% | +$9.27M | ﹤0.01% | 1820 |
|
|
2016
Q4 | $2.76M | Buy |
107,142
+36,037
| +51% | +$771K | ﹤0.01% | 2871 |
|
|
2016
Q3 | $1.28M | Buy |
71,105
+29,667
| +72% | +$530K | ﹤0.01% | 3017 |
|
|
2016
Q2 | $729K | Sell |
41,438
-1,890
| -4% | -$33.4K | ﹤0.01% | 3291 |
|
|
2016
Q1 | $761K | Sell |
43,328
-41,272
| -49% | -$727K | ﹤0.01% | 3175 |
|
|
2015
Q4 | $1.59M | Sell |
84,600
-500
| -0.6% | -$9.45K | ﹤0.01% | 2874 |
|
|
2015
Q3 | $1.6M | Buy |
85,100
+1,390
| +2% | +$25.1K | ﹤0.01% | 2858 |
|
|
2015
Q2 | $1.5M | Buy |
83,710
+848
| +1% | +$14.7K | ﹤0.01% | 3075 |
|
|
2015
Q1 | $1.41M | Sell |
82,862
-5,904
| -7% | -$96.5K | ﹤0.01% | 3039 |
|
|
2014
Q4 | $1.56M | Buy |
88,766
+50,643
| +133% | +$869K | ﹤0.01% | 3102 |
|
|
2014
Q3 | $603K | Buy |
38,123
+261
| +0.7% | +$4.23K | ﹤0.01% | 3578 |
|
|
2014
Q2 | $609K | Buy |
+37,862
| New | +$615K | ﹤0.01% | 3047 |
|
|
2013
Q4 | – | Sell |
-16,816
| Closed | -$261K | – | 4152 |
|
|
2013
Q3 | $261K | Buy |
+16,816
| New | +$264K | ﹤0.01% | 3937 |
|
Other funds holding HFWA
VCM
BCM
