JP Morgan Chase’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.7M | Buy |
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|
2025
Q2 | $18.3M | Sell |
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|
2025
Q1 | $18.5M | Sell |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $22.9M | Sell |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $9.85M | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $9.47M | Buy |
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|
2022
Q1 | $9.35M | Buy |
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|
2021
Q4 | $7.98M | Buy |
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|
2021
Q3 | $7.32M | Sell |
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|
2021
Q2 | $8.03M | Sell |
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|
2021
Q1 | $9.14M | Buy |
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|
2020
Q4 | $5.13M | Buy |
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|
2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.2M | Sell |
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|
2018
Q3 | $1.67M | Sell |
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|
2018
Q2 | $2.04M | Buy |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $869K | Sell |
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|
2017
Q2 | $882K | Buy |
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|
2017
Q1 | $829K | Sell |
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|
2016
Q4 | $1.44M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $176K | Buy |
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