JPMorgan Chase & Co’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
1,838,757
-107,922
| -6% | -$1.07M | ﹤0.01% | 1790 |
|
|
2025
Q1 | $18.5M | Sell |
1,946,679
-99,731
| -5% | -$949K | ﹤0.01% | 1750 |
|
|
2024
Q4 | $19.2M | Sell |
2,046,410
-266,625
| -12% | -$2.5M | ﹤0.01% | 1780 |
|
|
2024
Q3 | $22.9M | Sell |
2,313,035
-32,023
| -1% | -$316K | ﹤0.01% | 1623 |
|
|
2024
Q2 | $20.4M | Buy |
2,345,058
+683,242
| +41% | +$5.94M | ﹤0.01% | 1646 |
|
|
2024
Q1 | $14.3M | Buy |
1,661,816
+98,093
| +6% | +$842K | ﹤0.01% | 1906 |
|
|
2023
Q4 | $15.5M | Buy |
1,563,723
+400,286
| +34% | +$3.97M | ﹤0.01% | 1794 |
|
|
2023
Q3 | $9.85M | Sell |
1,163,437
-84,428
| -7% | -$715K | ﹤0.01% | 1976 |
|
|
2023
Q2 | $10.3M | Sell |
1,247,865
-33,641
| -3% | -$279K | ﹤0.01% | 2022 |
|
|
2023
Q1 | $10.7M | Buy |
1,281,506
+51,458
| +4% | +$429K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $16M | Buy |
1,230,048
+83,682
| +7% | +$1.09M | ﹤0.01% | 1581 |
|
|
2022
Q3 | $13M | Buy |
1,146,366
+260,819
| +29% | +$2.96M | ﹤0.01% | 1700 |
|
|
2022
Q2 | $9.47M | Buy |
885,547
+54,205
| +7% | +$579K | ﹤0.01% | 1934 |
|
|
2022
Q1 | $9.35M | Buy |
831,342
+162,840
| +24% | +$1.83M | ﹤0.01% | 2098 |
|
|
2021
Q4 | $7.98M | Buy |
668,502
+39,131
| +6% | +$467K | ﹤0.01% | 2252 |
|
|
2021
Q3 | $7.32M | Sell |
629,371
-92,248
| -13% | -$1.07M | ﹤0.01% | 2308 |
|
|
2021
Q2 | $8.03M | Sell |
721,619
-26,560
| -4% | -$296K | ﹤0.01% | 2310 |
|
|
2021
Q1 | $9.14M | Buy |
748,179
+170,029
| +29% | +$2.08M | ﹤0.01% | 2197 |
|
|
2020
Q4 | $5.13M | Buy |
578,150
+192,136
| +50% | +$1.7M | ﹤0.01% | 2417 |
|
|
2020
Q3 | $2.56M | Buy |
386,014
+22,849
| +6% | +$151K | ﹤0.01% | 2626 |
|
|
2020
Q2 | $2.73M | Buy |
363,165
+69,618
| +24% | +$523K | ﹤0.01% | 2526 |
|
|
2020
Q1 | $2.25M | Buy |
293,547
+36,131
| +14% | +$277K | ﹤0.01% | 2525 |
|
|
2019
Q4 | $3.3M | Buy |
257,416
+70,978
| +38% | +$911K | ﹤0.01% | 2420 |
|
|
2019
Q3 | $2.19M | Buy |
186,438
+35,527
| +24% | +$418K | ﹤0.01% | 2681 |
|
|
2019
Q2 | $1.85M | Buy |
150,911
+30,899
| +26% | +$378K | ﹤0.01% | 2718 |
|
|
2019
Q1 | $1.45M | Buy |
120,012
+14,035
| +13% | +$170K | ﹤0.01% | 2827 |
|
|
2018
Q4 | $1.2M | Sell |
105,977
-6,022
| -5% | -$68.3K | ﹤0.01% | 2930 |
|
|
2018
Q3 | $1.67M | Sell |
111,999
-8,297
| -7% | -$124K | ﹤0.01% | 2874 |
|
|
2018
Q2 | $2.04M | Buy |
120,296
+59,505
| +98% | +$1.01M | ﹤0.01% | 2797 |
|
|
2018
Q1 | $1M | Sell |
60,791
-5,421
| -8% | -$89.4K | ﹤0.01% | 3082 |
|
|
2017
Q4 | $1.02M | Buy |
66,212
+4,912
| +8% | +$75.3K | ﹤0.01% | 3052 |
|
|
2017
Q3 | $869K | Sell |
61,300
-2,700
| -4% | -$38.3K | ﹤0.01% | 2980 |
|
|
2017
Q2 | $882K | Buy |
64,000
+5,240
| +9% | +$72.2K | ﹤0.01% | 2954 |
|
|
2017
Q1 | $829K | Sell |
58,760
-40,714
| -41% | -$574K | ﹤0.01% | 2967 |
|
|
2016
Q4 | $1.44M | Buy |
+99,474
| New | +$1.44M | ﹤0.01% | 2842 |
|
|
2013
Q4 | – | Sell |
-23,060
| Closed | -$176K | – | 3682 |
|
|
2013
Q3 | $176K | Buy |
+23,060
| New | +$176K | ﹤0.01% | 3696 |
|