JPMorgan Chase & Co. shares owned by Heritage Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $533k | 2.5k | 210.86 |
| 2024-06-30 | $507k | 2.5k | 202.26 |
| 2024-03-31 | $524k | 2.6k | 200.30 |
| 2023-12-31 | $454k | 2.7k | 170.10 |
| 2023-09-30 | $341k | 2.3k | 145.02 |
| 2023-06-30 | $252k | 1.7k | 145.44 |
| 2023-03-31 | $284k | 2.2k | 130.31 |
| 2022-12-31 | $297k | 2.2k | 134.10 |
| 2022-09-30 | $241k | 2.3k | 104.19 |
| 2022-06-30 | $282k | 2.5k | 112.57 |
| 2022-03-31 | $331k | 2.4k | 136.16 |
| 2021-12-31 | $387k | 2.4k | 158.35 |
More positions owned by Heritage Financial Services
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