JPMorgan Chase & Co. shares owned by Heritage Investment Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.1k | 315.43 |
| 2025-06-30 | $1.4M | 4.9k | 289.91 |
| 2025-03-31 | $1.3M | 5.1k | 245.30 |
| 2024-12-31 | $1.1M | 4.7k | 239.71 |
| 2024-09-30 | $1.0M | 4.9k | 210.86 |
| 2024-06-30 | $890k | 4.4k | 202.27 |
| 2024-03-31 | $887k | 4.4k | 200.41 |
| 2023-12-31 | $713k | 4.2k | 170.13 |
| 2023-09-30 | $579k | 4.0k | 145.08 |
| 2023-06-30 | $573k | 3.9k | 145.36 |
| 2023-03-31 | $514k | 3.9k | 130.39 |
| 2022-12-31 | $571k | 4.3k | 134.04 |
| 2022-09-30 | $453k | 4.3k | 104.47 |
| 2022-06-30 | $602k | 5.3k | 112.69 |
| 2022-03-31 | $749k | 5.5k | 136.31 |
| 2021-12-31 | $874k | 5.5k | 158.33 |