JPMorgan Chase & Co. shares owned by Heritage Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 73k | 170.10 |
| 2023-09-30 | $11M | 73k | 145.02 |
| 2023-06-30 | $11M | 73k | 145.44 |
| 2023-03-31 | $8.9M | 68k | 130.31 |
| 2022-12-31 | $9.1M | 68k | 134.10 |
| 2022-09-30 | $7.1M | 68k | 104.49 |
| 2022-06-30 | $7.6M | 67k | 112.60 |
| 2022-03-31 | $9.4M | 69k | 136.36 |
| 2021-12-31 | $11M | 68k | 158.35 |
| 2021-09-30 | $11M | 69k | 163.66 |
| 2021-06-30 | $11M | 69k | 155.54 |
| 2021-03-31 | $10M | 67k | 152.21 |
| 2020-12-31 | $8.2M | 64k | 127.08 |
| 2020-09-30 | $6.1M | 63k | 96.30 |
| 2020-06-30 | $5.9M | 63k | 94.07 |
| 2020-03-31 | $4.9M | 54k | 90.05 |
| 2019-12-31 | $7.0M | 50k | 139.46 |
| 2019-09-30 | $5.7M | 49k | 117.70 |
| 2019-06-30 | $5.2M | 47k | 111.80 |
| 2019-03-31 | $4.7M | 46k | 101.24 |
| 2018-12-31 | $3.7M | 38k | 97.60 |
| 2018-09-30 | $4.2M | 37k | 112.82 |
| 2018-06-30 | $3.9M | 37k | 104.21 |
| 2018-03-31 | $4.1M | 38k | 109.96 |
| 2017-12-31 | $4.2M | 39k | 106.94 |
| 2017-09-30 | $3.9M | 41k | 95.52 |
| 2017-06-30 | $3.8M | 42k | 91.41 |
| 2017-03-31 | $3.7M | 42k | 87.83 |