JPMorgan Chase & Co. shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Heritage Way Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $3.5M | 22k | 158.35 |
| 2021-09-30 | $3.7M | 22k | 163.68 |
| 2021-06-30 | $3.5M | 23k | 155.52 |
| 2021-03-31 | $3.5M | 23k | 152.23 |
| 2020-12-31 | $3.0M | 24k | 127.09 |
| 2020-09-30 | $2.2M | 23k | 96.26 |
| 2020-06-30 | $2.1M | 23k | 94.06 |
| 2020-03-31 | $2.0M | 23k | 90.04 |
| 2019-12-31 | $3.2M | 23k | 139.39 |
| 2019-09-30 | $2.7M | 23k | 117.70 |
| 2019-06-30 | $2.5M | 23k | 111.81 |
| 2019-03-31 | $2.2M | 22k | 101.24 |
| 2018-12-31 | $2.2M | 22k | 97.62 |
| 2018-09-30 | $2.4M | 21k | 112.83 |
| 2018-06-30 | $2.2M | 21k | 104.20 |
| 2018-03-31 | $2.4M | 22k | 109.95 |
| 2017-12-31 | $2.3M | 22k | 106.93 |
| 2017-09-30 | $2.1M | 22k | 95.50 |
| 2017-06-30 | $2.0M | 22k | 91.41 |
| 2017-03-31 | $1.8M | 21k | 87.85 |
| 2016-12-31 | $1.7M | 20k | 86.28 |
More positions owned by Heritage Way Advisors
Home Depot (HD)
View all positions for Heritage Way Advisors