JPMorgan Chase & Co. shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 144k | 315.43 |
| 2025-06-30 | $3.1M | 11k | 289.90 |
| 2025-03-31 | $3.0M | 12k | 245.30 |
| 2024-12-31 | $3.0M | 13k | 239.71 |
| 2024-09-30 | $2.7M | 13k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.25 |
| 2024-03-31 | $2.5M | 13k | 200.30 |
| 2023-12-31 | $2.8M | 16k | 170.11 |
| 2023-09-30 | $2.5M | 17k | 145.02 |
| 2023-06-30 | $2.5M | 18k | 145.44 |
| 2023-03-31 | $2.3M | 17k | 130.31 |
| 2022-12-31 | $2.4M | 18k | 134.10 |
| 2022-09-30 | $1.9M | 18k | 104.48 |
| 2022-06-30 | $2.1M | 19k | 112.59 |
| 2022-03-31 | $5.5M | 40k | 136.32 |
| 2021-12-31 | $6.4M | 40k | 158.36 |
| 2021-09-30 | $6.4M | 39k | 163.69 |
| 2021-06-30 | $6.1M | 39k | 155.54 |
| 2021-03-31 | $7.3M | 48k | 152.23 |
| 2020-12-31 | $6.3M | 50k | 127.07 |
| 2020-09-30 | $1.5M | 16k | 96.27 |
| 2020-06-30 | $1.5M | 5.8k | 264.06 |
| 2020-03-31 | $1.4M | 16k | 90.03 |
| 2019-12-31 | $1.3M | 9.6k | 139.40 |
| 2019-09-30 | $1.1M | 8.9k | 117.61 |
| 2019-06-30 | $747k | 6.7k | 111.79 |
| 2019-03-31 | $548k | 5.4k | 101.22 |
| 2018-12-31 | $513k | 5.3k | 97.45 |
| 2018-09-30 | $588k | 5.2k | 112.82 |
| 2018-06-30 | $545k | 5.2k | 104.09 |
| 2018-03-31 | $575k | 5.2k | 109.84 |
| 2017-12-31 | $558k | 5.2k | 106.96 |
| 2017-09-30 | $503k | 5.3k | 95.65 |
| 2017-06-30 | $443k | 4.9k | 91.28 |
| 2017-03-31 | $418k | 4.8k | 87.98 |
| 2016-12-31 | $379k | 4.4k | 86.37 |
| 2016-09-30 | $293k | 4.4k | 66.82 |
| 2016-06-30 | $273k | 4.4k | 62.30 |