JPMorgan Chase & Co. shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 31k | 315.43 |
| 2025-06-30 | $9.2M | 32k | 289.91 |
| 2025-03-31 | $8.0M | 33k | 245.30 |
| 2024-12-31 | $8.1M | 34k | 239.71 |
| 2024-09-30 | $7.2M | 34k | 210.86 |
| 2024-06-30 | $7.0M | 34k | 204.79 |
More positions owned by Heritage Wealth Management
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