Heritage Wealth Management, Inc./Texas »

JPMorgan Chase & Co. shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-09-30 $319k 1.5k 210.85
2024-06-30 $306k 1.5k 202.31