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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Heritage Wealth Management, Inc./Texas
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