JPMorgan Chase & Co. shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $847k | 4.0k | 210.86 |
| 2024-06-30 | $1.1M | 5.5k | 202.25 |
| 2024-03-31 | $452k | 2.7k | 170.07 |
| 2023-12-31 | $452k | 2.7k | 170.07 |
| 2023-09-30 | $383k | 2.6k | 145.02 |
| 2023-06-30 | $384k | 2.6k | 145.46 |
| 2022-12-31 | $335k | 2.5k | 135.08 |