JPMorgan Chase & Co. shares owned by Heron Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.5M | 12k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 135.35 |
| 2022-09-30 | $1.2M | 12k | 104.53 |
| 2022-06-30 | $1.3M | 12k | 112.59 |
| 2022-03-31 | $1.6M | 12k | 136.31 |
| 2021-12-31 | $2.0M | 13k | 151.18 |
| 2021-09-30 | $2.3M | 14k | 163.72 |
| 2021-06-30 | $2.2M | 14k | 155.55 |
| 2021-03-31 | $2.2M | 14k | 153.74 |
| 2020-12-31 | $1.9M | 14k | 135.87 |
| 2020-09-30 | $1.5M | 15k | 99.05 |
| 2020-06-30 | $1.5M | 15k | 96.25 |
| 2020-03-31 | $1.4M | 15k | 95.52 |
| 2019-12-31 | $2.1M | 15k | 138.03 |