A detailed history of Heritage Investment Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 4,910 shares of JPM stock, worth $1.17 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,910
Previous 4,400 11.59%
Holding current value
$1.17 Million
Previous $889,000 16.31%
% of portfolio
0.2%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $99,399 - $114,648
510 Added 11.59%
4,910 $1.03 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $4,682 - $5,324
-26 Reduced 0.59%
4,400 $889,000
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $39,266 - $47,070
235 Added 5.61%
4,426 $886,000
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $27,138 - $34,060
200 Added 5.01%
4,191 $712,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $7,017 - $7,742
49 Added 1.24%
3,991 $578,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $39,721 - $45,728
-318 Reduced 7.46%
3,942 $513,000
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $7,748 - $10,475
-76 Reduced 1.75%
4,260 $571,000
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $20,854 - $121,303
-1,006 Reduced 18.83%
4,336 $453,000
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $17,229 - $20,794
-153 Reduced 2.78%
5,342 $602,000
Q1 2022

May 03, 2022

SELL
$128.3 - $168.44 $3,207 - $4,211
-25 Reduced 0.45%
5,495 $749,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $849,748 - $948,225
5,520 New
5,520 $874,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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