Heritage Wealth Advisors Jpmorgan Chase & CO Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 12,632 shares of JPM stock, worth $3.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,632
Previous 12,130 4.14%
Holding current value
$3.01 Million
Previous $2.45 Million 8.52%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 12, 2024
BUY
$194.9 - $224.8 $97,839 - $112,849
502 Added 4.14%
12,632 $2.66 Million
Q2 2024

Dec 12, 2024
SELL
$180.08 - $204.79 $70,591 - $80,277
-392 Reduced 3.13%
12,130 $2.45 Million
Q2 2024

Aug 05, 2024
SELL
$180.08 - $204.79 $70,591 - $80,277
-392 Reduced 3.13%
12,130 $2.45 Million
Q1 2024

Dec 12, 2024
SELL
$167.09 - $200.3 $615,225 - $737,504
-3,682 Reduced 22.72%
12,522 $2.51 Million
Q1 2024

May 08, 2024
SELL
$167.09 - $200.3 $651,818 - $781,370
-3,901 Reduced 23.75%
12,522 $2.51 Million
Q4 2023

Dec 12, 2024
SELL
$135.69 - $170.3 $134,604 - $168,937
-992 Reduced 5.77%
16,204 $2.76 Million
Q4 2023

Feb 09, 2024
SELL
$135.69 - $170.3 $104,888 - $131,641
-773 Reduced 4.5%
16,423 $2.79 Million
Q3 2023

Dec 12, 2024
SELL
$143.21 - $158.0 $47,688 - $52,614
-333 Reduced 1.9%
17,196 $2.49 Million
Q3 2023

Nov 08, 2023
SELL
$143.21 - $158.0 $47,688 - $52,614
-333 Reduced 1.9%
17,196 $2.49 Million
Q2 2023

Dec 12, 2024
BUY
$127.47 - $145.44 $624,220 - $712,219
4,897 Added 38.77%
17,529 $2.55 Million
Q2 2023

Aug 09, 2023
BUY
$127.47 - $145.44 $11,217 - $12,798
88 Added 0.5%
17,529 $2.55 Million
Q1 2023

May 04, 2023
SELL
$124.91 - $143.8 $25,856 - $29,766
-207 Reduced 1.17%
17,441 $2.27 Million
Q4 2022

Dec 12, 2024
SELL
$101.96 - $137.84 $51,897 - $70,160
-509 Reduced 2.8%
17,648 $2.37 Million
Q4 2022

Feb 06, 2023
SELL
$101.96 - $137.84 $51,897 - $70,160
-509 Reduced 2.8%
17,648 $2.37 Million
Q3 2022

Dec 12, 2024
BUY
$20.73 - $120.58 $114,533 - $666,204
5,525 Added 43.74%
18,157 $1.9 Million
Q3 2022

Nov 10, 2022
SELL
$20.73 - $120.58 $7,670 - $44,614
-370 Reduced 2.0%
18,157 $1.9 Million
Q2 2022

Aug 04, 2022
SELL
$112.61 - $135.91 $2.42 Million - $2.93 Million
-21,532 Reduced 53.75%
18,527 $2.09 Million
Q1 2022

May 11, 2022
SELL
$128.3 - $168.44 $10,007 - $13,138
-78 Reduced 0.19%
40,059 $5.46 Million
Q4 2021

Feb 02, 2022
BUY
$153.94 - $171.78 $180,109 - $200,982
1,170 Added 3.0%
40,137 $6.36 Million
Q3 2021

Nov 02, 2021
SELL
$146.97 - $166.98 $36,448 - $41,411
-248 Reduced 0.63%
38,967 $6.38 Million
Q2 2021

Aug 09, 2021
SELL
$147.37 - $166.44 $1.52 Million - $1.72 Million
-10,348 Reduced 20.88%
39,215 $6.1 Million
Q2 2021

Jul 27, 2021
BUY
$147.37 - $166.44 $242,276 - $273,627
1,644 Added 3.43%
49,563 $6.3 Million
Q1 2021

Apr 27, 2021
SELL
$125.65 - $157.65 $206,568 - $259,176
-1,644 Reduced 3.32%
47,919 $7.29 Million
Q4 2020

Feb 01, 2021
BUY
$96.54 - $127.07 $3.28 Million - $4.31 Million
33,930 Added 217.04%
49,563 $6.3 Million
Q3 2020

Nov 03, 2020
SELL
$91.28 - $103.82 $49,565 - $56,374
-543 Reduced 3.36%
15,633 $1.5 Million
Q2 2020

Jul 17, 2020
BUY
$84.03 - $113.45 $875,256 - $1.18 Million
10,416 Added 180.83%
16,176 $1.52 Million
Q2 2020

Jul 17, 2020
SELL
$84.03 - $113.45 $866,433 - $1.17 Million
-10,311 Reduced 64.16%
5,760 $1.52 Million
Q1 2020

May 05, 2020
BUY
$79.03 - $141.09 $511,166 - $912,570
6,468 Added 67.35%
16,071 $1.45 Million
Q4 2019

Feb 04, 2020
BUY
$111.82 - $139.4 $75,478 - $94,095
675 Added 7.56%
9,603 $1.34 Million
Q3 2019

Oct 30, 2019
BUY
$104.8 - $120.23 $235,380 - $270,036
2,246 Added 33.61%
8,928 $1.05 Million
Q2 2019

Aug 05, 2019
BUY
$104.64 - $116.12 $132,578 - $147,124
1,267 Added 23.4%
6,682 $0
Q1 2019

May 06, 2019
BUY
$97.11 - $107.19 $14,663 - $16,185
151 Added 2.87%
5,415 $0
Q4 2018

Jan 28, 2019
BUY
$92.14 - $115.32 $4,791 - $5,996
52 Added 1.0%
5,264 $513,000
Q3 2018

Nov 14, 2018
SELL
$103.61 - $118.63 $2,486 - $2,847
-24 Reduced 0.46%
5,212 $588,000
Q2 2018

Jul 19, 2018
BUY
$103.24 - $114.29 $103 - $114
1 Added 0.02%
5,236 $545,000
Q1 2018

May 10, 2018
BUY
$107.01 - $118.77 $1,926 - $2,137
18 Added 0.35%
5,235 $575,000
Q4 2017

Feb 02, 2018
SELL
$95.86 - $107.83 $4,026 - $4,528
-42 Reduced 0.8%
5,217 $558,000
Q3 2017

Nov 07, 2017
BUY
$88.42 - $95.51 $465,000 - $502,287
5,259
5,259 $503,000

Others Institutions Holding JPM

# of Institutions
4,617
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • 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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