A detailed history of Heritage Wealth Management, Inc./Texas transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,511 shares of JPM stock, worth $308,772. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,511
Holding current value
$308,772
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $272,100 - $309,437
1,511 New
1,511 $306 Million

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 $599B
  • 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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