Heritage Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $127,653 - $172,575	1,252 Added 146.95%	2,104 $282,000
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $150,126 - $873,240	-7,242 Reduced 89.47%	852 $89,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $378,482 - $456,793	-3,361 Reduced 29.34%	8,094 $911,000
Q1 2022 Aug 15, 2022	SELL	$128.3 - $168.44 $35,282 - $46,321	-275 Reduced 2.34%	11,455 $1.56 Million
Q3 2021 Nov 10, 2021	BUY	$146.97 - $166.98 $225,451 - $256,147	1,534 Added 15.05%	11,730 $1.92 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $48,779 - $55,091	331 Added 3.36%	10,196 $1.59 Million
Q1 2021 Jul 16, 2021	BUY	$125.65 - $157.65 $1.24 Million - $1.56 Million	9,865 New	9,865 $1.5 Million

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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 ...

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