JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HERITAGE INVESTORS MANAGEMENT CORP's Holding History (CIK: 0000937589)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 190,924 Value ($000) $62 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 194,984 Value ($000) $62 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 204,014 Value ($000) $59 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 208,279 Value ($000) $51 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 213,069 Value ($000) $51 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 214,400 Value ($000) $45 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 220,039 Value ($000) $45 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 226,717 Value ($000) $45 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 233,434 Value ($000) $40 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 236,048 Value ($000) $34 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 240,169 Value ($000) $35 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 239,461 Value ($000) $31 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 237,044 Value ($000) $32 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 236,432 Value ($000) $24,707 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 232,460 Value ($000) $26,177 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 218,624 Value ($000) $29,803 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 214,454 Value ($000) $33,959 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 216,273 Value ($000) $35,402 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 220,735 Value ($000) $34,333 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 226,808 Value ($000) $34,527 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 236,207 Value ($000) $30,015 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 235,651 Value ($000) $22,686 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 234,197 Value ($000) $22,029 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 230,062 Value ($000) $20,712 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 234,300 Value ($000) $32,661 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 245,619 Value ($000) $28,907 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 249,144 Value ($000) $27,854 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 252,353 Value ($000) $25,546 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 253,073 Value ($000) $24,705 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 252,928 Value ($000) $28,540 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 256,145 Value ($000) $26,690 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 253,998 Value ($000) $27,932 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 265,417 Value ($000) $28,384 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 274,314 Value ($000) $26,200 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 285,365 Value ($000) $26,082 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 287,181 Value ($000) $25,226 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 303,097 Value ($000) $26,154 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 317,027 Value ($000) $21,111 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 315,819 Value ($000) $19,625 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 314,464 Value ($000) $18,623 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 304,084 Value ($000) $20,079 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 304,904 Value ($000) $18,590 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 307,025 Value ($000) $20,804 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 311,446 Value ($000) $18,867 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 301,800 Value ($000) $18,887 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 302,931 Value ($000) $18,249 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 301,993 Value ($000) $17,401 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 294,433 Value ($000) $17,875 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 294,691 Value ($000) $17,234 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 288,843 Value ($000) $14,930 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 285,278 Value ($000) $15,060 Avg Close $36.24 Range $32.83 - $39.86