JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 151,264 Value ($000) $48,740 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 144,056 Value ($000) $45,439 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 10,853 Value ($000) $3,146 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 12,029 Value ($000) $2,951 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 12,469 Value ($000) $2,989 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 12,632 Value ($000) $2,664 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 12,130 Value ($000) $2,453 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 12,522 Value ($000) $2,508 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 16,204 Value ($000) $2,756 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 17,196 Value ($000) $2,494 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 17,529 Value ($000) $2,549 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 17,441 Value ($000) $2,273 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 17,648 Value ($000) $2,367 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 18,157 Value ($000) $1,897 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 18,527 Value ($000) $2,086 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 40,059 Value ($000) $5,461 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 40,137 Value ($000) $6,356 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 38,967 Value ($000) $6,378,539 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 39,215 Value ($000) $6,099,485 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 47,919 Value ($000) $7,294,771 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 49,563 Value ($000) $6,298 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 15,633 Value ($000) $1,504,948 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 16,176 Value ($000) $1,521,480 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 16,071 Value ($000) $1,446,885 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 9,603 Value ($000) $1,338,612 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 8,928 Value ($000) $1,050 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 6,682 Value ($000) $746,996 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 5,415 Value ($000) $548,127 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 5,264 Value ($000) $513 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 5,212 Value ($000) $588 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 5,236 Value ($000) $545 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 5,235 Value ($000) $575 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 5,217 Value ($000) $558 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 5,259 Value ($000) $503 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 4,853 Value ($000) $443 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 4,751 Value ($000) $418 Avg Close $69.68 Range $65.58 - $74.23
Q4 2016
Shares 4,388 Value ($000) $379 Avg Close $59.89 Range $51.67 - $68.65
Q3 2016
Shares 4,385 Value ($000) $293 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 4,382 Value ($000) $273 Avg Close $48.33 Range $44.15 - $51.23