JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Heritage Trust Co's Holding History (CIK: 0001706028)

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

Q4 2025
Shares 68,127 Value ($000) $21,952 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 68,081 Value ($000) $21,475 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 67,232 Value ($000) $19,491 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 69,334 Value ($000) $17,008 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 72,881 Value ($000) $17,470 Avg Close $228.03 Range $198.89 - $249.04
Q2 2024
Shares 68,948 Value ($000) $13,945 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 70,816 Value ($000) $14,184 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 73,031 Value ($000) $12,423 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 73,068 Value ($000) $10,596 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 73,200 Value ($000) $10,646 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 68,344 Value ($000) $8,906 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 68,205 Value ($000) $9,146 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 67,559 Value ($000) $7,060 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 67,445 Value ($000) $7,595 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 68,572 Value ($000) $9,348 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 68,307 Value ($000) $10,816 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 68,521 Value ($000) $11,216 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 69,433 Value ($000) $10,800 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 67,270 Value ($000) $10,240 Avg Close $127.25 Range $109.49 - $143.03
Q4 2020
Shares 64,209 Value ($000) $8,159 Avg Close $98.14 Range $82.75 - $111.83
Q3 2020
Shares 62,861 Value ($000) $6,052 Avg Close $85.44 Range $79.00 - $92.62
Q2 2020
Shares 63,113 Value ($000) $5,936 Avg Close $81.74 Range $70.76 - $99.77
Q1 2020
Shares 54,248 Value ($000) $4,884 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 50,121 Value ($000) $6,987 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 48,499 Value ($000) $5,708 Avg Close $95.08 Range $87.73 - $101.23
Q2 2019
Shares 46,622 Value ($000) $5,212 Avg Close $92.02 Range $84.61 - $97.81
Q1 2019
Shares 46,305 Value ($000) $4,688 Avg Close $85.34 Range $78.85 - $89.81
Q4 2018
Shares 37,699 Value ($000) $3,680 Avg Close $87.53 Range $74.88 - $96.00
Q3 2018
Shares 36,975 Value ($000) $4,172 Avg Close $92.63 Range $83.41 - $97.31
Q2 2018
Shares 37,407 Value ($000) $3,898 Avg Close $89.02 Range $83.70 - $93.47
Q1 2018
Shares 37,626 Value ($000) $4,137 Avg Close $91.43 Range $83.98 - $96.37
Q4 2017
Shares 39,365 Value ($000) $4,210 Avg Close $81.33 Range $76.25 - $87.14
Q3 2017
Shares 41,142 Value ($000) $3,930 Avg Close $73.66 Range $70.35 - $76.59
Q2 2017
Shares 42,058 Value ($000) $3,844 Avg Close $68.54 Range $64.85 - $73.60
Q1 2017
Shares 42,275 Value ($000) $3,713 Avg Close $69.68 Range $65.58 - $74.23