Heritage Wealth Advisors's ownership history for JPM

Heritage Wealth Advisors currently holds 151.3K shares with a market value of $48.7M. It started holding JPM on 2024-09-30. At its peak, it held 151.3K shares on 2025-12-31. Its highest holding value was $48.7M on 2025-12-31. At its lowest, it held 10.9K shares on 2025-06-30, with a value of $2.7M on 2024-09-30. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 140.4K. In the recent year, Heritage Wealth Advisors has increased its shares by 138.8K.