Heritage Wealth Advisors's ownership history for JPM

Heritage Wealth Advisors currently holds 144.1K shares with a market value of $45.4M. It started holding JPM on 2024-09-30. At its peak, it held 144.1K shares on 2025-09-30. Its highest holding value was $45.4M on 2025-09-30. 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 132.0K. In the recent year, Heritage Wealth Advisors has increased its shares by 131.4K.