HERITAGE FINANCIAL SERVICES, LLC – JPMorgan Chase & Co. Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$241,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.66% | -192 shares | -41K | $104.5 | 2.31K |
| Q2 2022 | share | Increase | 0.00% | 2.50K shares | 282K | $112.61 | 2.50K |