Heritage Trust Co JPM Holdings History
Heritage Trust Co's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Heritage Trust Co held 69,334.00 shares of JPMorgan Chase & Co(JPM), totaling $17.01 Mil. This investment constitutes 2.06% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 16 purchases of JPM, at an average price of $119.13, for a total of 80,070.00 shares. In addition, there have been 11 sales at an average price of $194.33 for 10,736.00 shares. Based on historical transaction data and JPM's current price of $296.55, Heritage Trust Co's estimated gain on his JPM holdings is $13.11 Mil, reflecting a 137.43% gain to date.
Heritage Trust Co JPM ($296.55) Holding Chart
Heritage Trust Co JPM ($296.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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