Back to JPM-PM
Heritage Wealth Management, Inc. → JPM-PM
Heritage Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$2M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $2.3M |
| Q3 2025 | $3.6M |
| Q3 2025 | $1.7M |
| Q4 2025 | $9.8M |
| Q4 2025 | $2.4M |
| Q4 2025 | $5.4M |
| Q4 2025 | $1.9M |
| Q1 2026 | $8.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $9.6M |
| Q2 2026 | $2.5M |
| Q2 2026 | $6.3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $9.7M |
| Q3 2026 | $2.6M |
| Q3 2026 | $6.3M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 20.4K | — | — |
| Q3 2026 | $6.3M | 140.5K | — | — |
| Q3 2026 | $2.6M | 45.8K | — | — |
| Q3 2026 | $9.7M | 29.3K | — | — |
| Q2 2026 | $2.1M | 21.1K | — | — |
| Q2 2026 | $6.3M | 135.1K | — | — |
| Q2 2026 | $2.5M | 44.6K | — | — |
| Q2 2026 | $9.6M | 29.4K | — | — |
| Q1 2026 | $1.8M | 21.1K | — | — |
| Q1 2026 | $6M | 127.3K | — | — |
| Q1 2026 | $2.5M | 43.7K | — | — |
| Q1 2026 | $8.7M | 29.7K | — | — |
| Q4 2025 | $1.9M | 20.5K | — | — |
| Q4 2025 | $5.4M | 114.6K | — | — |
| Q4 2025 | $2.4M | 42.1K | — | — |
| Q4 2025 | $9.8M | 30.4K | — | — |
| Q3 2025 | $1.7M | 18.2K | — | — |
| Q3 2025 | $3.6M | 76.0K | — | — |
| Q3 2025 | $2.3M | 39.9K | — | — |
| Q3 2025 | $9.8M | 31.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B