Heritage Way Advisors, LLC

SEC CIK: 0001698220
Latest filing: Jan 13, 2022

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Heritage Way Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q4 2021 holdings

Shares (Q4 2021): 22,211
Value: $3.52M
% of portfolio: 1.3%
Quarters held: 4; Since Q1 2021

Holdings of JPM by Heritage Way Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	22,211	$3.52M	1.3%	−223−1.0%	Reduced	Holders
Q3 2021	22,434	$3.67M	1.5%	−39−0.2%	Reduced	Holders
Q2 2021	22,473	$3.50M	1.4%	−315−1.4%	Reduced	Holders
Q1 2021	22,788	$3.47M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.