A detailed history of Heck Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 5,443 shares of JPM stock, worth $1.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,443
Previous 6,060 10.18%
Holding current value
$1.63 Million
Previous $1.76 Billion 2.28%
% of portfolio
0.13%
Previous 0.15%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$282.78 - $316.06 $174,475 - $195,009
-617 Reduced 10.18%
5,443 $1.72 Billion
Q2 2025

Jul 22, 2025

BUY
$210.28 - $289.91 $67,920 - $93,640
323 Added 5.63%
6,060 $1.76 Billion
Q1 2025

May 12, 2025

BUY
$225.19 - $279.95 $1.29 Million - $1.61 Million
5,737 New
5,737 $1.41 Billion
Q4 2024

May 13, 2025

SELL
$205.18 - $250.29 $577,171 - $704,065
-2,813 Reduced 49.03%
2,924 $701 Million
Q4 2024

Jan 23, 2025

BUY
$205.18 - $250.29 $3 Million - $3.66 Million
14,611 New
14,611 $3.5 Billion
Q3 2024

May 19, 2025

SELL
$194.9 - $224.8 $15,397 - $17,759
-79 Reduced 2.62%
2,931 $618 Million
Q2 2024

May 19, 2025

SELL
$180.08 - $204.79 $2,160 - $2,457
-12 Reduced 0.4%
3,010 $609 Million
Q1 2024

May 19, 2025

BUY
$167.09 - $200.3 $5,681 - $6,810
34 Added 1.14%
3,022 $605 Million
Q4 2023

May 19, 2025

SELL
$135.69 - $170.3 $34,872 - $43,767
-257 Reduced 7.92%
2,988 $508 Million
Q3 2023

May 19, 2025

SELL
$143.21 - $158.0 $356,879 - $393,736
-2,492 Reduced 43.44%
3,245 $471 Million
Q2 2023

May 19, 2025

SELL
$127.47 - $145.44 $9,177 - $10,471
-72 Reduced 2.27%
3,099 $451 Million
Q1 2023

May 19, 2025

BUY
$124.91 - $143.8 $13,740 - $15,818
110 Added 3.59%
3,171 $413 Million
Q4 2022

May 19, 2025

BUY
$101.96 - $137.84 $3,976 - $5,375
39 Added 1.29%
3,061 $410 Million
Q3 2022

May 20, 2025

SELL
$20.73 - $120.58 $56,364 - $327,857
-2,719 Reduced 47.39%
3,018 $315 Million
Q3 2022

May 19, 2025

BUY
$20.73 - $120.58 $1,140 - $6,631
55 Added 1.85%
3,022 $605 Million
Q2 2022

May 19, 2025

SELL
$112.61 - $135.91 $41,327 - $49,878
-367 Reduced 11.01%
2,967 $334 Million
Q1 2022

May 19, 2025

SELL
$128.3 - $168.44 $308,304 - $404,761
-2,403 Reduced 41.89%
3,334 $454 Million
Q4 2021

May 19, 2025

SELL
$153.94 - $171.78 $37,253 - $41,570
-242 Reduced 6.71%
3,364 $533 Million
Q3 2021

May 19, 2025

SELL
$146.97 - $166.98 $9,112 - $10,352
-62 Reduced 1.69%
3,606 $590 Million
Q2 2021

May 19, 2025

BUY
$147.37 - $166.44 $7,663 - $8,654
52 Added 1.44%
3,668 $571 Million
Q1 2021

May 19, 2025

SELL
$125.65 - $157.65 $10,428 - $13,084
-83 Reduced 2.24%
3,616 $550 Million
Q4 2020

May 19, 2025

SELL
$96.54 - $127.07 $386 - $508
-4 Reduced 0.11%
3,699 $470 Million
Q3 2020

May 19, 2025

SELL
$91.28 - $103.82 $185,663 - $211,169
-2,034 Reduced 35.45%
3,703 $356 Million
Q2 2020

May 19, 2025

BUY
$84.03 - $113.45 $67,728 - $91,440
806 Added 30.8%
3,423 $322 Million
Q1 2020

May 19, 2025

SELL
$79.03 - $141.09 $6,401 - $11,428
-81 Reduced 3.0%
2,617 $236 Million
Q4 2019

May 19, 2025

BUY
$111.82 - $139.4 $10,287 - $12,824
92 Added 3.53%
2,698 $376 Million
Q3 2019

May 19, 2025

BUY
$104.8 - $120.23 $10,480 - $12,023
100 Added 3.99%
2,606 $307 Million
Q2 2019

May 19, 2025

BUY
$104.64 - $116.12 $10,254 - $11,379
98 Added 4.07%
2,506 $280 Million
Q1 2019

May 19, 2025

SELL
$97.11 - $107.19 $323,279 - $356,835
-3,329 Reduced 58.03%
2,408 $244 Million
Q4 2018

May 19, 2025

SELL
$92.14 - $115.32 $4,699 - $5,881
-51 Reduced 2.16%
2,315 $226 Million
Q3 2018

May 19, 2025

SELL
$103.61 - $118.63 $14,712 - $16,845
-142 Reduced 5.66%
2,366 $267 Million
Q2 2018

May 19, 2025

BUY
$103.24 - $114.29 $1,548 - $1,714
15 Added 0.6%
2,508 $261 Million
Q1 2018

May 19, 2025

SELL
$107.01 - $118.77 $321 - $356
-3 Reduced 0.12%
2,493 $274 Million
Q4 2017

May 19, 2025

BUY
$95.86 - $107.83 $1,150 - $1,293
12 Added 0.48%
2,496 $267 Million
Q3 2017

May 19, 2025

BUY
$88.42 - $95.51 $6,366 - $6,876
72 Added 2.99%
2,484 $237 Million
Q2 2017

May 19, 2025

SELL
N/A
-180 Reduced 6.94%
2,412 $220 Million
Q1 2017

May 19, 2025

SELL
N/A
-3,145 Reduced 54.82%
2,592 $228 Million
Q4 2016

May 19, 2025

SELL
N/A
-3,020
2,717 $234 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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