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First Heartland Consultants’s JPMorgan Chase JPM Stock Holding History

First Heartland Consultants’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Buy
8,168
+193
+2% +$59.9K 0.17% 119
2026
Q1 		$2.35M Sell
7,975
-68
-0.8% -$20.6K 0.18% 111
2025
Q4 		$2.59M Sell
8,043
-968
-11% -$300K 0.2% 99
2025
Q3 		$2.84M Sell
9,011
-292
-3% -$86.8K 0.23% 92
2025
Q2 		$2.7M Buy
9,303
+817
+10% +$208K 0.24% 92
2025
Q1 		$2.08M Buy
8,486
+91
+1% +$23.2K 0.21% 97
2024
Q4 		$2.01M Sell
8,395
-136
-2% -$31.7K 0.21% 104
2024
Q3 		$1.8M Buy
8,531
+171
+2% +$36K 0.19% 97
2024
Q2 		$1.69K Buy
8,360
+1,656
+25% +$324K 0.12% 122
2024
Q1 		$1.34M Buy
6,704
+374
+6% +$67.5K 0.14% 142
2023
Q4 		$1.08M Buy
6,330
+264
+4% +$40K 0.13% 136
2023
Q3 		$880K Buy
6,066
+246
+4% +$36.9K 0.11% 154
2023
Q2 		$846K Sell
5,820
-621
-10% -$85.4K 0.11% 153
2023
Q1 		$839K Buy
6,441
+148
+2% +$20.3K 0.13% 149
2022
Q4 		$844K Buy
6,293
+1,383
+28% +$175K 0.14% 138
2022
Q3 		$513 Sell
4,910
-55
-1% -$6.31K 0.04% 181
2022
Q2 		$559K Sell
4,965
-150
-3% -$18.6K 0.09% 175
2022
Q1 		$697K Buy
5,115
+1,130
+28% +$167K 0.11% 146
2021
Q4 		$631 Sell
3,985
-668
-14% -$110K 0.02% 165
2021
Q3 		$762K Buy
4,653
+26
+0.6% +$4.08K 0.12% 157
2021
Q2 		$720K Buy
4,627
+123
+3% +$19.3K 0.11% 159
2021
Q1 		$686K Buy
4,504
+837
+23% +$120K 0.11% 161
2020
Q4 		$466K Sell
3,667
-898
-20% -$100K 0.08% 175
2020
Q3 		$439K Sell
4,565
-656
-13% -$64.4K 0.08% 163
2020
Q2 		$491K Buy
5,221
+714
+16% +$67.7K 0.1% 157
2020
Q1 		$406K Buy
4,507
+338
+8% +$41.1K 0.1% 147
2019
Q4 		$581K Buy
4,169
+76
+2% +$9.75K 0.11% 164
2019
Q3 		$482K Sell
4,093
-16
-0.4% -$1.81K 0.1% 159
2019
Q2 		$459K Sell
4,109
-15
-0.4% -$1.65K 0.11% 162
2019
Q1 		$418K Buy
4,124
+1,113
+37% +$115K 0.12% 160
2018
Q4 		$294K Sell
3,011
-287
-9% -$30.6K 0.11% 177
2018
Q3 		$372K Sell
3,298
-480
-13% -$54.5K 0.12% 166
2018
Q2 		$394K Sell
3,778
-772
-17% -$84.7K 0.14% 158
2018
Q1 		$500K Buy
4,550
+912
+25% +$103K 0.15% 154
2017
Q4 		$389K Sell
3,638
-2,606
-42% -$264K 0.12% 187
2017
Q3 		$596K Sell
6,244
-1,070
-15% -$98.7K 0.14% 186
2017
Q2 		$668K Sell
7,314
-257
-3% -$22.2K 0.17% 165
2017
Q1 		$665K Sell
7,571
-893
-11% -$78.8K 0.19% 148
2016
Q4 		$730K Sell
8,464
-18,592
-69% -$1.42M 0.22% 124
2016
Q3 		$1.8M Sell
27,056
-250
-0.9% -$16.3K 0.52% 46
2016
Q2 		$1.7K Buy
27,306
+1,539
+6% +$96.1K 0.19% 48
2016
Q1 		$1.53M Sell
25,767
-422
-2% -$24.6K 0.58% 35
2015
Q4 		$1.73M Buy
26,189
+119
+0.5% +$7.75K 0.66% 33
2015
Q3 		$1.59M Buy
26,070
+47
+0.2% +$3.08K 0.66% 33
2015
Q2 		$1.76K Buy
26,023
+61
+0.2% +$3.98K 0.48% 37
2015
Q1 		$1.57M Sell
25,962
-15,396
-37% -$912K 0.6% 40
2014
Q4 		$2.59M Buy
41,358
+444
+1% +$26.7K 1.07% 13
2014
Q3 		$2.46M Sell
40,914
-711
-2% -$41.6K 1.08% 16
2014
Q2 		$2.4M Sell
41,625
-2,286
-5% -$129K 1.08% 17
2014
Q1 		$2.67M Buy
43,911
+186
+0.4% +$10.7K 1.31% 17
2013
Q4 		$2.56M Sell
43,725
-3,843
-8% -$211K 1.44% 14
2013
Q3 		$2.47M Buy
47,568
+1,448
+3% +$77.7K 1.49% 12
2013
Q2 		$2.44M Buy
+46,120
New +$2.34M 1.41% 15

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

First Heartland Consultants's JPM Position: Q2 2026 in Review

First Heartland Consultants increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $59.9K and bringing the position to 8,168 shares worth $2.67M. The position accounts for 0.17% of the portfolio, ranked #119.

First Heartland Consultants first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.84M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First Heartland Consultants held 8,168 shares of JPMorgan Chase worth $2.67M as of Q2 2026.
  • First Heartland Consultants bought 193 JPMorgan Chase shares in Q2 2026, an estimated $59.9K.
  • JPMorgan Chase made up 0.17% of First Heartland Consultants's portfolio in Q2 2026, its #119 holding.
  • First Heartland Consultants first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • First Heartland Consultants's JPMorgan Chase position peaked at $2.84M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.