Heartland Advisors’s JPMorgan Chase JPM Stock Holding History

Heartland Advisors’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	$421K	Hold	1,285	–	–	0.02%	224
2026 Q1	$378K	Buy	1,285 +969	+307%	+$294K	0.02%	225
2025 Q4	$102K	Hold	316	–	–	0.01%	247
2025 Q3	$99.7K	Buy	+316	New	+$94K	0.01%	233

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heartland Advisors's JPM Position: Q2 2026 in Review

Heartland Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,285 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #224.

Heartland Advisors first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Heartland Advisors held 1,285 shares of JPMorgan Chase worth $421K as of Q2 2026.
Heartland Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.02% of Heartland Advisors's portfolio in Q2 2026, its #224 holding.
Heartland Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.