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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heartland Advisors's JPM Position: Q1 2026 in Review

Heartland Advisors increased its JPMorgan Chase (JPM) stake by 307% in Q1 2026, buying an estimated $294K and bringing the position to 1,285 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #225.

Heartland Advisors first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Heartland Advisors held 1,285 shares of JPMorgan Chase worth $378K as of Q1 2026.
  • Heartland Advisors bought 969 JPMorgan Chase shares in Q1 2026, an estimated $294K.
  • JPMorgan Chase made up 0.02% of Heartland Advisors's portfolio in Q1 2026, its #225 holding.
  • Heartland Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.