HWA
JPM icon

Heartwood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Heartwood Wealth 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 		$2.36M Sell
7,210
-94
-1% -$29.2K 0.18% 59
2026
Q1 		$2.15M Buy
7,304
+6
+0.1% +$1.82K 0.19% 60
2025
Q4 		$2.35M Buy
7,298
+3
+0% +$929 0.22% 51
2025
Q3 		$2.3M Sell
7,295
-64
-0.9% -$19K 0.21% 49
2025
Q2 		$2.13M Buy
7,359
+442
+6% +$113K 0.22% 46
2025
Q1 		$1.7M Sell
6,917
-18
-0.3% -$4.59K 0.19% 49
2024
Q4 		$1.66M Buy
6,935
+28
+0.4% +$6.52K 0.19% 45
2024
Q3 		$1.46M Sell
6,907
-145
-2% -$30.5K 0.16% 48
2024
Q2 		$1.43M Buy
7,052
+689
+11% +$135K 0.17% 46
2024
Q1 		$1.27M Sell
6,363
-4,601
-42% -$830K 0.16% 46
2023
Q4 		$1.86M Buy
10,964
+1,057
+11% +$160K 0.25% 37
2023
Q3 		$1.44M Sell
9,907
-1,394
-12% -$209K 0.21% 41
2023
Q2 		$1.64M Buy
11,301
+1,181
+12% +$162K 0.23% 39
2023
Q1 		$1.32M Buy
10,120
+4,903
+94% +$672K 0.2% 41
2022
Q4 		$700K Sell
5,217
-110
-2% -$13.9K 0.11% 62
2022
Q3 		$557K Buy
5,327
+529
+11% +$60.7K 0.1% 61
2022
Q2 		$540K Buy
4,798
+217
+5% +$26.9K 0.09% 66
2022
Q1 		$624K Buy
4,581
+27
+0.6% +$3.98K 0.09% 62
2021
Q4 		$721K Buy
4,554
+672
+17% +$110K 0.11% 49
2021
Q3 		$635K Buy
3,882
+90
+2% +$14.1K 0.1% 53
2021
Q2 		$590K Hold
3,792
– – 0.09% 58
2021
Q1 		$577K Buy
3,792
+965
+34% +$139K 0.09% 53
2020
Q4 		$359K Hold
2,827
– – 0.06% 64
2020
Q3 		$272K Hold
2,827
– – 0.05% 67
2020
Q2 		$266K Hold
2,827
– – 0.05% 64
2020
Q1 		$255K Sell
2,827
-205
-7% -$24.9K 0.06% 57
2019
Q4 		$423K Buy
+3,032
New +$389K 0.08% 55

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heartwood Wealth Advisors's JPM Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $29.2K and leaving 7,210 shares worth $2.36M. The position accounts for 0.18% of the portfolio, ranked #59.

Heartwood Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Heartwood Wealth Advisors held 7,210 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
  • Heartwood Wealth Advisors sold 94 JPMorgan Chase shares in Q2 2026, an estimated $29.2K.
  • JPMorgan Chase made up 0.18% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Heartwood Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.