Heffernan Advisory’s JPMorgan Chase JPM Stock Holding History

Heffernan Advisory’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 Q3	$266K	Buy	+803	New	+$281K	0.18%	43

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Heffernan Advisory's JPM Position: Q3 2026 in Review

Heffernan Advisory opened a new position in JPMorgan Chase (JPM) in Q3 2026: 803 shares worth $266K. The stake represents 0.18% of the portfolio and ranks #43 among its holdings.

3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Heffernan Advisory held 803 shares of JPMorgan Chase worth $266K as of Q3 2026.
JPMorgan Chase was a new Heffernan Advisory position in Q3 2026.
JPMorgan Chase made up 0.18% of Heffernan Advisory's portfolio in Q3 2026, its #43 holding.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.