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Heritage Financial Services’s JPMorgan Chase JPM Stock Holding History

Heritage Financial Services’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
2025
Q4 		$853K Sell
2,646
-185
-7% -$57.3K 0.07% 50
2025
Q3 		$893K Buy
2,831
+342
+14% +$102K 0.08% 47
2025
Q2 		$722K Sell
2,489
-92
-4% -$23.5K 0.07% 52
2025
Q1 		$633K Sell
2,581
-82
-3% -$20.9K 0.06% 56
2024
Q4 		$638K Buy
2,663
+134
+5% +$31.2K 0.08% 53
2024
Q3 		$533K Buy
2,529
+24
+1% +$5.05K 0.07% 62
2024
Q2 		$507K Sell
2,505
-110
-4% -$21.5K 0.07% 61
2024
Q1 		$524K Sell
2,615
-54
-2% -$9.74K 0.08% 60
2023
Q4 		$454K Buy
2,669
+320
+14% +$48.5K 0.08% 64
2023
Q3 		$341K Buy
2,349
+615
+35% +$92.2K 0.07% 61
2023
Q2 		$252K Sell
1,734
-443
-20% -$60.9K 0.05% 66
2023
Q1 		$284K Sell
2,177
-39
-2% -$5.34K 0.06% 62
2022
Q4 		$297K Sell
2,216
-97
-4% -$12.3K 0.08% 63
2022
Q3 		$241K Sell
2,313
-192
-8% -$22K 0.15% 55
2022
Q2 		$282K Buy
2,505
+74
+3% +$9.17K 0.16% 53
2022
Q1 		$331K Sell
2,431
-13
-0.5% -$1.92K 0.22% 55
2021
Q4 		$387K Buy
+2,444
New +$401K 0.3% 45

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Financial Services's JPM Position: Q4 2025 in Review

Heritage Financial Services reduced its JPMorgan Chase (JPM) stake by 6.5% in Q4 2025, selling an estimated $57.3K and leaving 2,646 shares worth $853K. The position accounts for 0.07% of the portfolio, ranked #50.

Heritage Financial Services first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $893K in Q3 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Heritage Financial Services held 2,646 shares of JPMorgan Chase worth $853K as of Q4 2025.
  • Heritage Financial Services sold 185 JPMorgan Chase shares in Q4 2025, an estimated $57.3K.
  • JPMorgan Chase made up 0.07% of Heritage Financial Services's portfolio in Q4 2025, its #50 holding.
  • Heritage Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's JPMorgan Chase position peaked at $893K in Q3 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.