HIG
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Heritage Investment Group’s JPMorgan Chase JPM Stock Holding History

Heritage Investment Group’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 		$1.59M Hold
4,852
– – 0.21% 37
2026
Q1 		$1.43M Sell
4,852
-97
-2% -$29.4K 0.22% 38
2025
Q4 		$1.59M Sell
4,949
-163
-3% -$50.5K 0.24% 35
2025
Q3 		$1.61M Buy
5,112
+240
+5% +$71.4K 0.26% 35
2025
Q2 		$1.41M Sell
4,872
-236
-5% -$60.2K 0.24% 37
2025
Q1 		$1.25M Buy
5,108
+381
+8% +$97.1K 0.24% 33
2024
Q4 		$1.13M Sell
4,727
-183
-4% -$42.6K 0.21% 35
2024
Q3 		$1.04M Buy
4,910
+510
+12% +$107K 0.2% 34
2024
Q2 		$890K Sell
4,400
-26
-0.6% -$5.08K 0.18% 37
2024
Q1 		$887K Buy
4,426
+235
+6% +$42.4K 0.18% 37
2023
Q4 		$713K Buy
4,191
+200
+5% +$30.3K 0.16% 37
2023
Q3 		$579K Buy
3,991
+49
+1% +$7.34K 0.16% 43
2023
Q2 		$573K Hold
3,942
– – 0.16% 40
2023
Q1 		$514K Sell
3,942
-318
-7% -$43.6K 0.16% 37
2022
Q4 		$571K Sell
4,260
-76
-2% -$9.63K 0.18% 35
2022
Q3 		$453K Sell
4,336
-1,006
-19% -$115K 0.28% 40
2022
Q2 		$602K Sell
5,342
-153
-3% -$19K 0.35% 32
2022
Q1 		$749K Sell
5,495
-25
-0.5% -$3.69K 0.54% 26
2021
Q4 		$874K Buy
+5,520
New +$907K 0.69% 24

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

Heritage Investment Group's JPM Position: Q2 2026 in Review

Heritage Investment Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,852 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #37.

Heritage Investment Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q3 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Heritage Investment Group held 4,852 shares of JPMorgan Chase worth $1.59M as of Q2 2026.
  • Heritage Investment Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.21% of Heritage Investment Group's portfolio in Q2 2026, its #37 holding.
  • Heritage Investment Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's JPMorgan Chase position peaked at $1.61M in Q3 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.