Heritage Oak Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Heritage Oak 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	$355K	Buy	1,086 +110	+11%	+$34.2K	0.1%	68
2026 Q1	$287K	Buy	976 +219	+29%	+$66.5K	0.09%	57
2025 Q4	$244K	Buy	757 +63	+9%	+$19.5K	0.09%	69
2025 Q3	$219K	Buy	+694	New	+$206K	0.08%	77
2024 Q4	–	Sell	-1,059	Closed	-$223K	–	133
2024 Q3	$223K	Buy	+1,059	New	+$223K	0.1%	133

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Oak Wealth Advisors's JPM Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $34.2K and bringing the position to 1,086 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #68.

Heritage Oak Wealth Advisors first reported a position in JPM in Q3 2024 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Heritage Oak Wealth Advisors held 1,086 shares of JPMorgan Chase worth $355K as of Q2 2026.
Heritage Oak Wealth Advisors bought 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
JPMorgan Chase made up 0.1% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Heritage Oak Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 5 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.