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Heritage Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Heritage 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
Q1 		$36.9M Sell
125,341
-25,923
-17% -$7.87M 1.44% 18
2025
Q4 		$48.7M Buy
151,264
+7,208
+5% +$2.23M 1.86% 18
2025
Q3 		$45.4M Buy
144,056
+133,203
+1,227% +$39.6M 1.99% 18
2025
Q2 		$3.15M Sell
10,853
-1,176
-10% -$300K 0.15% 48
2025
Q1 		$2.95M Sell
12,029
-440
-4% -$112K 0.15% 48
2024
Q4 		$2.99M Sell
12,469
-163
-1% -$38K 0.15% 49
2024
Q3 		$2.66M Buy
12,632
+502
+4% +$106K 0.13% 52
2024
Q2 		$2.45M Sell
12,130
-392
-3% -$76.6K 0.11% 52
2024
Q1 		$2.51M Sell
12,522
-3,682
-23% -$664K 0.11% 54
2023
Q4 		$2.76M Sell
16,204
-992
-6% -$150K 0.14% 51
2023
Q3 		$2.49M Sell
17,196
-333
-2% -$49.9K 0.14% 48
2023
Q2 		$2.55M Buy
17,529
+88
+0.5% +$12.1K 0.13% 49
2023
Q1 		$2.27M Sell
17,441
-207
-1% -$28.4K 0.13% 48
2022
Q4 		$2.37M Sell
17,648
-509
-3% -$64.5K 0.14% 51
2022
Q3 		$1.9M Sell
18,157
-370
-2% -$42.5K 0.14% 51
2022
Q2 		$2.09M Sell
18,527
-21,532
-54% -$2.67M 0.15% 48
2022
Q1 		$5.46M Sell
40,059
-78
-0.2% -$11.5K 0.3% 37
2021
Q4 		$6.36M Buy
40,137
+1,170
+3% +$192K 0.35% 37
2021
Q3 		$6.38M Sell
38,967
-248
-0.6% -$38.9K 0.39% 35
2021
Q2 		$6.1M Sell
39,215
-8,704
-18% -$1.37M 0.38% 37
2021
Q1 		$7.29M Sell
47,919
-1,644
-3% -$237K 0.44% 34
2020
Q4 		$6.3M Buy
49,563
+33,930
+217% +$3.79M 0.39% 37
2020
Q3 		$1.5M Sell
15,633
-543
-3% -$53.3K 0.19% 47
2020
Q2 		$1.52M Buy
16,176
+105
+0.7% +$9.96K 0.21% 46
2020
Q1 		$1.45M Buy
16,071
+6,468
+67% +$786K 0.26% 43
2019
Q4 		$1.34M Buy
9,603
+675
+8% +$86.6K 0.18% 57
2019
Q3 		$1.05M Buy
8,928
+2,246
+34% +$254K 0.15% 60
2019
Q2 		$747K Buy
6,682
+1,267
+23% +$140K 0.11% 73
2019
Q1 		$548K Buy
5,415
+151
+3% +$15.6K 0.09% 73
2018
Q4 		$513K Buy
5,264
+52
+1% +$5.54K 0.1% 75
2018
Q3 		$588K Sell
5,212
-24
-0.5% -$2.72K 0.12% 71
2018
Q2 		$545K Buy
5,236
+1
+0% +$110 0.2% 66
2018
Q1 		$575K Buy
5,235
+18
+0.3% +$2.04K 0.24% 61
2017
Q4 		$558K Sell
5,217
-42
-0.8% -$4.25K 0.24% 63
2017
Q3 		$503K Buy
5,259
+406
+8% +$37.4K 0.25% 60
2017
Q2 		$443K Buy
4,853
+102
+2% +$8.8K 0.23% 61
2017
Q1 		$418K Buy
4,751
+363
+8% +$32K 0.23% 61
2016
Q4 		$379K Buy
4,388
+3
+0.1% +$229 0.25% 53
2016
Q3 		$293K Buy
4,385
+3
+0.1% +$196 0.2% 69
2016
Q2 		$273K Buy
+4,382
New +$274K 0.18% 75

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's JPM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $7.87M and leaving 125,341 shares worth $36.9M. The position accounts for 1.44% of the portfolio, ranked #18.

Heritage Wealth Advisors first reported a position in JPM in Q2 2016 and has held it in 40 quarters since. The position peaked at $48.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Heritage Wealth Advisors held 125,341 shares of JPMorgan Chase worth $36.9M as of Q1 2026.
  • Heritage Wealth Advisors sold 25,923 JPMorgan Chase shares in Q1 2026, an estimated $7.87M.
  • JPMorgan Chase made up 1.44% of Heritage Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Heritage Wealth Advisors first reported a position in JPMorgan Chase in Q2 2016 and has held it in 40 quarters since.
  • Heritage Wealth Advisors's JPMorgan Chase position peaked at $48.7M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.