HWA
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Heritage Wealth Architects’s JPMorgan Chase JPM Stock Holding History

Heritage Wealth Architects’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 		$389K Hold
1,162
– – 0.15% 57
2026
Q1 		$363K Sell
1,162
-41
-3% -$12.4K 0.15% 59
2025
Q4 		$358K Buy
+1,203
New +$372K 0.17% 58

Other funds holding JPM

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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 Wealth Architects's JPM Position: Q2 2026 in Review

Heritage Wealth Architects held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,162 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #57.

Heritage Wealth Architects first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Heritage Wealth Architects held 1,162 shares of JPMorgan Chase worth $389K as of Q2 2026.
  • Heritage Wealth Architects left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.15% of Heritage Wealth Architects's portfolio in Q2 2026, its #57 holding.
  • Heritage Wealth Architects first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.