HWMC
JPM icon

Heritage Wealth Management (California)’s JPMorgan Chase JPM Stock Holding History

Heritage Wealth Management (California)’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 		$529K Buy
1,616
+16
+1% +$4.97K 0.2% 63
2026
Q1 		$471K Sell
1,600
-104
-6% -$31.6K 0.26% 59
2025
Q4 		$549K Sell
1,704
-55
-3% -$17K 0.35% 55
2025
Q3 		$555K Buy
1,759
+27
+2% +$8.03K 0.37% 53
2025
Q2 		$502K Sell
1,732
-2
-0.1% -$510 0.34% 51
2025
Q1 		$425K Buy
1,734
+18
+1% +$4.59K 0.32% 54
2024
Q4 		$411K Buy
1,716
+634
+59% +$148K 0.3% 53
2024
Q3 		$228K Sell
1,082
-4
-0.4% -$843 0.16% 86
2024
Q2 		$220K Sell
1,086
-46
-4% -$8.99K 0.16% 84
2024
Q1 		$227K Buy
1,132
+27
+2% +$4.87K 0.17% 80
2023
Q4 		$188K Buy
+1,105
New +$167K 0.15% 83

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Heritage Wealth Management (California)'s JPM Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,616 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #63.

Heritage Wealth Management (California) first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Heritage Wealth Management (California) held 1,616 shares of JPMorgan Chase worth $529K as of Q2 2026.
  • Heritage Wealth Management (California) bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.2% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #63 holding.
  • Heritage Wealth Management (California) first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Management (California)'s JPMorgan Chase position peaked at $555K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.