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

Heritage Wealth Management (Ohio)’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	$9.62M	Sell	29,383 -302	-1%	-$93.8K	2.4%	5
2026 Q1	$8.73M	Sell	29,685 -707	-2%	-$215K	4.32%	2
2025 Q4	$9.79M	Sell	30,392 -672	-2%	-$208K	2.72%	5
2025 Q3	$9.8M	Sell	31,064 -679	-2%	-$202K	2.88%	5
2025 Q2	$9.2M	Sell	31,743 -714	-2%	-$182K	2.98%	5
2025 Q1	$7.96M	Sell	32,457 -1,284	-4%	-$327K	2.71%	5
2024 Q4	$8.09M	Sell	33,741 -170	-0.5%	-$39.6K	2.69%	5
2024 Q3	$7.15M	Sell	33,911 -184	-0.5%	-$38.8K	2.34%	6
2024 Q2	$6.98M	Buy	+34,095	New	+$6.67M	2.34%	6

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

Heritage Wealth Management (Ohio) reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $93.8K and leaving 29,383 shares worth $9.62M. The position accounts for 2.4% of the portfolio, ranked #5.

Heritage Wealth Management (Ohio) first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.8M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Heritage Wealth Management (Ohio) held 29,383 shares of JPMorgan Chase worth $9.62M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 302 JPMorgan Chase shares in Q2 2026, an estimated $93.8K.
JPMorgan Chase made up 2.4% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #5 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s JPMorgan Chase position peaked at $9.8M in Q3 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.