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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JPM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $215K and leaving 29,685 shares worth $8.73M. The position accounts for 4.32% of the portfolio, ranked #2.

Heritage Wealth Management (Ohio) first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.8M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Heritage Wealth Management (Ohio) held 29,685 shares of JPMorgan Chase worth $8.73M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 707 JPMorgan Chase shares in Q1 2026, an estimated $215K.
JPMorgan Chase made up 4.32% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #2 holding.
Heritage Wealth Management (Ohio) first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s JPMorgan Chase position peaked at $9.8M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.