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

Heritage Wealth Management (Texas)’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	$405K	Sell	1,236 -29	-2%	-$9.01K	0.16%	25
2026 Q1	$372K	Sell	1,265 -209	-14%	-$63.4K	0.16%	26
2025 Q4	$475K	Buy	1,474 +6	+0.4%	+$1.86K	0.21%	24
2025 Q3	$463K	Buy	1,468 +32	+2%	+$9.52K	0.2%	25
2025 Q2	$416K	Buy	1,436 +13	+0.9%	+$3.32K	0.21%	24
2025 Q1	$349K	Buy	1,423 +1	+0.1%	+$255	0.2%	27
2024 Q4	$341K	Sell	1,422 -91	-6%	-$21.2K	0.2%	25
2024 Q3	$319K	Buy	1,513 +2	+0.1%	+$421	0.18%	29
2024 Q2	$306K	Buy	+1,511	New	+$295K	0.19%	30

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 (Texas)'s JPM Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $9.01K and leaving 1,236 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #25.

Heritage Wealth Management (Texas) first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $475K in Q4 2025. 5,150 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Heritage Wealth Management (Texas) held 1,236 shares of JPMorgan Chase worth $405K as of Q2 2026.
Heritage Wealth Management (Texas) sold 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
JPMorgan Chase made up 0.16% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #25 holding.
Heritage Wealth Management (Texas) first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Texas)'s JPMorgan Chase position peaked at $475K in Q4 2025.
5,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.