Heritage Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$657K	Buy	2,679 +185	+7%	+$47.2K	1%	26
2024 Q4	$598K	Sell	2,494 -1,524	-38%	-$355K	0.75%	32
2024 Q3	$847K	Sell	4,018 -1,510	-27%	-$318K	1%	26
2024 Q2	$1.12M	Buy	5,528 +2,872	+108%	+$561K	1.62%	18
2024 Q1	$452K	Hold	2,656	–	–	0.92%	24
2023 Q4	$452K	Buy	2,656 +13	+0.5%	+$1.97K	0.92%	24
2023 Q3	$383K	Buy	2,643 +1	+0%	+$150	0.82%	25
2023 Q2	$384K	Buy	+2,642	New	+$363K	0.23%	53
2023 Q1	–	Sell	-2,480	Closed	-$335K	–	44
2022 Q4	$335K	Buy	+2,480	New	+$314K	0.31%	33

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Partners's JPM Position: Q1 2025 in Review

Heritage Wealth Partners increased its JPMorgan Chase (JPM) stake by 7.4% in Q1 2025, buying an estimated $47.2K and bringing the position to 2,679 shares worth $657K. The position accounts for 1% of the portfolio, ranked #26.

Heritage Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Heritage Wealth Partners held 2,679 shares of JPMorgan Chase worth $657K as of Q1 2025.
Heritage Wealth Partners bought 185 JPMorgan Chase shares in Q1 2025, an estimated $47.2K.
JPMorgan Chase made up 1% of Heritage Wealth Partners's portfolio in Q1 2025, its #26 holding.
Heritage Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's JPMorgan Chase position peaked at $1.12M in Q2 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.