JP Morgan Chase
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JP Morgan Chase’s Heritage Global HGBL Stock Holding History

JP Morgan Chase’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-68
Closed -$148 – 7322
2025
Q1 		$148 Sell
68
-6
-8% -$13 ﹤0.01% 6835
2024
Q4 		$137 Sell
74
-3
-4% -$5 ﹤0.01% 6962
2024
Q3 		$131 Sell
77
-1
-1% -$2 ﹤0.01% 6967
2024
Q2 		$192 Sell
78
-8,722
-99% -$21.1K ﹤0.01% 6793
2024
Q1 		$23.2K Sell
8,800
-83
-0.9% -$236 ﹤0.01% 6189
2023
Q4 		$24.7K Buy
8,883
+8,845
+23,276% +$26.1K ﹤0.01% 6201
2023
Q3 		$119 Sell
38
-3,508
-99% -$11.9K ﹤0.01% 6893
2023
Q2 		$12.8K Buy
+3,546
New +$11.7K ﹤0.01% 6007

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase's HGBL Position: Q2 2025 in Review

JP Morgan Chase sold out of Heritage Global (HGBL) in Q2 2025, closing a stake of 68 shares — an estimated $148 sold.

JP Morgan Chase first reported a position in HGBL in Q2 2023 and held it in 8 quarters. The position peaked at $24.7K in Q4 2023. 38 funds tracked by Wall St. Rank hold HGBL as of Q2 2025.

  • JP Morgan Chase reported no remaining Heritage Global position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 68 Heritage Global shares in Q2 2025, an estimated $148.
  • JP Morgan Chase first reported a position in Heritage Global in Q2 2023 and held it in 8 quarters.
  • JP Morgan Chase's Heritage Global position peaked at $24.7K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.