JP Morgan Chase
HRTG icon

JP Morgan Chase’s Heritage Insurance Holdings HRTG Stock Holding History

JP Morgan Chase’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,100
Closed -$124K – 7537
2024
Q3 		$124K Buy
+10,100
New +$117K ﹤0.01% 5613

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase's HRTG Position: Q2 2026 in Review

JP Morgan Chase reduced its Heritage Insurance Holdings (HRTG) stake by 5% in Q2 2026, selling an estimated $101K and leaving 76,852 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

JP Morgan Chase first reported a position in HRTG in Q2 2015 and has held it in 41 quarters since. The position peaked at $15.4M in Q2 2018. 188 funds tracked by Wall St. Rank hold HRTG as of Q2 2026.

  • JP Morgan Chase held 76,852 shares of Heritage Insurance Holdings worth $2.02M as of Q2 2026.
  • JP Morgan Chase sold 4,035 Heritage Insurance Holdings shares in Q2 2026, an estimated $101K.
  • Heritage Insurance Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4171 holding.
  • JP Morgan Chase first reported a position in Heritage Insurance Holdings in Q2 2015 and has held it in 41 quarters since.
  • JP Morgan Chase's Heritage Insurance Holdings position peaked at $15.4M in Q2 2018.
  • 188 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.