JP Morgan Chase
HTBK

JP Morgan Chase’s Heritage Commerce HTBK Stock Holding History

JP Morgan Chase’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Sell
1,440,695
-212,217
-13% -$2.7M ﹤0.01% 2184
2025
Q4 		$19.9M Sell
1,652,912
-230,793
-12% -$2.5M ﹤0.01% 2073
2025
Q3 		$18.7M Buy
1,883,705
+44,948
+2% +$451K ﹤0.01% 2154
2025
Q2 		$18.3M Sell
1,838,757
-107,922
-6% -$989K ﹤0.01% 2021
2025
Q1 		$18.5M Sell
1,946,679
-99,731
-5% -$977K ﹤0.01% 1988
2024
Q4 		$19.2M Sell
2,046,410
-266,625
-12% -$2.68M ﹤0.01% 2081
2024
Q3 		$22.9M Sell
2,313,035
-32,023
-1% -$312K ﹤0.01% 1875
2024
Q2 		$20.4M Buy
2,345,058
+683,242
+41% +$5.56M ﹤0.01% 1860
2024
Q1 		$14.3M Buy
1,661,816
+98,093
+6% +$856K ﹤0.01% 2170
2023
Q4 		$15.5M Buy
1,563,723
+400,286
+34% +$3.53M ﹤0.01% 2060
2023
Q3 		$9.85M Sell
1,163,437
-84,428
-7% -$751K ﹤0.01% 2251
2023
Q2 		$10.3M Sell
1,247,865
-33,641
-3% -$267K ﹤0.01% 2265
2023
Q1 		$10.7M Buy
1,281,506
+51,458
+4% +$589K ﹤0.01% 2223
2022
Q4 		$16M Buy
1,230,048
+83,682
+7% +$1.13M ﹤0.01% 1844
2022
Q3 		$13M Buy
1,146,366
+260,819
+29% +$3M ﹤0.01% 1950
2022
Q2 		$9.47M Buy
885,547
+54,205
+7% +$606K ﹤0.01% 2216
2022
Q1 		$9.35M Buy
831,342
+162,840
+24% +$1.95M ﹤0.01% 2440
2021
Q4 		$7.98M Buy
668,502
+39,131
+6% +$457K ﹤0.01% 2650
2021
Q3 		$7.32M Sell
629,371
-92,248
-13% -$1.03M ﹤0.01% 2697
2021
Q2 		$8.03M Sell
721,619
-26,560
-4% -$316K ﹤0.01% 2626
2021
Q1 		$9.14M Buy
748,179
+170,029
+29% +$1.7M ﹤0.01% 2445
2020
Q4 		$5.13M Buy
578,150
+192,136
+50% +$1.56M ﹤0.01% 2795
2020
Q3 		$2.56M Buy
386,014
+22,849
+6% +$157K ﹤0.01% 3067
2020
Q2 		$2.73M Buy
363,165
+69,618
+24% +$546K ﹤0.01% 2901
2020
Q1 		$2.25M Buy
293,547
+36,131
+14% +$382K ﹤0.01% 2879
2019
Q4 		$3.3M Buy
257,416
+70,978
+38% +$864K ﹤0.01% 3016
2019
Q3 		$2.19M Buy
186,438
+35,527
+24% +$422K ﹤0.01% 3365
2019
Q2 		$1.85M Buy
150,911
+30,899
+26% +$380K ﹤0.01% 3443
2019
Q1 		$1.45M Buy
120,012
+14,035
+13% +$183K ﹤0.01% 3559
2018
Q4 		$1.2M Sell
105,977
-6,022
-5% -$83.6K ﹤0.01% 3624
2018
Q3 		$1.67M Sell
111,999
-8,297
-7% -$131K ﹤0.01% 3577
2018
Q2 		$2.04M Buy
120,296
+59,505
+98% +$1.01M ﹤0.01% 3397
2018
Q1 		$1M Sell
60,791
-5,421
-8% -$87.7K ﹤0.01% 3670
2017
Q4 		$1.01M Buy
66,212
+4,912
+8% +$74.7K ﹤0.01% 3722
2017
Q3 		$869K Sell
61,300
-2,700
-4% -$37K ﹤0.01% 3581
2017
Q2 		$882K Buy
64,000
+5,240
+9% +$72.6K ﹤0.01% 3489
2017
Q1 		$829K Sell
58,760
-40,714
-41% -$571K ﹤0.01% 3498
2016
Q4 		$1.44M Buy
+99,474
New +$1.21M ﹤0.01% 3270
2013
Q4 		– Sell
-23,060
Closed -$176K – 4155
2013
Q3 		$176K Buy
+23,060
New +$167K ﹤0.01% 4085

Other funds holding HTBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase's HTBK Position: Q1 2026 in Review

JP Morgan Chase reduced its Heritage Commerce (HTBK) stake by 13% in Q1 2026, selling an estimated $2.7M and leaving 1,440,695 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

JP Morgan Chase first reported a position in HTBK in Q3 2013 and has held it in 39 quarters since. The position peaked at $22.9M in Q3 2024. 195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • JP Morgan Chase held 1,440,695 shares of Heritage Commerce worth $17.7M as of Q1 2026.
  • JP Morgan Chase sold 212,217 Heritage Commerce shares in Q1 2026, an estimated $2.7M.
  • Heritage Commerce made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2184 holding.
  • JP Morgan Chase first reported a position in Heritage Commerce in Q3 2013 and has held it in 39 quarters since.
  • JP Morgan Chase's Heritage Commerce position peaked at $22.9M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.