JWM
HTBK

JPL Wealth Management’s Heritage Commerce HTBK Stock Holding History

JPL Wealth Management’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 		$2.38K Buy
+191
New +$2.43K ﹤0.01% 922

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JPL Wealth Management's HTBK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Heritage Commerce (HTBK) in Q1 2026: 191 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

195 funds tracked by Wall St. Rank hold HTBK as of Q1 2026.

  • JPL Wealth Management held 191 shares of Heritage Commerce worth $2.38K as of Q1 2026.
  • Heritage Commerce was a new JPL Wealth Management position in Q1 2026.
  • Heritage Commerce made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #922 holding.
  • 195 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.