SEC 13F Intelligence

Heritage Wealth Advisors / JPM

Heritage Wealth Advisors’s Jpmorgan Chase & Co Position

Does Heritage Wealth Advisors own Jpmorgan Chase & Co (JPM)? Yes — 125.3K shares worth $37M (+1.44% of its 13F portfolio) as of Q1 2026, down from 151.3K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
125.3K
% of Portfolio
+1.44%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $513,000Q4 ’18Q1 ’19: $548MQ2 ’19: $747MQ3 ’19: $1MQ4 ’19: $1.3BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.5BQ3 ’20: $1.5BQ4 ’20: $6MQ4 ’20Q1 ’21: $7.3BQ2 ’21: $6.1BQ3 ’21: $6.4BQ4 ’21: $6.4BQ4 ’21Q1 ’22: $5MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $45MQ4 ’25: $49MQ4 ’25Q1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.3K$37M+1.44%
Q4 2025151.3K$49M+1.86%
Q3 2025144.1K$45M+1.99%
Q2 202510.9K$3M+0.15%
Q1 202512.0K$3M+0.15%
Q4 202412.5K$3M+0.15%
Q3 202412.6K$3M+0.12%
Q2 202412.1K$2M+0.11%
Q1 202412.5K$3M+0.11%
Q4 202316.4K$3M+0.14%
Q3 202317.2K$2M+0.14%
Q2 202317.5K$3M+0.13%
Q1 202317.4K$2M+0.13%
Q4 202217.6K$2M+0.14%
Q3 202218.2K$2M+0.14%
Q2 202218.5K$2M+0.14%
Q1 202240.1K$5M+0.30%
Q4 202140.1K$6.4B+0.35%
Q3 202139.0K$6.4B+0.39%
Q2 202139.2K$6.1B+0.38%
Q1 202147.9K$7.3B+0.44%
Q4 202049.6K$6M+0.39%
Q3 202015.6K$1.5B+0.19%
Q2 202016.2K$1.5B+0.21%
Q1 202016.1K$1.4B+0.26%
Q4 20199.6K$1.3B+0.18%
Q3 20198.9K$1M+0.15%
Q2 20196.7K$747M+0.11%
Q1 20195.4K$548M+0.09%
Q4 20185.3K$513,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of JPM.