SEC 13F Intelligence

Heritage Wealth Partners, LLC / JPM

Heritage Wealth Partners, LLC’s Jpmorgan Chase & Co Position

Does Heritage Wealth Partners, LLC own Jpmorgan Chase & Co (JPM)? Yes — 2.7K shares worth $657,093 (+1.00% of its 13F portfolio) as of Q1 2025, up from 2.5K shares the prior filed quarter.

Position Value
$657,093
Q1 2025
Shares
2.7K
% of Portfolio
+1.00%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $335,000Q4 ’22Q2 ’23: $384,317Q3 ’23: $383,294Q3 ’23Q4 ’23: $451,701Q1 ’24: $451,701Q1 ’24Q2 ’24: $1MQ3 ’24: $847,226Q3 ’24Q4 ’24: $597,816Q1 ’25: $657,093Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20252.7K$657,093+1.00%
Q4 20242.5K$597,816+0.75%
Q3 20244.0K$847,226+1.00%
Q2 20245.5K$1M+1.62%
Q1 20242.7K$451,701+0.92%
Q4 20232.7K$451,701+0.92%
Q3 20232.6K$383,294+0.82%
Q2 20232.6K$384,317+0.23%
Q4 20222.5K$335,000+0.31%

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