Skip to main content
Equibles

JPMORGAN CHASE & CO

Position in HFWA — Heritage Financial Corp /Wa/

CIK 19617 NEW YORK, NY
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$7,279,232
+$6,786,896 QoQ
Shares Held
245,754
+1197.8% QoQ
Ownership
0.601%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. HFWA ranks #115 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 59,686,029 $3,605,036,143
2 FITB
Fifth Third Bancorp
 29,970,128 $1,689,416,105
3 NU
Nu Holdings Ltd.
 99,956,959 $1,335,424,964
4 MTB
M&T Bank Corp
 4,045,990 $962,986,073
5 BAP
Credicorp Ltd
 2,433,947 $948,217,065
6 IBN
Icici Bank Ltd
 22,989,740 $667,392,145
7 RF
Regions Financial Corp
 17,977,505 $542,920,641
8 HDB
Hdfc Bank Ltd
 19,095,182 $493,228,542

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,279,232 245,754
2026-03-31 $492,336 18,936
2025-12-31 $745,234 31,511
2025-09-30 $894,932 36,996
2025-06-30 $840,645 35,262
2025-03-31 $3,430,042 140,980
2024-12-31 $5,535,725 225,948
2024-09-30 $2,683,870 123,283
2024-06-30 $2,213,777 122,783
2024-03-31 $2,459,349 126,836
2023-12-31 $2,467,143 115,341
2023-09-30 $1,827,632 112,056
2023-06-30 $2,048,575 126,690
2023-03-31 $3,149,373 147,167
2022-12-31 $7,264,068 237,078
2022-09-30 $3,512,673 132,704
2022-06-30 $819,510 32,572
2022-03-31 $4,248,095 169,517
2021-12-31 $3,411,676 139,594
2021-09-30 $1,540,480 60,411
2021-06-30 $3,848,300 153,809
2021-03-31 $7,195,325 254,792
2020-12-31 $4,017,465 171,760
2020-09-30 $946,274 51,456
2020-06-30 $2,038,920 101,946
2020-03-31 $3,849,480 192,474