Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,308,398
+$3,438,090 QoQ
Shares Held
123,143
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#670
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. JPM ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
123,143 | $40,308,398 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,025 | $1,254,984 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
22,288 | $558,537 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,927 | $240,317 | |
| 5 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 6 | C |
Citigroup Inc
|
431 | $60,322 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
267 | $38,610 | |
| 8 | SAN |
Banco Santander, S.A.
|
400 | $5,520 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,308,398 | 123,143 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,870,308 | 125,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,740,286 | 151,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,439,584 | 144,056 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,146,393 | 10,853 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,950,713 | 12,029 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,988,943 | 12,469 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,663,583 | 12,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,453,413 | 12,130 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $2,508,156 | 12,522 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,756,300 | 16,204 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $2,493,763 | 17,196 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,549,417 | 17,529 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $2,272,736 | 17,441 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,366,596 | 17,648 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,897,406 | 18,157 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $2,086,325 | 18,527 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,460,842 | 40,059 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,355,693 | 40,137 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $6,378,508 | 38,967 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,099,501 | 39,215 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,294,709 | 47,919 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,297,970 | 49,563 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,504,988 | 15,633 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,521,514 | 16,176 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,446,872 | 16,071 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||