Heritage Family Offices, LLP
Family OfficePosition in JPM — Jpmorgan Chase & Co
CIK 2019316
SCOTTSDALE, AZ
Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,121,105
+$415,710 QoQ
Shares Held
3,425
+42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#3,533
of 5,056 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Heritage Family Offices, LLP holds $3,948,868 across 4 Banks - Diversified names. JPM ranks #2 (28.4% of the industry book) .
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,105 | 3,425 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $705,395 | 2,398 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $226,842 | 704 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||