HERITAGE INVESTORS MANAGEMENT CORP

Position in JPM — Jpmorgan Chase & Co

CIK 937589 BETHESDA, MD

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$60,872,578

+$4,838,040 QoQ

Shares Held

185,967

-2.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#537

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $138,516,401 across 3 Banks - Diversified names. JPM ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	185,967	$60,872,578
2	BAC	Bank Of America Corp /De/	693,736	$39,529,077
3	C	Citigroup Inc	272,326	$38,114,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,872,578	185,967	-2.4%	Shares	Sole	2026-08-04
2026-03-31	$56,034,538	190,490	-0.2%	Shares	Sole	2026-04-24
2025-12-31	$61,519,531	190,924	-2.1%	Shares	Sole	2026-02-06
2025-09-30	$61,503,803	194,984	-4.4%	Shares	Sole	2025-11-04
2025-06-30	$59,145,698	204,014	-2.0%	Shares	Sole	2025-08-04
2025-03-31	$51,090,838	208,279	-2.2%	Shares	Sole	2025-05-05
2024-12-31	$51,074,769	213,069	-0.6%	Shares	Sole	2025-02-05
2024-09-30	$45,208,384	214,400	-2.6%	Shares	Sole	2024-10-30
2024-06-30	$44,505,088	220,039	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$45,411,415	226,717	-2.9%	Shares	Sole	2024-04-29
2023-12-31	$39,707,123	233,434	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$34,231,680	236,048	-1.7%	Shares	Sole	2023-11-09
2023-06-30	$34,930,179	240,169	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$31,204,162	239,461	+1.0%	Shares	Sole	2023-05-01
2022-12-31	$31,787,600	237,044	+0.3%	Shares	Sole	2023-02-06
2022-09-30	$24,707,144	236,432	+1.7%	Shares	Sole	2022-10-27
2022-06-30	$26,177,320	232,460	+6.3%	Shares	Sole	2022-08-01
2022-03-31	$29,802,823	218,624	+1.9%	Shares	Sole	2022-05-02
2021-12-31	$33,958,790	214,454	-0.8%	Shares	Sole	2022-01-28
2021-09-30	$35,401,727	216,273	-2.0%	Shares	Sole	2021-10-28
2021-06-30	$34,333,121	220,735	-2.7%	Shares	Sole	2021-07-29
2021-03-31	$34,526,981	226,808	-4.0%	Shares	Sole	2021-04-23
2020-12-31	$30,014,823	236,207	+0.2%	Shares	Sole	2021-01-28
2020-09-30	$22,686,121	235,651	+0.6%	Shares	Sole	2020-10-29
2020-06-30	$22,028,569	234,197	+1.8%	Shares	Sole	2020-07-24
2020-03-31	$20,712,481	230,062	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.