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Heritage Financial Corporation shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 115k 21.39
2023-09-30 $1.8M 112k 16.31
2023-06-30 $2.0M 127k 16.17
2023-03-31 $2.2M 104k 21.41
2022-12-31 $7.3M 237k 30.64
2022-06-30 $814k 33k 25.00
2022-03-31 $4.3M 170k 25.09
2021-12-31 $3.5M 140k 25.00
2021-03-31 $6.8M 255k 26.67
2020-12-31 $4.0M 172k 23.39
2020-09-30 $962k 52k 18.70
2020-06-30 $2.0M 102k 20.00
2020-03-31 $3.8M 193k 20.00
2019-12-31 $2.7M 95k 28.31
2019-09-30 $3.2M 122k 26.40
2019-06-30 $2.1M 71k 29.61
2019-03-31 $1.8M 62k 29.85
2018-12-31 $1.3M 43k 29.85
2018-09-30 $1.3M 38k 34.97
2018-06-30 $4.0M 116k 34.44
2018-03-31 $5.2M 170k 30.59
2017-12-31 $16M 510k 30.53
2017-06-30 $12M 434k 26.50
2017-03-31 $12M 477k 24.75
2016-12-31 $2.8M 107k 25.74
2016-09-30 $1.3M 71k 18.21
2016-06-30 $735k 41k 17.73
2016-03-31 $761k 43k 17.57
2015-12-31 $1.6M 85k 18.84
2015-09-30 $1.6M 85k 18.82
2015-06-30 $1.5M 84k 17.61
2015-03-31 $1.4M 83k 17.10
2014-12-31 $1.6M 89k 17.59
2014-09-30 $607k 38k 15.92
2014-06-30 $610k 38k 16.12
2013-09-30 $480k 17k 28.57

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View all positions for Jpmorgan Chase & Co

Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation