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JPMorgan Chase & Co. shares owned by Heritage Family Offices

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 704 322.22

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
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Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for Heritage Family Offices

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.