Heritage Wealth Management, Inc./Texas »

JPMorgan Chase & Co. shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2025-09-30 $463k 1.5k 315.46
2025-06-30 $416k 1.4k 289.95
2025-03-31 $349k 1.4k 245.31
2024-12-31 $341k 1.4k 239.73
2024-09-30 $319k 1.5k 210.85
2024-06-30 $306k 1.5k 202.31

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.