Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 123,143
Value: $40.3M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	123,143	$40.3M	1.4%	−2,198−1.8%	Reduced	Holders
Q1 2026	125,341	$36.9M	1.4%	−25,923−17.1%	Reduced	Holders
Q4 2025	151,264	$48.7M	1.9%	+7,208+5.0%	Added	Holders
Q3 2025	144,056	$45.4M	2.0%	+133,203+1,227.3%	Added	Holders
Q2 2025	10,853	$3.15M	0.1%	−1,176−9.8%	Reduced	Holders
Q1 2025	12,029	$2.95M	0.1%	−440−3.5%	Reduced	Holders
Q4 2024	12,469	$2.99M	0.1%	−163−1.3%	Reduced	Holders
Q3 2024	12,632	$2.66M	0.1%	+502+4.1%	Added	Holders
Q2 2024	12,130	$2.45M	0.1%	−392−3.1%	Reduced	Holders
Q1 2024	12,522	$2.51M	0.1%	−3,682−22.7%	Reduced	Holders
Q4 2023	16,204	$2.76M	0.1%	−992−5.8%	Reduced	Holders
Q3 2023	17,196	$2.49M	0.1%	−333−1.9%	Reduced	Holders
Q2 2023	17,529	$2.55M	0.1%	+88+0.5%	Added	Holders
Q1 2023	17,441	$2.27M	0.1%	−207−1.2%	Reduced	Holders
Q4 2022	17,648	$2.37M	0.1%	−509−2.8%	Reduced	Holders
Q3 2022	18,157	$1.90M	0.1%	−370−2.0%	Reduced	Holders
Q2 2022	18,527	$2.09M	0.1%	−21,532−53.8%	Reduced	Holders
Q1 2022	40,059	$5.46M	0.3%	−78−0.2%	Reduced	Holders
Q4 2021	40,137	$6.36M	0.3%	+1,170+3.0%	Added	Holders
Q3 2021	38,967	$6.38M	0.4%	−248−0.6%	Reduced	Holders
Q2 2021	39,215	$6.10M	0.4%	−8,704−18.2%	Reduced	Holders
Q1 2021	47,919	$7.29M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.