Heritage Oak Wealth Advisors LLC
- SEC CIK
- 0002035533
- Latest filing
- Jul 23, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Heritage Oak Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,086
- Value
- $355.4K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,086 | $355.4K | 0.1% | +110+11.3% | Added | Holders |
| Q1 2026 | 976 | $287.0K | 0.1% | +219+28.9% | Added | Holders |
| Q4 2025 | 757 | $243.9K | 0.1% | +63+9.1% | Added | Holders |
| Q3 2025 | 694 | $218.9K | 0.1% | +694 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,059−100.0% | Sold out | Holders |
| Q3 2024 | 1,059 | $223.3K | 0.1% | +1,059 | New | Holders |