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Heartwood Wealth Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heartwood Wealth Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Heartwood Wealth Advisors LLC held 7,364 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,364 shares
    Change vs previous 13F +154 shares

    0.19% of the 13F portfolio, value $2,436,232.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,210 shares
    Change vs previous 13F -94 shares

    0.18% of the 13F portfolio, value $2,360,049.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,304 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $2,148,545.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,298 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $2,351,562.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,295 shares
    Change vs previous 13F -64 shares

    0.21% of the 13F portfolio, value $2,301,062.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,359 shares
    Change vs previous 13F +442 shares

    0.22% of the 13F portfolio, value $2,133,448.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,917 shares
    Change vs previous 13F -18 shares

    0.19% of the 13F portfolio, value $1,696,740.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,935 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,662,389.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).