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Disclosery

Heritage Trust Co: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on JPM, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 68,110 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,110 shares
    Change vs previous 13F +509 shares

    1.93% of the 13F portfolio, value $22,294,464.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 67,601 shares
    Change vs previous 13F -526 shares

    1.99% of the 13F portfolio, value $19,885,501.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 68,127 shares
    Change vs previous 13F +46 shares

    2.23% of the 13F portfolio, value $21,951,904.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,081 shares
    Change vs previous 13F +849 shares

    2.28% of the 13F portfolio, value $21,474,805.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 67,232 shares
    Change vs previous 13F -2,102 shares

    2.25% of the 13F portfolio, value $19,491,215.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 69,334 shares
    Change vs previous 13F -3,547 shares

    2.06% of the 13F portfolio, value $17,007,674.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 72,881 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $17,470,300.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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