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Disclosery

Heritage Wealth Advisors: JPM position timeline

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

Heritage Wealth Advisors held 123,143 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,143 shares
    Change vs previous 13F -2,198 shares

    1.38% of the 13F portfolio, value $40,308,249.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 125,341 shares
    Change vs previous 13F -25,923 shares

    1.44% of the 13F portfolio, value $36,870,451.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 151,264 shares
    Change vs previous 13F +7,208 shares

    1.86% of the 13F portfolio, value $48,740,279.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 144,056 shares
    Change vs previous 13F +133,203 shares

    1.99% of the 13F portfolio, value $45,439,475.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 10,853 shares
    Change vs previous 13F -1,176 shares

    0.15% of the 13F portfolio, value $3,146,286.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 12,029 shares
    Change vs previous 13F -440 shares

    0.15% of the 13F portfolio, value $2,950,754.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 12,469 shares
    Change vs previous 13F -163 shares

    0.15% of the 13F portfolio, value $2,988,985.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,632 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,663,543.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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