Skip to content
Disclosery

JPMORGAN CHASE & CO: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on HRTG, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 76,852 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,852 shares
    Change vs previous 13F -4,035 shares

    <0.01% of the 13F portfolio, value $2,021,207.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & 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/A 80,887 shares
    Change vs previous 13F -3,840 shares

    <0.01% of the 13F portfolio, value $2,124,092.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & 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 84,727 shares
    Change vs previous 13F +19,362 shares

    <0.01% of the 13F portfolio, value $2,479,112.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & 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/A 65,365 shares
    Change vs previous 13F -75,514 shares

    <0.01% of the 13F portfolio, value $1,645,891.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & 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 140,879 shares
    Change vs previous 13F +128,927 shares

    <0.01% of the 13F portfolio, value $3,513,522.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & 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 11,952 shares
    Change vs previous 13F +1,479 shares

    <0.01% of the 13F portfolio, value $172,348.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & 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 10,473 shares
    Change vs previous 13F -148,532 shares

    <0.01% of the 13F portfolio, value $126,723.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 159,005 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,946,221.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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