HERITAGE INVESTORS MANAGEMENT CORP JPM — J.P. MORGAN & CO COM

Ownership history in HERITAGE INVESTORS MANAGEMENT CORP  ·  105 quarters on record

AI Ownership Summary

HERITAGE INVESTORS MANAGEMENT CORP reported J.P. MORGAN & CO COM (JPM) in 105 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.87% in 2025 Q2. The latest visible filing shows JPM at 1.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HERITAGE INVESTORS MANAGEMENT CORP's position in J.P. MORGAN & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page HERITAGE INVESTORS MANAGEMENT CORP fund profile HERITAGE INVESTORS MANAGEMENT CORP full holdings
How HERITAGE INVESTORS MANAGEMENT CORP held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 190,490 -434 -0.2% 1.70% $56K 2026-04-24 $308.28
2025 Q4 REDUCED — — — 190,924 -4,060 -2.1% 1.79% $61.5M 2026-02-06 $320.76
2025 Q3 REDUCED — — — 194,984 -9,030 -4.4% 1.84% $61.5M 2025-11-04 $306.29
2025 Q2 REDUCED — — — 204,014 -4,265 -2.0% 1.87% $59.1M 2025-08-04 $290.04
2025 Q1 REDUCED — — — 208,279 -4,790 -2.2% 1.75% $51.1M 2025-05-05 $247.74
2024 Q4 REDUCED — — — 213,069 -1,331 -0.6% 1.65% $51.1M 2025-02-05 $263.65
2024 Q3 REDUCED — — — 214,400 -5,639 -2.6% 1.51% $45.2M 2024-10-30 $217.66
2024 Q2 REDUCED — — — 220,039 -6,678 -2.9% 1.55% $44.5M 2024-07-30 $207.44
2024 Q1 REDUCED — — — 226,717 -6,717 -2.9% 1.60% $45.4M 2024-04-29 $185.30
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 2.35% Roxbury Financial LLC 2.17% Adelphi Trust Co 2.13% EASTERN BANK 3Y 7Y 2.05% First Financial Bank - Trust Division 3Y 7Y 1.68% First County Bank /CT/ 3Y 1.5% Hilltop National Bank 0.8% First Nebraska Trust Co 0.69% Global Wealth Strategies & Associates 3Y 0.5% Box Hill Private Wealth LLC 0.49%

FAQ About HERITAGE INVESTORS MANAGEMENT CORP and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HERITAGE INVESTORS MANAGEMENT CORP reported owning JPM?

HERITAGE INVESTORS MANAGEMENT CORP reported JPM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JPM position in HERITAGE INVESTORS MANAGEMENT CORP's portfolio?

The largest reported portfolio weight for JPM was 1.87% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when HERITAGE INVESTORS MANAGEMENT CORP reported 190,490 shares, equal to 1.70% of portfolio, with an estimated market value of $56K.

What does the chart on this JPM ownership page compare?

The chart compares HERITAGE INVESTORS MANAGEMENT CORP's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HERITAGE INVESTORS MANAGEMENT CORP time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, HERITAGE INVESTORS MANAGEMENT CORP correctly timed 56 out of 104 reported position changes (54%). The annualised alpha on JPM relative to SPY over the holding period was +1.7%.

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