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Seven Hills Financial, LLC’s JPMorgan Chase JPM Stock Holding History

Seven Hills Financial, LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$704K Buy
+2,128
New +$744K 0.42% 38

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Seven Hills Financial, LLC's JPM Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 2,128 shares worth $704K. The stake represents 0.42% of the portfolio and ranks #38 among its holdings.

444 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Seven Hills Financial, LLC held 2,128 shares of JPMorgan Chase worth $704K as of Q3 2026.
  • JPMorgan Chase was a new Seven Hills Financial, LLC position in Q3 2026.
  • JPMorgan Chase made up 0.42% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #38 holding.
  • 444 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.