AHL
JPM icon

Abel Hall LLC’s JPMorgan Chase JPM Stock Holding History

Abel Hall 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
Q2 		$3.31M Buy
10,120
+3,024
+43% +$939K 0.57% 19
2026
Q1 		$2.09M Sell
7,096
-4,152
-37% -$1.26M 0.44% 25
2025
Q4 		$3.62M Buy
11,248
+5,917
+111% +$1.83M 0.85% 17
2025
Q3 		$1.68M Sell
5,331
-104
-2% -$30.9K 0.68% 25
2025
Q2 		$1.58M Buy
5,435
+1,551
+40% +$396K 0.73% 23
2025
Q1 		$953K Sell
3,884
-935
-19% -$238K 0.58% 27
2024
Q4 		$1.16M Buy
4,819
+108
+2% +$25.2K 0.74% 25
2024
Q3 		$993K Sell
4,711
-47
-1% -$9.9K 0.65% 24
2024
Q2 		$962K Buy
4,758
+1,249
+36% +$244K 0.68% 25
2024
Q1 		$703K Buy
3,509
+179
+5% +$32.3K 0.53% 31
2023
Q4 		$566K Buy
+3,330
New +$505K 0.48% 31

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Abel Hall LLC's JPM Position: Q2 2026 in Review

Abel Hall LLC increased its JPMorgan Chase (JPM) stake by 43% in Q2 2026, buying an estimated $939K and bringing the position to 10,120 shares worth $3.31M. The position accounts for 0.57% of the portfolio, ranked #19.

Abel Hall LLC first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.62M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abel Hall LLC held 10,120 shares of JPMorgan Chase worth $3.31M as of Q2 2026.
  • Abel Hall LLC bought 3,024 JPMorgan Chase shares in Q2 2026, an estimated $939K.
  • JPMorgan Chase made up 0.57% of Abel Hall LLC's portfolio in Q2 2026, its #19 holding.
  • Abel Hall LLC first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Abel Hall LLC's JPMorgan Chase position peaked at $3.62M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.