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Anderson Hoagland & Co’s JPMorgan Chase JPM Stock Holding History

Anderson Hoagland & Co’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 		$27.9M Sell
85,086
-494
-0.6% -$153K 2.18% 11
2026
Q1 		$25.2M Sell
85,580
-1,713
-2% -$520K 2.17% 11
2025
Q4 		$28.1M Sell
87,293
-376
-0.4% -$116K 2.42% 10
2025
Q3 		$27.7M Sell
87,669
-1,138
-1% -$338K 2.48% 10
2025
Q2 		$25.7M Sell
88,807
-1,498
-2% -$382K 2.46% 10
2025
Q1 		$19.6M Sell
90,305
-8,210
-8% -$2.09M 2.32% 11
2024
Q4 		$25.5M Sell
98,515
-1,571
-2% -$366K 2.63% 11
2024
Q3 		$21.1M Sell
100,086
-10
-0% -$2.11K 2.16% 13
2024
Q2 		$20.8M Sell
100,096
-384
-0.4% -$75.1K 2.18% 13
2024
Q1 		$19.6M Sell
100,480
-1,142
-1% -$206K 2.2% 12
2023
Q4 		$17.1M Sell
101,622
-2,920
-3% -$443K 2.09% 14
2023
Q3 		$15.2M Buy
104,542
+386
+0.4% +$57.9K 2.03% 14
2023
Q2 		$15.1M Sell
104,156
-703
-0.7% -$96.7K 1.95% 14
2023
Q1 		$13.7M Sell
104,859
-75
-0.1% -$10.3K 1.96% 14
2022
Q4 		$14.1M Sell
104,934
-51
-0% -$6.46K 2.06% 13
2022
Q3 		$11M Sell
104,985
-830
-0.8% -$95.3K 1.76% 14
2022
Q2 		$12.1M Sell
105,815
-6
-0% -$743 1.82% 16
2022
Q1 		$14.4M Sell
105,821
-747
-0.7% -$110K 1.86% 15
2021
Q4 		$15.4M Buy
106,568
+1,231
+1% +$202K 2.02% 12
2021
Q3 		$17.2M Sell
105,337
-1,509
-1% -$237K 2.2% 13
2021
Q2 		$16.6M Buy
106,846
+1,539
+1% +$242K 2.11% 13
2021
Q1 		$16M Buy
105,307
+5,005
+5% +$720K 2.27% 11
2020
Q4 		$12.7M Buy
100,302
+30,383
+43% +$3.4M 2.02% 14
2020
Q3 		$6.58M Buy
69,919
+1,637
+2% +$161K 3.14% 6
2020
Q2 		$6.42M Sell
68,282
-2,139
-3% -$203K 3.03% 7
2020
Q1 		$6.46M Buy
70,421
+7,405
+12% +$900K 3.99% 6
2019
Q4 		$8.3M Sell
63,016
-5,848
-8% -$750K 4.7% 5
2019
Q3 		$7.57M Sell
68,864
-461
-0.7% -$52.1K 4.59% 5
2019
Q2 		$7.35M Sell
69,325
-1,808
-3% -$199K 4.55% 5
2019
Q1 		$7.64M Buy
71,133
+452
+0.6% +$46.6K 4.6% 3
2018
Q4 		$6.82M Sell
70,681
-552
-0.8% -$58.8K 4.84% 3
2018
Q3 		$8.13M Sell
71,233
-11,811
-14% -$1.34M 4.57% 3
2018
Q2 		$8.65M Buy
83,044
+100
+0.1% +$11K 4.83% 2
2018
Q1 		$9.12M Sell
82,944
-662
-0.8% -$75K 5.25% 2
2017
Q4 		$8.94M Sell
83,606
-4,826
-5% -$489K 5.26% 2
2017
Q3 		$8.45M Sell
88,432
-1,727
-2% -$159K 5.2% 1
2017
Q2 		$8.2M Sell
90,159
-17,551
-16% -$1.51M 5.24% 1
2017
Q1 		$9.46M Buy
107,710
+131
+0.1% +$11.6K 5.1% 1
2016
Q4 		$9.28M Sell
107,579
-3,256
-3% -$248K 5.41% 1
2016
Q3 		$7.38M Buy
110,835
+606
+0.5% +$39.5K 4.24% 1
2016
Q2 		$6.8M Buy
110,229
+97
+0.1% +$6.06K 4.18% 1
2016
Q1 		$6.52M Buy
110,132
+3,526
+3% +$206K 4.05% 1
2015
Q4 		$6.99M Sell
106,606
-765
-0.7% -$49.8K 4.3% 1
2015
Q3 		$6.55M Sell
107,371
-6,405
-6% -$420K 4.16% 1
2015
Q2 		$7.71M Sell
113,776
-1,230
-1% -$80.3K 4.49% 1
2015
Q1 		$7.28M Buy
115,006
+4,580
+4% +$271K 4.21% 1
2014
Q4 		$6.91M Buy
110,426
+13
+0% +$782 4.2% 1
2014
Q3 		$6.56M Buy
110,413
+900
+0.8% +$52.6K 4.07% 1
2014
Q2 		$6.31M Sell
109,513
-5,095
-4% -$286K 4.06% 1
2014
Q1 		$6.96M Sell
114,608
-4,883
-4% -$282K 4.62% 1
2013
Q4 		$6.99M Sell
119,491
-3,603
-3% -$197K 4.82% 1
2013
Q3 		$6.36M Buy
123,094
+27,250
+28% +$1.46M 4.41% 2
2013
Q2 		$5.06M Buy
+95,844
New +$4.87M 6.1% 2

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Anderson Hoagland & Co's JPM Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its JPMorgan Chase (JPM) stake by 0.58% in Q2 2026, selling an estimated $153K and leaving 85,086 shares worth $27.9M. The position accounts for 2.18% of the portfolio, ranked #11.

Anderson Hoagland & Co first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.1M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Anderson Hoagland & Co held 85,086 shares of JPMorgan Chase worth $27.9M as of Q2 2026.
  • Anderson Hoagland & Co sold 494 JPMorgan Chase shares in Q2 2026, an estimated $153K.
  • JPMorgan Chase made up 2.18% of Anderson Hoagland & Co's portfolio in Q2 2026, its #11 holding.
  • Anderson Hoagland & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Anderson Hoagland & Co's JPMorgan Chase position peaked at $28.1M in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.