Andrew Hill Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Andrew Hill Investment Advisors’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	$1.77M	Sell	5,406 -3,998	-43%	-$1.24M	1.31%	30
2026 Q1	$2.77M	Sell	9,404 -12,431	-57%	-$3.77M	2.47%	18
2025 Q4	$7.04M	Buy	21,835 +1,488	+7%	+$461K	5.36%	4
2025 Q3	$6.42M	Sell	20,347 -413	-2%	-$123K	4.99%	2
2025 Q2	$6.02M	Sell	20,760 -23	-0.1%	-$5.87K	4.84%	2
2025 Q1	$5.1M	Sell	20,783 -3,810	-15%	-$971K	4.93%	7
2024 Q4	$5.9M	Sell	24,593 -2,480	-9%	-$578K	4.38%	4
2024 Q3	$5.71M	Buy	27,073 +309	+1%	+$65.1K	4.28%	5
2024 Q2	$5.41M	Buy	26,764 +2,505	+10%	+$490K	4.49%	4
2024 Q1	$4.86M	Buy	24,259 +5,688	+31%	+$1.03M	4.29%	4
2023 Q4	$3.16M	Buy	+18,571	New	+$2.81M	3.29%	15
2022 Q3	–	Sell	-21,367	Closed	-$2.41M	–	51
2022 Q2	$2.41M	Buy	21,367 +13,565	+174%	+$1.68M	3.46%	11
2022 Q1	$1.06M	Sell	7,802 -20,806	-73%	-$3.07M	1.18%	29
2021 Q4	$4.53M	Buy	+28,608	New	+$4.7M	4.23%	4

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Andrew Hill Investment Advisors's JPM Position: Q2 2026 in Review

Andrew Hill Investment Advisors reduced its JPMorgan Chase (JPM) stake by 43% in Q2 2026, selling an estimated $1.24M and leaving 5,406 shares worth $1.77M. The position accounts for 1.31% of the portfolio, ranked #30.

Andrew Hill Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.04M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Andrew Hill Investment Advisors held 5,406 shares of JPMorgan Chase worth $1.77M as of Q2 2026.
Andrew Hill Investment Advisors sold 3,998 JPMorgan Chase shares in Q2 2026, an estimated $1.24M.
JPMorgan Chase made up 1.31% of Andrew Hill Investment Advisors's portfolio in Q2 2026, its #30 holding.
Andrew Hill Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
Andrew Hill Investment Advisors's JPMorgan Chase position peaked at $7.04M in Q4 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Andrew Hill Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.