BHK Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.41M | Sell |
7,361
-174
| -2% | -$54K | 0.72% | 20 |
|
|
2026
Q1 | $2.22M | Buy |
7,535
+59
| +0.8% | +$17.9K | 0.74% | 19 |
|
|
2025
Q4 | $2.41M | Sell |
7,476
-452
| -6% | -$140K | 0.79% | 18 |
|
|
2025
Q3 | $2.5M | Sell |
7,928
-49
| -0.6% | -$14.6K | 0.93% | 17 |
|
|
2025
Q2 | $2.31M | Sell |
7,977
-773
| -9% | -$197K | 0.91% | 17 |
|
|
2025
Q1 | $2.15M | Sell |
8,750
-574
| -6% | -$146K | 0.91% | 17 |
|
|
2024
Q4 | $2.24M | Sell |
9,324
-904
| -9% | -$211K | 0.84% | 17 |
|
|
2024
Q3 | $2.16M | Sell |
10,228
-284
| -3% | -$59.8K | 0.8% | 17 |
|
|
2024
Q2 | $2.13M | Sell |
10,512
-463
| -4% | -$90.5K | 0.83% | 17 |
|
|
2024
Q1 | $2.2M | Buy |
10,975
+3,954
| +56% | +$713K | 0.84% | 17 |
|
|
2023
Q4 | $1.19M | Sell |
7,021
-3,278
| -32% | -$497K | 0.69% | 18 |
|
|
2023
Q3 | $1.49M | Sell |
10,299
-1,205
| -10% | -$181K | 0.69% | 17 |
|
|
2023
Q2 | $1.67M | Sell |
11,504
-356
| -3% | -$49K | 0.72% | 18 |
|
|
2023
Q1 | $1.55M | Buy |
11,860
+844
| +8% | +$116K | 0.68% | 20 |
|
|
2022
Q4 | $1.48M | Sell |
11,016
-1,008
| -8% | -$128K | 0.83% | 18 |
|
|
2022
Q3 | $1.26M | Buy |
12,024
+476
| +4% | +$54.6K | 0.63% | 20 |
|
|
2022
Q2 | $1.3M | Buy |
11,548
+1,590
| +16% | +$197K | 0.58% | 20 |
|
|
2022
Q1 | $1.36M | Buy |
9,958
+326
| +3% | +$48.1K | 0.57% | 20 |
|
|
2021
Q4 | $1.52M | Sell |
9,632
-371
| -4% | -$60.9K | 0.6% | 20 |
|
|
2021
Q3 | $1.64M | Buy |
10,003
+3
| +0% | +$470 | 0.67% | 18 |
|
|
2021
Q2 | $1.55M | Sell |
10,000
-758
| -7% | -$119K | 0.64% | 19 |
|
|
2021
Q1 | $1.37M | Buy |
10,758
+100
| +0.9% | +$14.4K | 0.63% | 21 |
|
|
2020
Q4 | $1.35M | Buy |
10,658
+176
| +2% | +$19.7K | 0.63% | 21 |
|
|
2020
Q3 | $1.01M | Buy |
10,482
+406
| +4% | +$39.9K | 0.57% | 23 |
|
|
2020
Q2 | $948K | Buy |
10,076
+4,100
| +69% | +$389K | 0.56% | 24 |
|
|
2020
Q1 | $538K | Buy |
5,976
+922
| +18% | +$112K | 0.38% | 28 |
|
|
2019
Q4 | $704K | Sell |
5,054
-1,149
| -19% | -$147K | 0.4% | 28 |
|
|
2019
Q3 | $730K | Buy |
6,203
+224
| +4% | +$25.3K | 0.42% | 38 |
|
|
2019
Q2 | $668K | Buy |
5,979
+1,002
| +20% | +$110K | 0.38% | 42 |
|
|
2019
Q1 | $504K | Buy |
4,977
+635
| +15% | +$65.4K | 0.31% | 47 |
|
|
2018
Q4 | $424K | Buy |
4,342
+172
| +4% | +$18.3K | 0.32% | 37 |
|
|
2018
Q3 | $470K | Buy |
4,170
+23
| +0.6% | +$2.61K | 0.32% | 41 |
|
|
2018
Q2 | $432K | Sell |
4,147
-293
| -7% | -$32.1K | 0.3% | 39 |
|
|
2018
Q1 | $488K | Buy |
4,440
+1,254
| +39% | +$142K | 0.36% | 31 |
|
|
2017
Q4 | $341K | Buy |
+3,186
| New | +$323K | 0.29% | 37 |
|
Other funds holding JPM
RG
TWC
ATO
BHK Investment Advisors's JPM Position: Q2 2026 in Review
BHK Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $54K and leaving 7,361 shares worth $2.41M. The position accounts for 0.72% of the portfolio, ranked #20.
BHK Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.5M in Q3 2025. 2,023 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- BHK Investment Advisors held 7,361 shares of JPMorgan Chase worth $2.41M as of Q2 2026.
- BHK Investment Advisors sold 174 JPMorgan Chase shares in Q2 2026, an estimated $54K.
- JPMorgan Chase made up 0.72% of BHK Investment Advisors's portfolio in Q2 2026, its #20 holding.
- BHK Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- BHK Investment Advisors's JPMorgan Chase position peaked at $2.5M in Q3 2025.
- 2,023 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.