FHWM
JPM icon

Fox Hill Wealth Management’s JPMorgan Chase JPM Stock Holding History

Fox Hill Wealth Management’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 		$261K Buy
796
+1
+0.1% +$311 0.1% 100
2026
Q1 		$234K Buy
795
+26
+3% +$7.89K 0.11% 97
2025
Q4 		$248K Buy
769
+81
+12% +$25.1K 0.12% 98
2025
Q3 		$217K Buy
+688
New +$205K 0.1% 107

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fox Hill Wealth Management's JPM Position: Q2 2026 in Review

Fox Hill Wealth Management increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $311 and bringing the position to 796 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #100.

Fox Hill Wealth Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fox Hill Wealth Management held 796 shares of JPMorgan Chase worth $261K as of Q2 2026.
  • Fox Hill Wealth Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.1% of Fox Hill Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Fox Hill Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.