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GHP Investment Advisors’s JPMorgan Chase JPM Stock Holding History

GHP 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 		$30M Buy
91,710
+809
+0.9% +$251K 1.1% 12
2026
Q1 		$26.7M Sell
90,901
-1,379
-1% -$419K 1.1% 14
2025
Q4 		$29.7M Sell
92,280
-972
-1% -$301K 1.22% 10
2025
Q3 		$29.4M Sell
93,252
-1,709
-2% -$508K 1.24% 5
2025
Q2 		$27.5M Buy
94,961
+529
+0.6% +$135K 1.22% 6
2025
Q1 		$23.2M Buy
94,432
+1,676
+2% +$427K 1.11% 9
2024
Q4 		$22.2M Buy
92,756
+122
+0.1% +$28.4K 1.04% 10
2024
Q3 		$19.5M Buy
92,634
+82
+0.1% +$17.3K 0.9% 21
2024
Q2 		$18.7M Buy
92,552
+941
+1% +$184K 0.94% 18
2024
Q1 		$18.3M Buy
91,611
+1,122
+1% +$202K 0.91% 19
2023
Q4 		$15.4M Buy
90,489
+684
+0.8% +$104K 0.83% 25
2023
Q3 		$13.3M Buy
89,805
+1,444
+2% +$216K 0.81% 25
2023
Q2 		$13.6M Buy
88,361
+5,774
+7% +$794K 0.8% 24
2023
Q1 		$10.8M Buy
82,587
+2,369
+3% +$325K 0.68% 35
2022
Q4 		$10.8M Buy
80,218
+3,083
+4% +$391K 0.73% 30
2022
Q3 		$8.06M Buy
77,135
+2,520
+3% +$289K 0.62% 38
2022
Q2 		$8.4M Sell
74,615
-283
-0.4% -$35.1K 0.62% 40
2022
Q1 		$10.2M Buy
74,898
+1,634
+2% +$241K 0.67% 35
2021
Q4 		$11.6M Buy
73,264
+2,080
+3% +$342K 0.82% 26
2021
Q3 		$11.7M Buy
71,184
+2,248
+3% +$352K 0.92% 22
2021
Q2 		$10.7M Buy
68,936
+2,285
+3% +$359K 0.86% 24
2021
Q1 		$10.1M Buy
66,651
+2,883
+5% +$415K 0.88% 24
2020
Q4 		$8.1M Buy
63,768
+1,007
+2% +$113K 0.77% 37
2020
Q3 		$6.04M Buy
62,761
+73
+0.1% +$7.17K 0.68% 47
2020
Q2 		$5.9M Sell
62,688
-817
-1% -$77.5K 0.73% 41
2020
Q1 		$5.72M Buy
63,505
+572
+0.9% +$69.5K 0.86% 27
2019
Q4 		$8.77M Buy
62,933
+2,218
+4% +$284K 0.94% 25
2019
Q3 		$7.14M Sell
60,715
-3,740
-6% -$423K 0.89% 27
2019
Q2 		$7.21M Buy
64,455
+332
+0.5% +$36.6K 0.88% 26
2019
Q1 		$6.49M Buy
64,123
+2,055
+3% +$212K 0.84% 30
2018
Q4 		$6.06M Buy
62,068
+3,997
+7% +$426K 0.91% 22
2018
Q3 		$6.55M Buy
58,071
+1,812
+3% +$206K 0.88% 22
2018
Q2 		$5.86M Buy
56,259
+2,680
+5% +$294K 0.82% 23
2018
Q1 		$5.89M Buy
53,579
+787
+1% +$89.1K 0.84% 22
2017
Q4 		$5.65M Buy
52,792
+522
+1% +$52.9K 0.8% 21
2017
Q3 		$4.99M Buy
52,270
+1,763
+3% +$163K 0.76% 26
2017
Q2 		$4.62M Buy
50,507
+173
+0.3% +$14.9K 0.73% 27
2017
Q1 		$4.42M Buy
50,334
+1,189
+2% +$105K 0.76% 27
2016
Q4 		$4.24M Buy
49,145
+156
+0.3% +$11.9K 0.79% 25
2016
Q3 		$3.26M Sell
48,989
-923
-2% -$60.2K 0.67% 31
2016
Q2 		$3.1M Buy
49,912
+2,959
+6% +$185K 0.67% 32
2016
Q1 		$2.78M Buy
46,953
+3,652
+8% +$213K 0.63% 34
2015
Q4 		$2.86M Buy
43,301
+3,721
+9% +$242K 0.69% 30
2015
Q3 		$2.41M Sell
39,580
-1,071
-3% -$70.1K 0.62% 35
2015
Q2 		$2.8M Buy
40,651
+5,942
+17% +$388K 0.69% 25
2015
Q1 		$2.1M Buy
34,709
+5,883
+20% +$348K 0.55% 42
2014
Q4 		$1.8M Buy
28,826
+686
+2% +$41.3K 0.5% 44
2014
Q3 		$1.7M Sell
28,140
-203
-0.7% -$11.9K 0.5% 44
2014
Q2 		$1.63M Sell
28,343
-1,167
-4% -$65.6K 0.48% 42
2014
Q1 		$1.79M Buy
29,510
+416
+1% +$24K 0.57% 36
2013
Q4 		$1.7M Sell
29,094
-1,110
-4% -$60.8K 0.56% 34
2013
Q3 		$1.56M Buy
30,204
+43
+0.1% +$2.31K 0.57% 35
2013
Q2 		$1.59M Buy
+30,161
New +$1.53M 0.64% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

GHP Investment Advisors's JPM Position: Q2 2026 in Review

GHP Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, buying an estimated $251K and bringing the position to 91,710 shares worth $30M. The position accounts for 1.1% of the portfolio, ranked #12.

GHP Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GHP Investment Advisors held 91,710 shares of JPMorgan Chase worth $30M as of Q2 2026.
  • GHP Investment Advisors bought 809 JPMorgan Chase shares in Q2 2026, an estimated $251K.
  • JPMorgan Chase made up 1.1% of GHP Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • GHP Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.