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Gross & Hartman Investments’s JPMorgan Chase JPM Stock Holding History

Gross & Hartman Investments’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 		$281K Hold
860
– – 0.12% 61
2026
Q1 		$253K Sell
860
-20
-2% -$6.07K 0.13% 61
2025
Q4 		$284K Buy
+880
New +$272K 0.16% 56

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gross & Hartman Investments's JPM Position: Q2 2026 in Review

Gross & Hartman Investments held its JPMorgan Chase (JPM) position steady in Q2 2026 at 860 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #61.

Gross & Hartman Investments first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gross & Hartman Investments held 860 shares of JPMorgan Chase worth $281K as of Q2 2026.
  • Gross & Hartman Investments left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.12% of Gross & Hartman Investments's portfolio in Q2 2026, its #61 holding.
  • Gross & Hartman Investments first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Gross & Hartman Investments's JPMorgan Chase position peaked at $284K in Q4 2025.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.