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H&H Retirement Design & Management’s JPMorgan Chase JPM Stock Holding History

H&H Retirement Design & 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 		$178K Buy
+517
New +$161K 0.08% 101
2023
Q4 		– Sell
-2,609
Closed -$386K – 66
2023
Q3 		$386K Buy
+2,609
New +$391K 0.27% 41

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

H&H Retirement Design & Management's JPM Position: Q2 2026 in Review

H&H Retirement Design & Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 517 shares worth $178K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings. This is a return to the name: H&H Retirement Design & Management previously reported a position in JPM as recently as Q3 2023.

H&H Retirement Design & Management first reported a position in JPM in Q3 2023 and has held it in 2 quarters since. The position peaked at $386K in Q3 2023. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • H&H Retirement Design & Management held 517 shares of JPMorgan Chase worth $178K as of Q2 2026.
  • JPMorgan Chase was a new H&H Retirement Design & Management position in Q2 2026.
  • JPMorgan Chase made up 0.08% of H&H Retirement Design & Management's portfolio in Q2 2026, its #101 holding.
  • H&H Retirement Design & Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 2 quarters since.
  • H&H Retirement Design & Management's JPMorgan Chase position peaked at $386K in Q3 2023.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.