Hager Investment Management Services’s JPMorgan Chase JPM Stock Holding History

Hager Investment Management Services’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	$3.77M	Sell	11,515 -430	-4%	-$134K	1.73%	21
2026 Q1	$3.51M	Sell	11,945 -30	-0.3%	-$9.11K	1.93%	15
2025 Q4	$3.86M	Sell	11,975 -698	-6%	-$216K	2.1%	10
2025 Q3	$4M	Sell	12,673 -951	-7%	-$283K	2.16%	11
2025 Q2	$3.95M	Sell	13,624 -237	-2%	-$60.5K	2.36%	13
2025 Q1	$3.4M	Sell	13,861 -529	-4%	-$135K	2.38%	12
2024 Q4	$3.45M	Buy	+14,390	New	+$3.35M	2.15%	14

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Hager Investment Management Services's JPM Position: Q2 2026 in Review

Hager Investment Management Services reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $134K and leaving 11,515 shares worth $3.77M. The position accounts for 1.73% of the portfolio, ranked #21.

Hager Investment Management Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4M in Q3 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hager Investment Management Services held 11,515 shares of JPMorgan Chase worth $3.77M as of Q2 2026.
Hager Investment Management Services sold 430 JPMorgan Chase shares in Q2 2026, an estimated $134K.
JPMorgan Chase made up 1.73% of Hager Investment Management Services's portfolio in Q2 2026, its #21 holding.
Hager Investment Management Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's JPMorgan Chase position peaked at $4M in Q3 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.