Halbert Hargrove Global Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $395K | Buy |
1,206
+24
| +2% | +$7.45K | 0.02% | 78 |
|
|
2026
Q1 | $348K | Hold |
1,182
| – | – | 0.02% | 73 |
|
|
2025
Q4 | $381K | Buy |
1,182
+631
| +115% | +$195K | 0.02% | 74 |
|
|
2025
Q3 | $174K | Buy |
551
+258
| +88% | +$76.7K | 0.01% | 113 |
|
|
2025
Q2 | $84.9K | Sell |
293
-26
| -8% | -$6.63K | ﹤0.01% | 121 |
|
|
2025
Q1 | $78.2K | Buy |
319
+72
| +29% | +$18.4K | ﹤0.01% | 130 |
|
|
2024
Q4 | $59.2K | Buy |
+247
| New | +$57.5K | ﹤0.01% | 139 |
|
|
2024
Q1 | – | Sell |
-1,341
| Closed | -$228K | – | 110 |
|
|
2023
Q4 | $228K | Buy |
+1,341
| New | +$203K | 0.02% | 89 |
|
|
2023
Q2 | – | Sell |
-8,321
| Closed | -$1.08M | – | 132 |
|
|
2023
Q1 | $1.08M | Buy |
8,321
+590
| +8% | +$80.8K | 0.07% | 45 |
|
|
2022
Q4 | $1.04M | Sell |
7,731
-290
| -4% | -$36.7K | 0.07% | 45 |
|
|
2022
Q3 | $838K | Buy |
8,021
+853
| +12% | +$97.9K | 0.06% | 53 |
|
|
2022
Q2 | $807K | Sell |
7,168
-331
| -4% | -$41K | 0.06% | 58 |
|
|
2022
Q1 | $1.02M | Buy |
7,499
+180
| +2% | +$26.6K | 0.07% | 55 |
|
|
2021
Q4 | $1.16M | Buy |
7,319
+124
| +2% | +$20.4K | 0.07% | 48 |
|
|
2021
Q3 | $1.18M | Buy |
7,195
+175
| +2% | +$27.4K | 0.08% | 40 |
|
|
2021
Q2 | $1.09M | Buy |
7,020
+705
| +11% | +$111K | 0.07% | 42 |
|
|
2021
Q1 | $961K | Buy |
6,315
+486
| +8% | +$69.9K | 0.07% | 40 |
|
|
2020
Q4 | $740K | Buy |
5,829
+33
| +0.6% | +$3.69K | 0.06% | 42 |
|
|
2020
Q3 | $558K | Buy |
5,796
+74
| +1% | +$7.27K | 0.05% | 46 |
|
|
2020
Q2 | $539K | Sell |
5,722
-573
| -9% | -$54.4K | 0.08% | 35 |
|
|
2020
Q1 | $567K | Buy |
6,295
+559
| +10% | +$67.9K | 0.1% | 30 |
|
|
2019
Q4 | $800K | Sell |
5,736
-1,981
| -26% | -$254K | 0.21% | 25 |
|
|
2019
Q3 | $908K | Buy |
7,717
+1,693
| +28% | +$191K | 0.24% | 18 |
|
|
2019
Q2 | $673K | Sell |
6,024
-116
| -2% | -$12.8K | 0.18% | 23 |
|
|
2019
Q1 | $622K | Sell |
6,140
-68
| -1% | -$7K | 2.19% | 10 |
|
|
2018
Q4 | $606K | Buy |
6,208
+158
| +3% | +$16.8K | 0.14% | 30 |
|
|
2018
Q3 | $683K | Sell |
6,050
-131
| -2% | -$14.9K | 0.18% | 24 |
|
|
2018
Q2 | $644K | Sell |
6,181
-90
| -1% | -$9.87K | 0.17% | 24 |
|
|
2018
Q1 | $690K | Sell |
6,271
-177
| -3% | -$20K | 0.18% | 21 |
|
|
2017
Q4 | $690K | Sell |
6,448
-212
| -3% | -$21.5K | 0.18% | 22 |
|
|
2017
Q3 | $636K | Sell |
6,660
-109
| -2% | -$10.1K | 0.18% | 21 |
|
|
2017
Q2 | $619K | Sell |
6,769
-462
| -6% | -$39.9K | 0.16% | 23 |
|
|
2017
Q1 | $635K | Sell |
7,231
-372
| -5% | -$32.8K | 0.16% | 27 |
|
|
2016
Q4 | $656K | Buy |
7,603
+147
| +2% | +$11.2K | 0.18% | 22 |
|
|
2016
Q3 | $497K | Sell |
7,456
-1,830
| -20% | -$119K | 0.14% | 28 |
|
|
2016
Q2 | $577K | Sell |
9,286
-877
| -9% | -$54.8K | 0.17% | 23 |
|
|
2016
Q1 | $602K | Sell |
10,163
-3,046
| -23% | -$178K | 0.22% | 23 |
|
|
2015
Q4 | $872K | Sell |
13,209
-1,333
| -9% | -$86.8K | 0.38% | 20 |
|
|
2015
Q3 | $887K | Sell |
14,542
-16,346
| -53% | -$1.07M | 0.44% | 16 |
|
|
2015
Q2 | $2.09M | Sell |
30,888
-1,832
| -6% | -$120K | 0.51% | 7 |
|
|
2015
Q1 | $1.98M | Buy |
32,720
+13,908
| +74% | +$824K | 0.64% | 7 |
|
|
2014
Q4 | $1.18M | Sell |
18,812
-486
| -3% | -$29.2K | 0.59% | 14 |
|
|
2014
Q3 | $1.16M | Buy |
19,298
+232
| +1% | +$13.6K | 0.32% | 24 |
|
|
2014
Q2 | $1.1M | Sell |
19,066
-583
| -3% | -$32.8K | 0.33% | 13 |
|
|
2014
Q1 | $1.19M | Sell |
19,649
-1,074
| -5% | -$62.1K | 0.37% | 13 |
|
|
2013
Q4 | $1.21M | Buy |
20,723
+8,555
| +70% | +$469K | 0.37% | 12 |
|
|
2013
Q3 | $629K | Buy |
12,168
+127
| +1% | +$6.81K | 0.21% | 32 |
|
|
2013
Q2 | $636K | Buy |
+12,041
| New | +$612K | 0.23% | 32 |
|
Other funds holding JPM
RG
TWC
Halbert Hargrove Global Advisors's JPM Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $7.45K and bringing the position to 1,206 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #78.
Halbert Hargrove Global Advisors first reported a position in JPM in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.09M in Q2 2015. 2,522 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Halbert Hargrove Global Advisors held 1,206 shares of JPMorgan Chase worth $395K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
- JPMorgan Chase made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #78 holding.
- Halbert Hargrove Global Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 48 quarters since.
- Halbert Hargrove Global Advisors's JPMorgan Chase position peaked at $2.09M in Q2 2015.
- 2,522 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.