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Halbert Hargrove Global Advisors’s JPMorgan Chase JPM Stock Holding History

Halbert Hargrove Global 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
2020
Q1 		– Sell
-1,500
Closed -$209K – 90
2019
Q4 		$209K Buy
1,500
+800
+114% +$103K 0.05% 81
2019
Q3 		$82K Buy
+700
New +$79.2K 0.02% 83

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

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. 2,548 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.
  • 2,548 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.