HCM
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Hall Capital Management’s JPMorgan Chase JPM Stock Holding History

Hall Capital 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
Q1 		$9.21M Sell
29,402
-69
-0.2% -$20.9K 3.29% 7
2025
Q4 		$9.5M Sell
29,471
-190
-0.6% -$58.8K 3.67% 7
2025
Q3 		$9.36M Sell
29,661
-139
-0.5% -$41.3K 3.69% 7
2025
Q2 		$8.64M Buy
29,800
+170
+0.6% +$43.4K 3.65% 6
2025
Q1 		$7.27M Buy
29,630
+1,591
+6% +$406K 3.37% 7
2024
Q4 		$6.72M Buy
+28,039
New +$6.53M 3.14% 7
2024
Q2 		$5.82M Buy
28,786
+223
+0.8% +$43.6K 2.78% 7
2024
Q1 		$5.72M Sell
28,563
-350
-1% -$63.2K 2.82% 7
2023
Q4 		$4.92M Buy
28,913
+657
+2% +$99.6K 2.89% 6
2023
Q3 		$4.1M Sell
28,256
-302
-1% -$45.3K 2.63% 11
2023
Q2 		$4.15M Buy
28,558
+681
+2% +$93.7K 2.35% 13
2023
Q1 		$3.63M Buy
27,877
+1,516
+6% +$208K 2.15% 15
2022
Q4 		$3.54M Sell
26,361
-161
-0.6% -$20.4K 2.12% 16
2022
Q3 		$2.77M Sell
26,522
-561
-2% -$64.4K 1.84% 21
2022
Q2 		$3.05M Sell
27,083
-236
-0.9% -$29.2K 2.01% 20
2022
Q1 		$3.72M Buy
27,319
+310
+1% +$45.8K 2.18% 13
2021
Q4 		$4.28M Sell
27,009
-728
-3% -$120K 2.42% 9
2021
Q3 		$4.54M Buy
27,737
+384
+1% +$60.2K 2.9% 5
2021
Q2 		$4.25M Buy
+27,353
New +$4.3M 2.75% 6
2020
Q4 		$3.74M Buy
29,399
+444
+2% +$49.6K 2.7% 11
2020
Q3 		$2.79M Sell
28,955
-473
-2% -$46.4K 2.21% 15
2020
Q2 		$2.77M Buy
29,428
+1,242
+4% +$118K 2.33% 13
2020
Q1 		$2.54M Sell
28,186
-7,968
-22% -$968K 2.59% 10
2019
Q4 		$5.04M Buy
36,154
+50
+0.1% +$6.41K 4.1% 3
2019
Q3 		$4.25M Sell
36,104
-1,408
-4% -$159K 3.7% 3
2019
Q2 		$4.19M Buy
37,512
+521
+1% +$57.4K 3.58% 4
2019
Q1 		$3.75M Buy
36,991
+240
+0.7% +$24.7K 3.26% 5
2018
Q4 		$3.59M Sell
36,751
-677
-2% -$72.1K 3.57% 4
2018
Q3 		$4.22M Sell
37,428
-236
-0.6% -$26.8K 3.66% 4
2018
Q2 		$3.92M Buy
37,664
+165
+0.4% +$18.1K 3.7% 5
2018
Q1 		$4.12M Buy
37,499
+808
+2% +$91.5K 3.96% 3
2017
Q4 		$3.92M Buy
36,691
+102
+0.3% +$10.3K 3.43% 4
2017
Q3 		$3.5M Sell
36,589
-15
-0% -$1.38K 3.22% 6
2017
Q2 		$3.35M Sell
36,604
-10
-0% -$863 3.15% 7
2017
Q1 		$3.22M Buy
36,614
+364
+1% +$32.1K 3.05% 8
2016
Q4 		$3.13M Buy
+36,250
New +$2.76M 3.05% 8
2015
Q3 		$1.56M Buy
25,570
+8,240
+48% +$540K 1.85% 20
2015
Q2 		$1.17M Buy
17,330
+8,885
+105% +$580K 1.33% 33
2015
Q1 		$511K Buy
8,445
+250
+3% +$14.8K 0.53% 55
2014
Q4 		$512K Buy
+8,195
New +$493K 0.53% 54

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hall Capital Management's JPM Position: Q1 2026 in Review

Hall Capital Management reduced its JPMorgan Chase (JPM) stake by 0.23% in Q1 2026, selling an estimated $20.9K and leaving 29,402 shares worth $9.21M. The position accounts for 3.29% of the portfolio, ranked #7.

Hall Capital Management first reported a position in JPM in Q4 2014 and has held it in 40 quarters since. The position peaked at $9.5M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hall Capital Management held 29,402 shares of JPMorgan Chase worth $9.21M as of Q1 2026.
  • Hall Capital Management sold 69 JPMorgan Chase shares in Q1 2026, an estimated $20.9K.
  • JPMorgan Chase made up 3.29% of Hall Capital Management's portfolio in Q1 2026, its #7 holding.
  • Hall Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 40 quarters since.
  • Hall Capital Management's JPMorgan Chase position peaked at $9.5M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hall Capital Management's 13F filing for Q1 2026, filed 11 May 2026.