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Halter Ferguson Financial’s JPMorgan Chase JPM Stock Holding History

Halter Ferguson Financial’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 		$378K Hold
1,156
– – 0.06% 33
2026
Q1 		$340K Sell
1,156
-69
-6% -$20.9K 0.07% 36
2025
Q4 		$395K Buy
1,225
+86
+8% +$26.6K 0.09% 33
2025
Q3 		$359K Sell
1,139
-54
-5% -$16.1K 0.08% 29
2025
Q2 		$346K Buy
1,193
+75
+7% +$19.1K 0.12% 25
2025
Q1 		$274K Sell
1,118
-202
-15% -$51.5K 0.14% 29
2024
Q4 		$316K Sell
1,320
-50
-4% -$11.6K 0.13% 29
2024
Q3 		$289K Buy
1,370
+12
+0.9% +$2.53K 0.15% 28
2024
Q2 		$275K Sell
1,358
-356
-21% -$69.6K 0.19% 26
2024
Q1 		$343K Sell
1,714
-57
-3% -$10.3K 0.27% 24
2023
Q4 		$301K Buy
+1,771
New +$268K 0.19% 27

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Halter Ferguson Financial's JPM Position: Q2 2026 in Review

Halter Ferguson Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,156 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #33.

Halter Ferguson Financial first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $395K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Halter Ferguson Financial held 1,156 shares of JPMorgan Chase worth $378K as of Q2 2026.
  • Halter Ferguson Financial left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.06% of Halter Ferguson Financial's portfolio in Q2 2026, its #33 holding.
  • Halter Ferguson Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Halter Ferguson Financial's JPMorgan Chase position peaked at $395K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.