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Hamel Associates’s JPMorgan Chase JPM Stock Holding History

Hamel Associates’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 		$4.44M Sell
13,585
-589
-4% -$183K 1.23% 31
2026
Q1 		$4.17M Sell
14,174
-765
-5% -$232K 1.19% 32
2025
Q4 		$4.81M Sell
14,939
-3,170
-18% -$981K 1.45% 28
2025
Q3 		$5.71M Sell
18,109
-2,793
-13% -$831K 1.76% 23
2025
Q2 		$6.06M Sell
20,902
-1,125
-5% -$287K 2.05% 19
2025
Q1 		$5.4M Sell
22,027
-5,220
-19% -$1.33M 1.84% 23
2024
Q4 		$6.53M Sell
27,247
-130
-0.5% -$30.3K 2.1% 20
2024
Q3 		$5.77M Sell
27,377
-150
-0.5% -$31.6K 1.76% 24
2024
Q2 		$5.57M Buy
27,527
+13,780
+100% +$2.69M 1.75% 26
2024
Q1 		$2.75M Hold
13,747
– – 0.88% 38
2023
Q4 		$2.34M Hold
13,747
– – 0.82% 40
2023
Q3 		$1.99M Sell
13,747
-70
-0.5% -$10.5K 0.73% 42
2023
Q2 		$2.01M Sell
13,817
-660
-5% -$90.8K 0.7% 46
2023
Q1 		$1.89M Hold
14,477
– – 0.65% 48
2022
Q4 		$1.94M Sell
14,477
-1,577
-10% -$200K 0.68% 45
2022
Q3 		$1.68M Sell
16,054
-35,223
-69% -$4.04M 0.66% 48
2022
Q2 		$5.78M Buy
51,277
+30
+0.1% +$3.72K 2.28% 15
2022
Q1 		$6.99M Buy
51,247
+732
+1% +$108K 2.48% 15
2021
Q4 		$8M Buy
50,515
+165
+0.3% +$27.1K 2.87% 9
2021
Q3 		$8.24M Buy
50,350
+387
+0.8% +$60.7K 3.22% 8
2021
Q2 		$7.77M Sell
49,963
-542
-1% -$85.1K 2.96% 9
2021
Q1 		$7.69M Sell
50,505
-280
-0.6% -$40.3K 2.96% 9
2020
Q4 		$6.45M Sell
50,785
-6,730
-12% -$752K 2.64% 12
2020
Q3 		$5.54M Buy
57,515
+40
+0.1% +$3.93K 2.45% 14
2020
Q2 		$5.41M Buy
57,475
+1,700
+3% +$161K 2.6% 15
2020
Q1 		$5.02M Buy
55,775
+3,080
+6% +$374K 2.65% 14
2019
Q4 		$7.35M Buy
52,695
+200
+0.4% +$25.7K 3.02% 10
2019
Q3 		$6.18M Buy
52,495
+1,575
+3% +$178K 2.64% 12
2019
Q2 		$5.69M Sell
50,920
-230
-0.4% -$25.4K 2.5% 16
2019
Q1 		$5.18M Buy
51,150
+13,850
+37% +$1.43M 2.32% 17
2018
Q4 		$3.64M Buy
37,300
+30,400
+441% +$3.24M 1.81% 21
2018
Q3 		$779K Hold
6,900
– – 0.34% 66
2018
Q2 		$719K Hold
6,900
– – 0.33% 65
2018
Q1 		$759 Buy
6,900
+1,350
+24% +$153K 0.05% 59
2017
Q4 		$594K Sell
5,550
-775
-12% -$78.5K 0.28% 58
2017
Q3 		$604K Sell
6,325
-1,550
-20% -$143K 0.29% 56
2017
Q2 		$720K Buy
7,875
+457
+6% +$39.4K 0.36% 54
2017
Q1 		$652K Hold
7,418
– – 0.33% 55
2016
Q4 		$640K Hold
7,418
– – 0.33% 56
2016
Q3 		$494K Hold
7,418
– – 0.26% 61
2016
Q2 		$461K Hold
7,418
– – 0.24% 66
2016
Q1 		$439K Buy
7,418
+750
+11% +$43.8K 0.23% 68
2015
Q4 		$440K Hold
6,668
– – 0.28% 65
2015
Q3 		$407K Buy
6,668
+400
+6% +$26.2K 0.29% 67
2015
Q2 		$425K Sell
6,268
-550
-8% -$35.9K 0.28% 74
2015
Q1 		$413K Hold
6,818
– – 0.27% 78
2014
Q4 		$427K Hold
6,818
– – 0.28% 77
2014
Q3 		$411K Hold
6,818
– – 0.27% 80
2014
Q2 		$393K Sell
6,818
-550
-7% -$30.9K 0.26% 83
2014
Q1 		$447K Buy
7,368
+316
+4% +$18.3K 0.31% 77
2013
Q4 		$412K Buy
+7,052
New +$386K 0.29% 77

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

Hamel Associates's JPM Position: Q2 2026 in Review

Hamel Associates reduced its JPMorgan Chase (JPM) stake by 4.2% in Q2 2026, selling an estimated $183K and leaving 13,585 shares worth $4.44M. The position accounts for 1.23% of the portfolio, ranked #31.

Hamel Associates first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.24M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hamel Associates held 13,585 shares of JPMorgan Chase worth $4.44M as of Q2 2026.
  • Hamel Associates sold 589 JPMorgan Chase shares in Q2 2026, an estimated $183K.
  • JPMorgan Chase made up 1.23% of Hamel Associates's portfolio in Q2 2026, its #31 holding.
  • Hamel Associates first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Hamel Associates's JPMorgan Chase position peaked at $8.24M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.