HCP
JPM icon

Hamilton Capital Partners’s JPMorgan Chase JPM Stock Holding History

Hamilton Capital Partners’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 		– Sell
-680
Closed -$200K – 36
2026
Q1 		$200K Buy
+680
New +$206K 0.06% 29
2025
Q1 		– Sell
-2,881
Closed -$691K – 27
2024
Q4 		$691K Buy
+2,881
New +$671K 0.43% 22

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hamilton Capital Partners's JPM Position: Q2 2026 in Review

Hamilton Capital Partners sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 680 shares — an estimated $200K sold.

Hamilton Capital Partners first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $691K in Q4 2024. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hamilton Capital Partners reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Hamilton Capital Partners sold 680 JPMorgan Chase shares in Q2 2026, an estimated $200K.
  • Hamilton Capital Partners first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
  • Hamilton Capital Partners's JPMorgan Chase position peaked at $691K in Q4 2024.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hamilton Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.