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Hamilton Capital’s JPMorgan Chase JPM Stock Holding History

Hamilton Capital’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 		$934K Sell
2,853
-568
-17% -$176K 0.05% 48
2026
Q1 		$1.01M Sell
3,421
-1,277
-27% -$388K 0.05% 45
2025
Q4 		$1.51M Buy
+4,698
New +$1.45M 0.08% 29
2025
Q2 		$776K Buy
2,676
+152
+6% +$38.8K 0.04% 48
2025
Q1 		$619K Buy
2,524
+30
+1% +$7.65K 0.04% 52
2024
Q4 		$598K Buy
2,494
+52
+2% +$12.1K 0.05% 54
2024
Q3 		$542K Buy
2,442
+3
+0.1% +$632 0.04% 56
2024
Q2 		$493K Sell
2,439
-1,953
-44% -$382K 0.04% 55
2024
Q1 		$880K Sell
4,392
-27
-0.6% -$4.87K 0.07% 41
2023
Q4 		$752K Sell
4,419
-198
-4% -$30K 0.06% 42
2023
Q3 		$670K Sell
4,617
-234
-5% -$35.1K 0.05% 47
2023
Q2 		$706K Sell
4,851
-752
-13% -$103K 0.05% 47
2023
Q1 		$730K Sell
5,603
-1,008
-15% -$138K 0.05% 35
2022
Q4 		$887K Buy
6,611
+3,138
+90% +$398K 0.06% 36
2022
Q3 		$363K Sell
3,473
-1,600
-32% -$184K 0.02% 54
2022
Q2 		$571K Buy
5,073
+701
+16% +$86.9K 0.04% 34
2022
Q1 		$596K Sell
4,372
-2,688
-38% -$397K 0.04% 34
2021
Q4 		$1.12M Buy
7,060
+4,137
+142% +$679K 0.09% 29
2021
Q3 		$478K Buy
2,923
+1,078
+58% +$169K 0.04% 36
2021
Q2 		$287K Sell
1,845
-126
-6% -$19.8K 0.03% 40
2021
Q1 		$300K Buy
+1,971
New +$284K 0.03% 34
2019
Q3 		– Sell
-10,279
Closed -$1.15M – 42
2019
Q2 		$1.15M Buy
10,279
+7,210
+235% +$795K 0.4% 18
2019
Q1 		$311K Buy
+3,069
New +$316K 0.14% 26
2018
Q1 		– Sell
-2,401
Closed -$257K – 33
2017
Q4 		$257K Buy
+2,401
New +$243K 0.1% 23

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

Hamilton Capital's JPM Position: Q2 2026 in Review

Hamilton Capital reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $176K and leaving 2,853 shares worth $934K. The position accounts for 0.05% of the portfolio, ranked #48.

Hamilton Capital first reported a position in JPM in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.51M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hamilton Capital held 2,853 shares of JPMorgan Chase worth $934K as of Q2 2026.
  • Hamilton Capital sold 568 JPMorgan Chase shares in Q2 2026, an estimated $176K.
  • JPMorgan Chase made up 0.05% of Hamilton Capital's portfolio in Q2 2026, its #48 holding.
  • Hamilton Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 24 quarters since.
  • Hamilton Capital's JPMorgan Chase position peaked at $1.51M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.