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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
Q3 		$987K Buy
2,984
+131
+5% +$45.8K 0.06% 48
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Hamilton Capital's JPM Position: Q3 2026 in Review

Hamilton Capital increased its JPMorgan Chase (JPM) stake by 4.6% in Q3 2026, buying an estimated $45.8K and bringing the position to 2,984 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #48.

Hamilton Capital first reported a position in JPM in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hamilton Capital held 2,984 shares of JPMorgan Chase worth $987K as of Q3 2026.
  • Hamilton Capital bought 131 JPMorgan Chase shares in Q3 2026, an estimated $45.8K.
  • JPMorgan Chase made up 0.06% of Hamilton Capital's portfolio in Q3 2026, its #48 holding.
  • Hamilton Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 25 quarters since.
  • Hamilton Capital's JPMorgan Chase position peaked at $1.51M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.