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Hamilton Point Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Hamilton Point Investment Advisors’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 		$9.51M Buy
29,054
+71
+0.2% +$22K 1.34% 23
2026
Q1 		$8.53M Sell
28,983
-274
-0.9% -$83.2K 1.31% 22
2025
Q4 		$9.43M Buy
29,257
+393
+1% +$122K 1.43% 16
2025
Q3 		$9.1M Buy
28,864
+46
+0.2% +$13.7K 1.42% 18
2025
Q2 		$8.35M Sell
28,818
-1,132
-4% -$289K 1.38% 21
2025
Q1 		$7.35M Buy
29,950
+62
+0.2% +$15.8K 1.32% 26
2024
Q4 		$7.16M Buy
29,888
+47
+0.2% +$10.9K 1.26% 30
2024
Q3 		$6.29M Sell
29,841
-381
-1% -$80.3K 1.11% 35
2024
Q2 		$6.11M Sell
30,222
-348
-1% -$68K 1.16% 33
2024
Q1 		$6.12M Sell
30,570
-719
-2% -$130K 1.17% 33
2023
Q4 		$5.32M Buy
31,289
+336
+1% +$50.9K 1.06% 39
2023
Q3 		$4.49M Sell
30,953
-1,475
-5% -$221K 1.11% 41
2023
Q2 		$4.72M Sell
32,428
-836
-3% -$115K 1.13% 40
2023
Q1 		$4.33M Buy
33,264
+1,058
+3% +$145K 1.05% 44
2022
Q4 		$4.32M Buy
32,206
+233
+0.7% +$29.5K 1.19% 41
2022
Q3 		$3.34M Buy
31,973
+1,012
+3% +$116K 1.02% 45
2022
Q2 		$3.49M Buy
30,961
+245
+0.8% +$30.4K 1.01% 46
2022
Q1 		$4.19M Sell
30,716
-1,849
-6% -$273K 1.08% 39
2021
Q4 		$5.16M Buy
32,565
+1,197
+4% +$197K 1.23% 36
2021
Q3 		$5.13M Buy
31,368
+229
+0.7% +$35.9K 1.36% 33
2021
Q2 		$4.84M Buy
31,139
+75
+0.2% +$11.8K 1.31% 34
2021
Q1 		$4.73M Buy
31,064
+268
+0.9% +$38.6K 1.37% 34
2020
Q4 		$3.91M Sell
30,796
-30
-0.1% -$3.35K 1.23% 39
2020
Q3 		$2.97M Buy
30,826
+374
+1% +$36.7K 1.05% 43
2020
Q2 		$2.86M Buy
30,452
+949
+3% +$90K 1.1% 44
2020
Q1 		$2.66M Buy
29,503
+1,025
+4% +$125K 1.24% 44
2019
Q4 		$3.97M Sell
28,478
-220
-0.8% -$28.2K 1.51% 34
2019
Q3 		$3.38M Buy
28,698
+24,184
+536% +$2.74M 1.38% 37
2019
Q2 		$505K Sell
4,514
-730
-14% -$80.5K 0.22% 59
2019
Q1 		$531K Buy
5,244
+666
+15% +$68.6K 0.24% 60
2018
Q4 		$447K Buy
4,578
+336
+8% +$35.8K 0.23% 61
2018
Q3 		$479K Hold
4,242
– – 0.22% 61
2018
Q2 		$442K Buy
4,242
+58
+1% +$6.36K 0.22% 61
2018
Q1 		$460K Buy
4,184
+386
+10% +$43.7K 0.23% 61
2017
Q4 		$406K Hold
3,798
– – 0.21% 62
2017
Q3 		$363K Hold
3,798
– – 0.2% 66
2017
Q2 		$347K Hold
3,798
– – 0.19% 65
2017
Q1 		$334K Hold
3,798
– – 0.19% 67
2016
Q4 		$328K Hold
3,798
– – 0.2% 66
2016
Q3 		$253K Buy
3,798
+158
+4% +$10.3K 0.16% 70
2016
Q2 		$226K Hold
3,640
– – 0.15% 70
2016
Q1 		$216K Hold
3,640
– – 0.14% 72
2015
Q4 		$240K Hold
3,640
– – 0.17% 69
2015
Q3 		$222K Buy
+3,640
New +$238K 0.17% 70

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 Point Investment Advisors's JPM Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, buying an estimated $22K and bringing the position to 29,054 shares worth $9.51M. The position accounts for 1.34% of the portfolio, ranked #23.

Hamilton Point Investment Advisors first reported a position in JPM in Q3 2015 and has held it in 44 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hamilton Point Investment Advisors held 29,054 shares of JPMorgan Chase worth $9.51M as of Q2 2026.
  • Hamilton Point Investment Advisors bought 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 1.34% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Hamilton Point Investment Advisors first reported a position in JPMorgan Chase in Q3 2015 and has held it in 44 quarters since.
  • 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.