Hamilton Wealth’s JPMorgan Chase JPM Stock Holding History

Hamilton Wealth’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	$1.16M	Buy	3,551 +103	+3%	+$32K	0.21%	52
2026 Q1	$1.01M	Sell	3,448 -1,300	-27%	-$395K	0.2%	51
2025 Q4	$1.53M	Buy	4,748 +405	+9%	+$125K	0.29%	47
2025 Q3	$1.37M	Buy	4,343 +6	+0.1%	+$1.78K	0.29%	47
2025 Q2	$1.26M	Hold	4,337	–	–	0.28%	49
2025 Q1	$1.06M	Sell	4,337 -225	-5%	-$57.4K	0.26%	46
2024 Q4	$1.09M	Sell	4,562 -636	-12%	-$148K	0.27%	43
2024 Q3	$1.1M	Buy	5,198 +1,899	+58%	+$400K	0.27%	44
2024 Q2	$667K	Hold	3,299	–	–	0.18%	48
2024 Q1	$661K	Buy	3,299 +399	+14%	+$72K	0.21%	50
2023 Q4	$493K	Buy	2,900 +732	+34%	+$111K	0.16%	57
2023 Q3	$314K	Buy	2,168 +108	+5%	+$16.2K	0.11%	69
2023 Q2	$300K	Buy	2,060 +229	+13%	+$31.5K	0.1%	72
2023 Q1	$239K	Sell	1,831 -438	-19%	-$60K	0.08%	79
2022 Q4	$304K	Buy	+2,269	New	+$287K	0.12%	61
2022 Q1	–	Sell	-1,677	Closed	-$266K	–	83
2021 Q4	$266K	Buy	+1,677	New	+$275K	0.12%	56

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hamilton Wealth's JPM Position: Q2 2026 in Review

Hamilton Wealth increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $32K and bringing the position to 3,551 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #52.

Hamilton Wealth first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hamilton Wealth held 3,551 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
Hamilton Wealth bought 103 JPMorgan Chase shares in Q2 2026, an estimated $32K.
JPMorgan Chase made up 0.21% of Hamilton Wealth's portfolio in Q2 2026, its #52 holding.
Hamilton Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
Hamilton Wealth's JPMorgan Chase position peaked at $1.53M in Q4 2025.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.