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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hamilton Wealth's JPM Position: Q1 2026 in Review

Hamilton Wealth reduced its JPMorgan Chase (JPM) stake by 27% in Q1 2026, selling an estimated $395K and leaving 3,448 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #51.

Hamilton Wealth first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Hamilton Wealth held 3,448 shares of JPMorgan Chase worth $1.01M as of Q1 2026.
Hamilton Wealth sold 1,300 JPMorgan Chase shares in Q1 2026, an estimated $395K.
JPMorgan Chase made up 0.2% of Hamilton Wealth's portfolio in Q1 2026, its #51 holding.
Hamilton Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Hamilton Wealth's JPMorgan Chase position peaked at $1.53M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.