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Hanlon Investment Management’s JPMorgan Chase JPM Stock Holding History

Hanlon Investment Management’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 		$1.11M Sell
3,388
-192
-5% -$59.6K 0.59% 45
2026
Q1 		$1.05M Sell
3,580
-417
-10% -$127K 0.58% 45
2025
Q4 		$1.29M Buy
3,997
+437
+12% +$135K 0.71% 34
2025
Q3 		$1.12M Buy
3,560
+811
+30% +$241K 0.67% 40
2025
Q2 		$797K Sell
2,749
-183
-6% -$46.7K 0.57% 60
2025
Q1 		$719K Buy
2,932
+67
+2% +$17.1K 0.54% 60
2024
Q4 		$687K Buy
2,865
+133
+5% +$31K 0.19% 84
2024
Q3 		$576K Buy
2,732
+675
+33% +$142K 0.16% 89
2024
Q2 		$416K Buy
2,057
+407
+25% +$79.6K 0.12% 102
2024
Q1 		$330K Buy
1,650
+412
+33% +$74.3K 0.1% 114
2023
Q4 		$211K Sell
1,238
-184
-13% -$27.9K 0.07% 134
2023
Q3 		$206K Buy
+1,422
New +$213K 0.06% 131
2021
Q3 		– Sell
-1,750
Closed -$272K – 136
2021
Q2 		$272K Sell
1,750
-48
-3% -$7.54K 0.06% 115
2021
Q1 		$274K Buy
1,798
+11
+0.6% +$1.58K 0.06% 113
2020
Q4 		$227K Buy
+1,787
New +$200K 0.05% 110
2020
Q1 		– Sell
-1,569
Closed -$219K – 94
2019
Q4 		$219K Buy
+1,569
New +$201K 0.04% 102
2019
Q3 		– Sell
-3,066
Closed -$343K – 113
2019
Q2 		$343K Buy
3,066
+22
+0.7% +$2.43K 0.02% 94
2019
Q1 		$308K Buy
+3,044
New +$314K 0.03% 92

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Hanlon Investment Management's JPM Position: Q2 2026 in Review

Hanlon Investment Management reduced its JPMorgan Chase (JPM) stake by 5.4% in Q2 2026, selling an estimated $59.6K and leaving 3,388 shares worth $1.11M. The position accounts for 0.59% of the portfolio, ranked #45.

Hanlon Investment Management first reported a position in JPM in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hanlon Investment Management held 3,388 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
  • Hanlon Investment Management sold 192 JPMorgan Chase shares in Q2 2026, an estimated $59.6K.
  • JPMorgan Chase made up 0.59% of Hanlon Investment Management's portfolio in Q2 2026, its #45 holding.
  • Hanlon Investment Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 18 quarters since.
  • Hanlon Investment Management's JPMorgan Chase position peaked at $1.29M in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.