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Hanover Advisors’s JPMorgan Chase JPM Stock Holding History

Hanover 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 		$391K Hold
1,195
– – 0.14% 84
2026
Q1 		$352K Buy
1,195
+31
+3% +$9.41K 0.14% 81
2025
Q4 		$375K Sell
1,164
-191
-14% -$59.1K 0.15% 71
2025
Q3 		$427K Hold
1,355
– – 0.17% 65
2025
Q2 		$393K Hold
1,355
– – 0.16% 60
2025
Q1 		$332K Buy
1,355
+147
+12% +$37.5K 0.14% 70
2024
Q4 		$290K Hold
1,208
– – 0.12% 72
2024
Q3 		$255K Hold
1,208
– – 0.11% 81
2024
Q2 		$244K Sell
1,208
-147
-11% -$28.7K 0.11% 81
2024
Q1 		$271K Buy
1,355
+163
+14% +$29.4K 0.11% 81
2023
Q4 		$203K Buy
+1,192
New +$181K 0.1% 85

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

Hanover Advisors's JPM Position: Q2 2026 in Review

Hanover Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,195 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #84.

Hanover Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $427K in Q3 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hanover Advisors held 1,195 shares of JPMorgan Chase worth $391K as of Q2 2026.
  • Hanover Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.14% of Hanover Advisors's portfolio in Q2 2026, its #84 holding.
  • Hanover Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Hanover Advisors's JPMorgan Chase position peaked at $427K in Q3 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.