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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hanover Advisors's JPM Position: Q1 2026 in Review

Hanover Advisors increased its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, buying an estimated $9.41K and bringing the position to 1,195 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #81.

Hanover Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $427K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hanover Advisors held 1,195 shares of JPMorgan Chase worth $352K as of Q1 2026.
  • Hanover Advisors bought 31 JPMorgan Chase shares in Q1 2026, an estimated $9.41K.
  • JPMorgan Chase made up 0.14% of Hanover Advisors's portfolio in Q1 2026, its #81 holding.
  • Hanover Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Hanover Advisors's JPMorgan Chase position peaked at $427K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hanover Advisors's 13F filing for Q1 2026, filed 7 May 2026.