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Hantz Financial Services’s JPMorgan Chase JPM Stock Holding History

Hantz Financial Services’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 		$36.6M Buy
111,857
+1,827
+2% +$567K 0.5% 34
2026
Q1 		$32.4M Sell
110,030
-15,422
-12% -$4.68M 0.49% 32
2025
Q4 		$40.4M Sell
125,452
-4,921
-4% -$1.52M 0.6% 31
2025
Q3 		$41.1M Sell
130,373
-3,623
-3% -$1.08M 0.62% 32
2025
Q2 		$38.8M Sell
133,996
-14,942
-10% -$3.81M 0.63% 30
2025
Q1 		$36.5M Sell
148,938
-3,669
-2% -$935K 0.64% 31
2024
Q4 		$36.6M Sell
152,607
-5,437
-3% -$1.27M 0.64% 33
2024
Q3 		$33.3M Sell
158,044
-5,165
-3% -$1.09M 0.59% 34
2024
Q2 		$33M Sell
163,209
-6,228
-4% -$1.22M 0.63% 32
2024
Q1 		$33.9M Sell
169,437
-9,971
-6% -$1.8M 0.66% 33
2023
Q4 		$30.5M Sell
179,408
-12,262
-6% -$1.86M 0.67% 30
2023
Q3 		$27.8M Buy
191,670
+4,744
+3% +$711K 0.71% 32
2023
Q2 		$27.2M Buy
186,926
+1,246
+0.7% +$171K 0.68% 31
2023
Q1 		$24.2M Buy
185,680
+8,311
+5% +$1.14M 0.66% 33
2022
Q4 		$23.8M Buy
177,369
+43,229
+32% +$5.48M 0.72% 29
2022
Q3 		$14M Buy
134,140
+3,820
+3% +$438K 0.48% 49
2022
Q2 		$14.7M Buy
130,320
+8,473
+7% +$1.05M 0.5% 44
2022
Q1 		$16.6M Buy
121,847
+17,147
+16% +$2.53M 0.49% 45
2021
Q4 		$16.6M Buy
104,700
+6,835
+7% +$1.12M 0.48% 54
2021
Q3 		$16M Buy
97,865
+14,253
+17% +$2.23M 0.52% 45
2021
Q2 		$13M Buy
83,612
+18,289
+28% +$2.87M 0.48% 49
2021
Q1 		$9.94M Sell
65,323
-475
-0.7% -$68.3K 0.41% 60
2020
Q4 		$8.36M Sell
65,798
-200
-0.3% -$22.4K 0.37% 70
2020
Q3 		$6.35M Sell
65,998
-2,558
-4% -$251K 0.32% 82
2020
Q2 		$6.45M Buy
68,556
+2,843
+4% +$270K 0.36% 74
2020
Q1 		$5.92M Buy
+65,713
New +$7.98M 0.41% 63

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

Hantz Financial Services's JPM Position: Q2 2026 in Review

Hantz Financial Services increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $567K and bringing the position to 111,857 shares worth $36.6M. The position accounts for 0.5% of the portfolio, ranked #34.

Hantz Financial Services first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $41.1M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hantz Financial Services held 111,857 shares of JPMorgan Chase worth $36.6M as of Q2 2026.
  • Hantz Financial Services bought 1,827 JPMorgan Chase shares in Q2 2026, an estimated $567K.
  • JPMorgan Chase made up 0.5% of Hantz Financial Services's portfolio in Q2 2026, its #34 holding.
  • Hantz Financial Services first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's JPMorgan Chase position peaked at $41.1M in Q3 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.