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Hapanowicz & Associates Financial Services’s JPMorgan Chase JPM Stock Holding History

Hapanowicz & Associates 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 		$204K Buy
+624
New +$194K 0.06% 37
2026
Q1 		– Sell
-850
Closed -$274K – 34
2025
Q4 		$274K Hold
850
– – 0.11% 27
2025
Q3 		$268K Hold
850
– – 0.12% 28
2025
Q2 		$246K Hold
850
– – 0.12% 29
2025
Q1 		$209K Sell
850
-22
-3% -$5.61K 0.12% 31
2024
Q4 		$209K Buy
+872
New +$203K 0.11% 27
2023
Q4 		– Sell
-2,259
Closed -$328K – 32
2023
Q3 		$328K Hold
2,259
– – 0.23% 22
2023
Q2 		$329K Hold
2,259
– – 0.22% 23
2023
Q1 		$294K Hold
2,259
– – 0.2% 23
2022
Q4 		$303K Sell
2,259
-386
-15% -$48.9K 0.22% 20
2022
Q3 		$276K Buy
2,645
+784
+42% +$90K 0.26% 20
2022
Q2 		$210K Buy
+1,861
New +$231K 0.16% 26
2022
Q1 		– Sell
-1,961
Closed -$310K – 31
2021
Q4 		$310K Sell
1,961
-559
-22% -$91.8K 0.14% 21
2021
Q3 		$412K Hold
2,520
– – 0.18% 20
2021
Q2 		$392K Hold
2,520
– – 0.17% 20
2021
Q1 		$384K Sell
2,520
-1,820
-42% -$262K 0.18% 18
2020
Q4 		$551K Hold
4,340
– – 0.29% 15
2020
Q3 		$418K Buy
+4,340
New +$426K 0.25% 17

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Hapanowicz & Associates Financial Services's JPM Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services opened a new position in JPMorgan Chase (JPM) in Q2 2026: 624 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #37 among its holdings. This is a return to the name: Hapanowicz & Associates Financial Services previously reported a position in JPM as recently as Q4 2025.

Hapanowicz & Associates Financial Services first reported a position in JPM in Q3 2020 and has held it in 18 quarters since. The position peaked at $551K in Q4 2020. 2,435 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 624 shares of JPMorgan Chase worth $204K as of Q2 2026.
  • JPMorgan Chase was a new Hapanowicz & Associates Financial Services position in Q2 2026.
  • JPMorgan Chase made up 0.06% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #37 holding.
  • Hapanowicz & Associates Financial Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 18 quarters since.
  • Hapanowicz & Associates Financial Services's JPMorgan Chase position peaked at $551K in Q4 2020.
  • 2,435 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.