Hardin Capital Partners’s JPMorgan Chase JPM Stock Holding History

Hardin Capital Partners’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	$1.3M	Sell	3,960 -216	-5%	-$67.1K	0.6%	30
2026 Q1	$1.23M	Buy	4,176 +15	+0.4%	+$4.55K	0.57%	31
2025 Q4	$1.34M	Buy	4,161 +212	+5%	+$65.6K	0.63%	24
2025 Q3	$1.25M	Buy	3,949 +37	+0.9%	+$11K	0.67%	22
2025 Q2	$1.14M	Sell	3,912 -198	-5%	-$50.5K	0.67%	23
2025 Q1	$1.01M	Sell	4,110 -2,275	-36%	-$580K	0.62%	26
2024 Q4	$1.53M	Sell	6,385 -250	-4%	-$58.2K	0.92%	14
2024 Q3	$1.4M	Sell	6,635 -178	-3%	-$37.5K	0.79%	14
2024 Q2	$1.38M	Buy	+6,813	New	+$1.33M	0.9%	16

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Hardin Capital Partners's JPM Position: Q2 2026 in Review

Hardin Capital Partners reduced its JPMorgan Chase (JPM) stake by 5.2% in Q2 2026, selling an estimated $67.1K and leaving 3,960 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #30.

Hardin Capital Partners first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2024. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hardin Capital Partners held 3,960 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
Hardin Capital Partners sold 216 JPMorgan Chase shares in Q2 2026, an estimated $67.1K.
JPMorgan Chase made up 0.6% of Hardin Capital Partners's portfolio in Q2 2026, its #30 holding.
Hardin Capital Partners first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Hardin Capital Partners's JPMorgan Chase position peaked at $1.53M in Q4 2024.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.