HR
JPM icon

Hardy Reed’s JPMorgan Chase JPM Stock Holding History

Hardy Reed’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 		$118M Sell
400,318
-653
-0.2% -$198K 8.59% 4
2025
Q4 		$129M Buy
400,971
+104
+0% +$32.2K 9.21% 4
2025
Q3 		$126M Buy
400,867
+362
+0.1% +$108K 9.31% 4
2025
Q2 		$116M Sell
400,505
-75
-0% -$19.1K 9.3% 4
2025
Q1 		$98.3M Sell
400,580
-243
-0.1% -$62K 8.67% 4
2024
Q4 		$96.1M Sell
400,823
-106
-0% -$24.7K 8.47% 4
2024
Q3 		$84.5M Buy
400,929
+128
+0% +$27K 7.57% 4
2024
Q2 		$81.1M Buy
400,801
+18,252
+5% +$3.57M 8.14% 4
2024
Q1 		$76.6M Sell
382,549
-169
-0% -$30.5K 9.52% 4
2023
Q4 		$65.1M Buy
382,718
+373,783
+4,183% +$56.6M 8.82% 4
2023
Q3 		$1.3M Buy
8,935
+328
+4% +$49.2K 0.23% 30
2023
Q2 		$1.25M Sell
8,607
-157
-2% -$21.6K 0.22% 30
2023
Q1 		$1.14M Sell
8,764
-279
-3% -$38.2K 0.2% 39
2022
Q4 		$1.21M Sell
9,043
-25
-0.3% -$3.17K 0.23% 36
2022
Q3 		$948K Hold
9,068
– – 0.21% 31
2022
Q2 		$1.02M Buy
9,068
+65
+0.7% +$8.05K 0.22% 29
2022
Q1 		$1.23M Buy
9,003
+67
+0.7% +$9.89K 0.23% 25
2021
Q4 		$1.42M Sell
8,936
-188
-2% -$30.9K 0.23% 32
2021
Q3 		$1.49M Sell
9,124
-352
-4% -$55.2K 0.27% 30
2021
Q2 		$1.47M Sell
9,476
-25
-0.3% -$3.93K 0.26% 30
2021
Q1 		$1.45M Sell
9,501
-25
-0.3% -$3.6K 0.28% 29
2020
Q4 		$1.21M Hold
9,526
– – 0.25% 31
2020
Q3 		$917K Buy
9,526
+1,197
+14% +$118K 0.23% 34
2020
Q2 		$783K Buy
8,329
+93
+1% +$8.82K 0.28% 36
2020
Q1 		$741K Buy
8,236
+297
+4% +$36.1K 0.34% 31
2019
Q4 		$1.11M Buy
7,939
+132
+2% +$16.9K 0.41% 27
2019
Q3 		$919K Hold
7,807
– – 0.37% 29
2019
Q2 		$873K Sell
7,807
-63
-0.8% -$6.95K 0.34% 28
2019
Q1 		$797K Buy
7,870
+954
+14% +$98.3K 0.29% 27
2018
Q4 		$675K Buy
+6,916
New +$737K 0.28% 27

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

Hardy Reed's JPM Position: Q1 2026 in Review

Hardy Reed reduced its JPMorgan Chase (JPM) stake by 0.16% in Q1 2026, selling an estimated $198K and leaving 400,318 shares worth $118M. The position accounts for 8.59% of the portfolio, ranked #4.

Hardy Reed first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $129M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hardy Reed held 400,318 shares of JPMorgan Chase worth $118M as of Q1 2026.
  • Hardy Reed sold 653 JPMorgan Chase shares in Q1 2026, an estimated $198K.
  • JPMorgan Chase made up 8.59% of Hardy Reed's portfolio in Q1 2026, its #4 holding.
  • Hardy Reed first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Hardy Reed's JPMorgan Chase position peaked at $129M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.