Hardy Reed’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $131M | Buy |
401,332
+1,014
| +0.3% | +$315K | 8.43% | 4 |
|
|
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
Hardy Reed's JPM Position: Q2 2026 in Review
Hardy Reed increased its JPMorgan Chase (JPM) stake by 0.25% in Q2 2026, buying an estimated $315K and bringing the position to 401,332 shares worth $131M. The position accounts for 8.43% of the portfolio, ranked #4.
Hardy Reed first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Hardy Reed held 401,332 shares of JPMorgan Chase worth $131M as of Q2 2026.
- Hardy Reed bought 1,014 JPMorgan Chase shares in Q2 2026, an estimated $315K.
- JPMorgan Chase made up 8.43% of Hardy Reed's portfolio in Q2 2026, its #4 holding.
- Hardy Reed first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.