HFM
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Hartford Funds Management’s JPMorgan Chase JPM Stock Holding History

Hartford Funds Management’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 		$2.64M Sell
8,974
-7,022
-44% -$2.13M 0.23% 20
2025
Q4 		$5.16M Buy
15,996
+4,413
+38% +$1.37M 0.42% 14
2025
Q3 		$3.65M Sell
11,583
-5,338
-32% -$1.59M 0.31% 13
2025
Q2 		$4.91M Sell
16,921
-350
-2% -$89.3K 0.42% 12
2025
Q1 		$4.24M Sell
17,271
-107
-0.6% -$27.3K 0.38% 12
2024
Q4 		$4.17M Buy
17,378
+1,101
+7% +$256K 0.38% 12
2024
Q3 		$3.43M Buy
16,277
+369
+2% +$77.7K 0.32% 9
2024
Q2 		$3.22M Buy
15,908
+1,270
+9% +$248K 0.3% 9
2024
Q1 		$2.93M Buy
14,638
+1,481
+11% +$267K 0.28% 8
2023
Q4 		$2.24M Buy
13,157
+2,745
+26% +$416K 0.22% 10
2023
Q3 		$1.51M Buy
10,412
+819
+9% +$123K 0.16% 10
2023
Q2 		$1.4M Buy
9,593
+1,228
+15% +$169K 0.14% 10
2023
Q1 		$1.09M Buy
8,365
+1,050
+14% +$144K 0.11% 11
2022
Q4 		$981K Buy
7,315
+4,819
+193% +$611K 0.1% 11
2022
Q3 		$260K Buy
2,496
+709
+40% +$81.4K 0.03% 21
2022
Q2 		$201K Buy
+1,787
New +$221K 0.02% 20

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

Hartford Funds Management's JPM Position: Q1 2026 in Review

Hartford Funds Management reduced its JPMorgan Chase (JPM) stake by 44% in Q1 2026, selling an estimated $2.13M and leaving 8,974 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #20.

Hartford Funds Management first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.16M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hartford Funds Management held 8,974 shares of JPMorgan Chase worth $2.64M as of Q1 2026.
  • Hartford Funds Management sold 7,022 JPMorgan Chase shares in Q1 2026, an estimated $2.13M.
  • JPMorgan Chase made up 0.23% of Hartford Funds Management's portfolio in Q1 2026, its #20 holding.
  • Hartford Funds Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Hartford Funds Management's JPMorgan Chase position peaked at $5.16M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.