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
Q2 		$3.21M Buy
9,801
+827
+9% +$257K 0.26% 17
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hartford Funds Management's JPM Position: Q2 2026 in Review

Hartford Funds Management increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $257K and bringing the position to 9,801 shares worth $3.21M. The position accounts for 0.26% of the portfolio, ranked #17.

Hartford Funds Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.16M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hartford Funds Management held 9,801 shares of JPMorgan Chase worth $3.21M as of Q2 2026.
  • Hartford Funds Management bought 827 JPMorgan Chase shares in Q2 2026, an estimated $257K.
  • JPMorgan Chase made up 0.26% of Hartford Funds Management's portfolio in Q2 2026, its #17 holding.
  • Hartford Funds Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Hartford Funds Management's JPMorgan Chase position peaked at $5.16M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hartford Funds Management's 13F filing for Q2 2026, filed 6 Aug 2026.