Hassell Wealth Management’s JPMorgan Chase JPM Stock Holding History

Hassell Wealth 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	$1.42M	Buy	4,306 +1	+0%	+$311	0.44%	21
2026 Q1	$1.27M	Buy	4,305 +1	+0%	+$303	0.42%	21
2025 Q4	$1.34M	Buy	4,304 +1	+0%	+$310	0.45%	19
2025 Q3	$1.36M	Buy	4,303 +3	+0.1%	+$892	0.47%	19
2025 Q2	$1.28M	Buy	4,300 +1	+0%	+$255	0.47%	19
2025 Q1	$1.01M	Buy	4,299 +214	+5%	+$54.6K	0.43%	19
2024 Q4	$1.09M	Hold	4,085	–	–	0.44%	19
2024 Q3	$906K	Buy	4,085 +73	+2%	+$15.4K	0.38%	19
2024 Q2	$863K	Hold	4,012	–	–	0.39%	19
2024 Q1	$771K	Buy	4,012 +248	+7%	+$44.8K	0.49%	17
2023 Q4	$663K	Hold	3,764	–	–	0.45%	16
2023 Q3	$528K	Hold	3,764	–	–	0.38%	18
2023 Q2	$577K	Hold	3,764	–	–	0.4%	17
2023 Q1	$518K	Hold	3,764	–	–	0.38%	17
2022 Q4	$530K	Buy	+3,764	New	+$477K	0.4%	17

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Hassell Wealth Management's JPM Position: Q2 2026 in Review

Hassell Wealth Management increased its JPMorgan Chase (JPM) stake by 0.02% in Q2 2026, buying an estimated $311 and bringing the position to 4,306 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #21.

Hassell Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hassell Wealth Management held 4,306 shares of JPMorgan Chase worth $1.42M as of Q2 2026.
Hassell Wealth Management bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.44% of Hassell Wealth Management's portfolio in Q2 2026, its #21 holding.
Hassell Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.