Hassell Wealth Management
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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
Q3 		$1.42M Buy
4,307
+1
+0% +$350 0.43% 21
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hassell Wealth Management's JPM Position: Q3 2026 in Review

Hassell Wealth Management increased its JPMorgan Chase (JPM) stake by 0.02% in Q3 2026, buying an estimated $350 and bringing the position to 4,307 shares worth $1.42M. The position accounts for 0.43% of the portfolio, ranked #21.

Hassell Wealth Management first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hassell Wealth Management held 4,307 shares of JPMorgan Chase worth $1.42M as of Q3 2026.
  • Hassell Wealth Management bought 1 JPMorgan Chase share in Q3 2026, an estimated $350.
  • JPMorgan Chase made up 0.43% of Hassell Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Hassell Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.