HKIM
JPM icon

Hayek Kallen Investment Management’s JPMorgan Chase JPM Stock Holding History

Hayek Kallen Investment 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 		$9.77M Buy
29,852
+291
+1% +$90.4K 2.96% 9
2026
Q1 		$8.7M Buy
+29,561
New +$8.97M 2.83% 9
2025
Q4 		– Sell
-29,331
Closed -$9.25M – 132
2025
Q3 		$9.25M Buy
29,331
+185
+0.6% +$55K 2.92% 9
2025
Q2 		$8.45M Buy
29,146
+1,448
+5% +$370K 2.87% 9
2025
Q1 		$6.79M Buy
27,698
+249
+0.9% +$63.5K 2.5% 10
2024
Q4 		$6.58M Sell
27,449
-160
-0.6% -$37.3K 2.39% 10
2024
Q3 		$5.82M Sell
27,609
-15
-0.1% -$3.16K 2.06% 15
2024
Q2 		$5.59M Buy
27,624
+66
+0.2% +$12.9K 2.08% 13
2024
Q1 		$5.52M Buy
27,558
+301
+1% +$54.3K 2.12% 14
2023
Q4 		$4.64M Buy
27,257
+18
+0.1% +$2.73K 1.94% 15
2023
Q3 		$3.95M Sell
27,239
-133
-0.5% -$19.9K 1.77% 18
2023
Q2 		$3.98M Sell
27,372
-101
-0.4% -$13.9K 1.69% 20
2023
Q1 		$3.58M Buy
27,473
+214
+0.8% +$29.3K 1.62% 22
2022
Q4 		$3.65M Sell
27,259
-168
-0.6% -$21.3K 1.68% 21
2022
Q3 		$2.87M Buy
27,427
+177
+0.6% +$20.3K 1.35% 27
2022
Q2 		$3.07M Sell
27,250
-20
-0.1% -$2.48K 1.34% 28
2022
Q1 		$3.72M Sell
27,270
-211
-0.8% -$31.1K 1.38% 27
2021
Q4 		$4.35M Buy
27,481
+4,345
+19% +$714K 1.55% 24
2021
Q3 		$3.79M Sell
23,136
-200
-0.9% -$31.4K 1.73% 21
2021
Q2 		$3.63M Buy
23,336
+120
+0.5% +$18.8K 1.53% 25
2021
Q1 		$3.53M Buy
23,216
+98
+0.4% +$14.1K 1.59% 25
2020
Q4 		$2.94M Buy
23,118
+623
+3% +$69.6K 1.42% 25
2020
Q3 		$2.17M Sell
22,495
-279
-1% -$27.4K 1.21% 30
2020
Q2 		$2.14M Buy
22,774
+3,460
+18% +$328K 1.21% 32
2020
Q1 		$1.74M Buy
19,314
+554
+3% +$67.3K 1.17% 33
2019
Q4 		$2.62M Buy
18,760
+2,472
+15% +$317K 1.51% 28
2019
Q3 		$1.92M Buy
16,288
+730
+5% +$82.6K 1.2% 32
2019
Q2 		$1.74M Buy
15,558
+1,931
+14% +$213K 1.1% 34
2019
Q1 		$1.38M Buy
13,627
+3,838
+39% +$395K 0.89% 36
2018
Q4 		$956K Buy
9,789
+2,571
+36% +$274K 0.69% 38
2018
Q3 		$814K Sell
7,218
-36
-0.5% -$4.09K 0.52% 44
2018
Q2 		$756K Buy
7,254
+3,099
+75% +$340K 0.52% 45
2018
Q1 		$457K Buy
4,155
+987
+31% +$112K 0.32% 48
2017
Q4 		$338K Sell
3,168
-284
-8% -$28.8K 0.22% 51
2017
Q3 		$330K Sell
3,452
-285
-8% -$26.3K 0.23% 50
2017
Q2 		$342K Buy
3,737
+317
+9% +$27.4K 0.23% 50
2017
Q1 		$300K Buy
3,420
+15
+0.4% +$1.32K 0.21% 52
2016
Q4 		$294K Buy
3,405
+19
+0.6% +$1.45K 0.21% 53
2016
Q3 		$225K Buy
3,386
+21
+0.6% +$1.37K 0.16% 53
2016
Q2 		$209K Buy
+3,365
New +$210K 0.15% 55
2016
Q1 		– Sell
-3,325
Closed -$220K – 59
2015
Q4 		$220K Buy
3,325
+18
+0.5% +$1.17K 0.17% 51
2015
Q3 		$202K Buy
+3,307
New +$217K 0.16% 55

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

Hayek Kallen Investment Management's JPM Position: Q2 2026 in Review

Hayek Kallen Investment Management increased its JPMorgan Chase (JPM) stake by 0.98% in Q2 2026, buying an estimated $90.4K and bringing the position to 29,852 shares worth $9.77M. The position accounts for 2.96% of the portfolio, ranked #9.

Hayek Kallen Investment Management first reported a position in JPM in Q3 2015 and has held it in 42 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hayek Kallen Investment Management held 29,852 shares of JPMorgan Chase worth $9.77M as of Q2 2026.
  • Hayek Kallen Investment Management bought 291 JPMorgan Chase shares in Q2 2026, an estimated $90.4K.
  • JPMorgan Chase made up 2.96% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #9 holding.
  • Hayek Kallen Investment Management first reported a position in JPMorgan Chase in Q3 2015 and has held it in 42 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.