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Hazlett, Burt & Watson’s JPMorgan Chase JPM Stock Holding History

Hazlett, Burt & Watson’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 		$3.13M Buy
10,642
+110
+1% +$33.4K 0.98% 16
2025
Q4 		$3.39M Buy
10,532
+44
+0.4% +$13.6K 1.08% 14
2025
Q3 		$3.31M Buy
10,488
+340
+3% +$101K 1.17% 15
2025
Q2 		$2.94M Sell
10,148
-295
-3% -$75.3K 1.2% 11
2025
Q1 		$2.56M Sell
10,443
-422
-4% -$108K 1.15% 15
2024
Q4 		$2.61M Sell
10,865
-263
-2% -$61.3K 1.15% 15
2024
Q3 		$2.35M Buy
11,128
+214
+2% +$45.1K 1.08% 16
2024
Q2 		$2.21M Buy
10,914
+111
+1% +$21.7K 1.14% 16
2024
Q1 		$2.16M Sell
10,803
-191
-2% -$34.5K 1.3% 13
2023
Q4 		$1.87M Sell
10,994
-77
-0.7% -$11.7K 1.26% 16
2023
Q3 		$1.61M Sell
11,071
-213
-2% -$31.9K 1.2% 16
2023
Q2 		$1.64M Buy
11,284
+39
+0.3% +$5.36K 1.22% 16
2023
Q1 		$1.47M Buy
11,245
+280
+3% +$38.4K 1.2% 17
2022
Q4 		$1.48M Buy
10,965
+10
+0.1% +$1.27K 1.3% 15
2022
Q3 		$1.14M Buy
10,955
+158
+1% +$18.1K 1.11% 17
2022
Q2 		$1.22M Sell
10,797
-194
-2% -$24K 1.11% 15
2022
Q1 		$1.5M Buy
+10,991
New +$1.62M 1.19% 13

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

Hazlett, Burt & Watson's JPM Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its JPMorgan Chase (JPM) stake by 1% in Q1 2026, buying an estimated $33.4K and bringing the position to 10,642 shares worth $3.13M. The position accounts for 0.98% of the portfolio, ranked #16.

Hazlett, Burt & Watson first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.39M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hazlett, Burt & Watson held 10,642 shares of JPMorgan Chase worth $3.13M as of Q1 2026.
  • Hazlett, Burt & Watson bought 110 JPMorgan Chase shares in Q1 2026, an estimated $33.4K.
  • JPMorgan Chase made up 0.98% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #16 holding.
  • Hazlett, Burt & Watson first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's JPMorgan Chase position peaked at $3.39M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.