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HB Wealth Management’s JPMorgan Chase JPM Stock Holding History

HB 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 		$84.8M Buy
259,187
+1,353
+0.5% +$420K 0.48% 33
2026
Q1 		$75.8M Buy
257,834
+10,997
+4% +$3.34M 0.49% 32
2025
Q4 		$79.5M Buy
246,837
+4,739
+2% +$1.47M 0.51% 30
2025
Q3 		$76.4M Buy
242,098
+44,932
+23% +$13.4M 0.52% 30
2025
Q2 		$57.2M Sell
197,166
-21,978
-10% -$5.61M 0.45% 35
2025
Q1 		$53.8M Buy
219,144
+47,905
+28% +$12.2M 0.45% 36
2024
Q4 		$41M Buy
171,239
+8,324
+5% +$1.94M 0.42% 29
2024
Q3 		$34.4M Buy
162,915
+2,686
+2% +$566K 0.37% 32
2024
Q2 		$32.4M Buy
160,229
+9,362
+6% +$1.83M 0.38% 31
2024
Q1 		$30.2M Buy
150,867
+4,482
+3% +$809K 0.38% 30
2023
Q4 		$24.9M Sell
146,385
-7,816
-5% -$1.18M 0.36% 31
2023
Q3 		$22.4M Buy
154,201
+15,357
+11% +$2.3M 0.36% 30
2023
Q2 		$20.2M Buy
138,844
+9,140
+7% +$1.26M 0.32% 34
2023
Q1 		$16.9M Buy
129,704
+3,971
+3% +$544K 0.29% 36
2022
Q4 		$16.9M Buy
125,733
+20,769
+20% +$2.63M 0.31% 39
2022
Q3 		$11M Buy
104,964
+17,145
+20% +$1.97M 0.23% 47
2022
Q2 		$9.89M Buy
87,819
+19,755
+29% +$2.45M 0.2% 50
2022
Q1 		$9.28M Buy
68,064
+24,202
+55% +$3.57M 0.17% 57
2021
Q4 		$6.95M Buy
+43,862
New +$7.2M 0.14% 63

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

HB Wealth Management increased its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, buying an estimated $420K and bringing the position to 259,187 shares worth $84.8M. The position accounts for 0.48% of the portfolio, ranked #33.

HB Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 2,832 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HB Wealth Management held 259,187 shares of JPMorgan Chase worth $84.8M as of Q2 2026.
  • HB Wealth Management bought 1,353 JPMorgan Chase shares in Q2 2026, an estimated $420K.
  • JPMorgan Chase made up 0.48% of HB Wealth Management's portfolio in Q2 2026, its #33 holding.
  • HB Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 2,832 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.