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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 		$1.96M Hold
6,000
– – 0.01% 485
2026
Q1 		$1.76M Hold
6,000
– – 0.01% 468
2025
Q4 		$1.93M Buy
+6,000
New +$1.86M 0.01% 416

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 $3.38T AUM 44.17% 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

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. 5,155 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.
  • 5,155 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.