HFS
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HBC Financial Services’s JPMorgan Chase JPM Stock Holding History

HBC Financial Services’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
2024
Q4 		$296K Buy
1,238
+1
+0.1% +$233 0.18% 24
2024
Q3 		$277K Buy
1,237
+342
+38% +$72K 0.17% 28
2024
Q2 		$190K Hold
895
– – 0.12% 32
2024
Q1 		$171K Sell
895
-99
-10% -$17.9K 0.12% 33
2023
Q4 		$169K Buy
994
+1
+0.1% +$152 0.11% 35
2023
Q3 		$146K Buy
993
+1
+0.1% +$150 0.11% 32
2023
Q2 		$152K Buy
992
+100
+11% +$13.8K 0.11% 31
2023
Q1 		$124K Buy
892
+1
+0.1% +$137 0.09% 37
2022
Q4 		$121K Buy
891
+1
+0.1% +$127 0.1% 37
2022
Q3 		$94K Buy
890
+653
+276% +$74.9K 0.08% 38
2022
Q2 		$27K Buy
237
+90
+61% +$11.2K 0.02% 84
2022
Q1 		$18K Hold
147
– – 0.01% 95
2021
Q4 		$23K Sell
147
-1
-0.7% -$164 0.01% 97
2021
Q3 		$25K Hold
148
– – 0.02% 81
2021
Q2 		$22K Hold
148
– – 0.01% 103
2021
Q1 		$22.4K Buy
148
+1
+0.7% +$144 0.02% 108
2020
Q4 		$19K Sell
147
-30
-17% -$3.35K 0.01% 109
2020
Q3 		$18K Sell
177
-117
-40% -$11.5K 0.02% 105
2020
Q2 		$29K Sell
294
-419
-59% -$39.8K 0.03% 78
2020
Q1 		$64K Sell
713
-200
-22% -$24.3K 0.07% 41
2019
Q4 		$126K Buy
+913
New +$117K 0.11% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HBC Financial Services's JPM Position: Q4 2024 in Review

HBC Financial Services increased its JPMorgan Chase (JPM) stake by 0.08% in Q4 2024, buying an estimated $233 and bringing the position to 1,238 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #24.

HBC Financial Services first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • HBC Financial Services held 1,238 shares of JPMorgan Chase worth $296K as of Q4 2024.
  • HBC Financial Services bought 1 JPMorgan Chase share in Q4 2024, an estimated $233.
  • JPMorgan Chase made up 0.18% of HBC Financial Services's portfolio in Q4 2024, its #24 holding.
  • HBC Financial Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.