HBK Sorce Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33M | Sell |
109,221
-517
| -0.5% | -$157K | 0.65% | 16 |
|
|
2025
Q4 | $35.4M | Buy |
109,738
+504
| +0.5% | +$156K | 0.81% | 13 |
|
|
2025
Q3 | $33.4M | Sell |
109,234
-812
| -0.7% | -$241K | 0.84% | 14 |
|
|
2025
Q2 | $31.9M | Sell |
110,046
-15,468
| -12% | -$3.95M | 0.86% | 14 |
|
|
2025
Q1 | $30.8M | Buy |
125,514
+321
| +0.3% | +$81.8K | 0.9% | 13 |
|
|
2024
Q4 | $30M | Buy |
125,193
+2,217
| +2% | +$516K | 0.9% | 12 |
|
|
2024
Q3 | $25.9M | Sell |
122,976
-336
| -0.3% | -$70.8K | 0.79% | 12 |
|
|
2024
Q2 | $24.9M | Sell |
123,312
-2,394
| -2% | -$468K | 0.87% | 12 |
|
|
2024
Q1 | $25.2M | Buy |
125,706
+1,046
| +0.8% | +$189K | 0.89% | 11 |
|
|
2023
Q4 | $21.2M | Sell |
124,660
-12,139
| -9% | -$1.84M | 0.82% | 13 |
|
|
2023
Q3 | $19.8M | Sell |
136,799
-3,201
| -2% | -$480K | 0.87% | 11 |
|
|
2023
Q2 | $20.4M | Sell |
140,000
-10,365
| -7% | -$1.43M | 0.86% | 12 |
|
|
2023
Q1 | $19.6M | Sell |
150,365
-326,497
| -68% | -$44.7M | 0.89% | 13 |
|
|
2022
Q4 | $63.9M | Buy |
476,862
+242,205
| +103% | +$30.7M | 1.72% | 8 |
|
|
2022
Q3 | $24.5M | Buy |
234,657
+127,052
| +118% | +$14.6M | 1.64% | 9 |
|
|
2022
Q2 | $12.1M | Sell |
107,605
-118,596
| -52% | -$14.7M | 0.89% | 14 |
|
|
2022
Q1 | $30.8M | Sell |
226,201
-5,580
| -2% | -$824K | 1.69% | 10 |
|
|
2021
Q4 | $36.7M | Buy |
231,781
+2,327
| +1% | +$382K | 1.86% | 9 |
|
|
2021
Q3 | $37.6M | Buy |
229,454
+1,569
| +0.7% | +$246K | 2.07% | 9 |
|
|
2021
Q2 | $35.4M | Buy |
227,885
+2,910
| +1% | +$457K | 1.96% | 8 |
|
|
2021
Q1 | $34.2M | Sell |
224,975
-33,562
| -13% | -$4.83M | 2.04% | 9 |
|
|
2020
Q4 | $32.9M | Buy |
258,537
+43,822
| +20% | +$4.9M | 2.03% | 8 |
|
|
2020
Q3 | $20.7M | Buy |
214,715
+944
| +0.4% | +$92.7K | 1.47% | 8 |
|
|
2020
Q2 | $20.1M | Buy |
213,771
+24,494
| +13% | +$2.32M | 1.49% | 9 |
|
|
2020
Q1 | $17M | Sell |
189,277
-14,886
| -7% | -$1.81M | 1.66% | 8 |
|
|
2019
Q4 | $28.5M | Buy |
204,163
+2,026
| +1% | +$260K | 2.48% | 5 |
|
|
2019
Q3 | $23.8M | Sell |
202,137
-170
| -0.1% | -$19.2K | 2.27% | 5 |
|
|
2019
Q2 | $22.6M | Sell |
202,307
-6,313
| -3% | -$696K | 2.18% | 5 |
|
|
2019
Q1 | $21.1M | Buy |
208,620
+60,670
| +41% | +$6.25M | 2.11% | 5 |
|
|
2018
Q4 | $14.4M | Buy |
147,950
+21,944
| +17% | +$2.34M | 1.65% | 5 |
|
|
2018
Q3 | $14.2M | Buy |
126,006
+13
| +0% | +$1.48K | 1.6% | 7 |
|
|
2018
Q2 | $13.1M | Buy |
125,993
+72,398
| +135% | +$7.94M | 1.51% | 7 |
|
|
2018
Q1 | $5.89M | Sell |
53,595
-693
| -1% | -$78.5K | 0.74% | 22 |
|
|
2017
Q4 | $5.8M | Buy |
54,288
+2,609
| +5% | +$264K | 0.68% | 24 |
|
|
2017
Q3 | $4.94M | Buy |
51,679
+10,589
| +26% | +$977K | 0.75% | 18 |
|
|
2017
Q2 | $3.76M | Buy |
41,090
+421
| +1% | +$36.3K | 0.6% | 28 |
|
|
2017
Q1 | $3.57M | Buy |
40,669
+784
| +2% | +$69.2K | 0.61% | 27 |
|
|
2016
Q4 | $3.44M | Sell |
39,885
-3,936
| -9% | -$300K | 0.62% | 28 |
|
|
2016
Q3 | $2.92M | Sell |
43,821
-125
| -0.3% | -$8.15K | 0.58% | 25 |
|
|
2016
Q2 | $2.73M | Buy |
43,946
+8,455
| +24% | +$528K | 0.58% | 26 |
|
|
2016
Q1 | $2.1M | Buy |
35,491
+6,322
| +22% | +$369K | 0.5% | 30 |
|
|
2015
Q4 | $1.93M | Buy |
29,169
+7,554
| +35% | +$492K | 0.5% | 30 |
|
|
2015
Q3 | $1.32M | Buy |
21,615
+1,579
| +8% | +$103K | 0.43% | 34 |
|
|
2015
Q2 | $1.36M | Sell |
20,036
-282
| -1% | -$18.4K | 0.46% | 36 |
|
|
2015
Q1 | $1.23M | Buy |
20,318
+1,145
| +6% | +$67.8K | 0.42% | 41 |
|
|
2014
Q4 | $1.2M | Sell |
19,173
-1,613
| -8% | -$97.1K | 0.41% | 45 |
|
|
2014
Q3 | $1.25M | Buy |
20,786
+18
| +0.1% | +$1.05K | 0.45% | 38 |
|
|
2014
Q2 | $1.2M | Sell |
20,768
-2,019
| -9% | -$114K | 0.42% | 39 |
|
|
2014
Q1 | $1.38M | Buy |
22,787
+3,812
| +20% | +$220K | 0.5% | 34 |
|
|
2013
Q4 | $1.11M | Buy |
18,975
+365
| +2% | +$20K | 0.4% | 40 |
|
|
2013
Q3 | $962K | Sell |
18,610
-16,664
| -47% | -$894K | 0.4% | 38 |
|
|
2013
Q2 | $1.86M | Buy |
+35,274
| New | +$1.79M | 0.4% | 39 |
|
Other funds holding JPM
VCM
VPM
HBK Sorce Advisory's JPM Position: Q1 2026 in Review
HBK Sorce Advisory reduced its JPMorgan Chase (JPM) stake by 0.47% in Q1 2026, selling an estimated $157K and leaving 109,221 shares worth $33M. The position accounts for 0.65% of the portfolio, ranked #16.
HBK Sorce Advisory first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.9M in Q4 2022. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- HBK Sorce Advisory held 109,221 shares of JPMorgan Chase worth $33M as of Q1 2026.
- HBK Sorce Advisory sold 517 JPMorgan Chase shares in Q1 2026, an estimated $157K.
- JPMorgan Chase made up 0.65% of HBK Sorce Advisory's portfolio in Q1 2026, its #16 holding.
- HBK Sorce Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- HBK Sorce Advisory's JPMorgan Chase position peaked at $63.9M in Q4 2022.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.