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HBW Advisory Services’s JPMorgan Chase JPM Stock Holding History

HBW Advisory 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
2026
Q2 		$2.62M Buy
8,014
+945
+13% +$293K 0.24% 93
2026
Q1 		$2.08M Sell
7,069
-175
-2% -$53.1K 0.22% 107
2025
Q4 		$2.33M Sell
7,244
-1,042
-13% -$323K 0.25% 94
2025
Q3 		$2.61M Buy
8,286
+639
+8% +$190K 0.29% 90
2025
Q2 		$2.22M Buy
7,647
+441
+6% +$113K 0.27% 98
2025
Q1 		$1.77M Buy
7,206
+2,281
+46% +$582K 0.25% 101
2024
Q4 		$1.18M Buy
4,925
+473
+11% +$110K 0.12% 123
2024
Q3 		$939K Buy
4,452
+97
+2% +$20.4K 0.14% 143
2024
Q2 		$881K Buy
4,355
+91
+2% +$17.8K 0.15% 143
2024
Q1 		$725K Hold
4,264
– – 0.14% 149
2023
Q4 		$725K Sell
4,264
-1,840
-30% -$279K 0.14% 149
2023
Q3 		$885K Buy
6,104
+444
+8% +$66.6K 0.18% 129
2023
Q2 		$823K Buy
5,660
+741
+15% +$102K 0.18% 129
2023
Q1 		$641K Sell
4,919
-598
-11% -$81.9K 0.16% 143
2022
Q4 		$740K Buy
5,517
+392
+8% +$49.7K 0.19% 133
2022
Q3 		$535K Buy
5,125
+566
+12% +$65K 0.15% 151
2022
Q2 		$513K Sell
4,559
-1,824
-29% -$226K 0.13% 149
2022
Q1 		$870K Buy
6,383
+147
+2% +$21.7K 0.31% 94
2021
Q4 		$987K Sell
6,236
-518
-8% -$85.1K 0.23% 104
2021
Q3 		$1.11M Sell
6,754
-509
-7% -$79.8K 0.29% 86
2021
Q2 		$1.13M Buy
7,263
+1,821
+33% +$286K 0.3% 89
2021
Q1 		$828K Sell
5,442
-868
-14% -$125K 0.22% 106
2020
Q4 		$802K Buy
6,310
+1,099
+21% +$123K 0.24% 91
2020
Q3 		$502K Buy
5,211
+220
+4% +$21.6K 0.21% 115
2020
Q2 		$469K Buy
+4,991
New +$474K 0.22% 110
2020
Q1 		– Sell
-4,270
Closed -$585K – 129
2019
Q4 		$585K Buy
+4,270
New +$548K 0.34% 70

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HBW Advisory Services's JPM Position: Q2 2026 in Review

HBW Advisory Services increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $293K and bringing the position to 8,014 shares worth $2.62M. The position accounts for 0.24% of the portfolio, ranked #93.

HBW Advisory Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HBW Advisory Services held 8,014 shares of JPMorgan Chase worth $2.62M as of Q2 2026.
  • HBW Advisory Services bought 945 JPMorgan Chase shares in Q2 2026, an estimated $293K.
  • JPMorgan Chase made up 0.24% of HBW Advisory Services's portfolio in Q2 2026, its #93 holding.
  • HBW Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.