HC Advisors
JPM icon

HC Advisors’s JPMorgan Chase JPM Stock Holding History

HC Advisors’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
Q3 		$845K Sell
2,554
-79
-3% -$27.6K 0.49% 26
2026
Q2 		$862K Buy
2,633
+17
+0.6% +$5.28K 0.52% 26
2026
Q1 		$770K Sell
2,616
-61
-2% -$18.5K 0.52% 26
2025
Q4 		$863K Buy
2,677
+10
+0.4% +$3.1K 0.6% 25
2025
Q3 		$841K Buy
2,667
+6
+0.2% +$1.78K 0.59% 25
2025
Q2 		$772K Sell
2,661
-207
-7% -$52.8K 0.54% 26
2025
Q1 		$704K Sell
2,868
-234
-8% -$59.7K 0.53% 27
2024
Q4 		$744K Buy
3,102
+522
+20% +$122K 0.6% 25
2024
Q3 		$544K Buy
2,580
+6
+0.2% +$1.26K 0.45% 26
2024
Q2 		$521K Sell
2,574
-474
-16% -$92.7K 0.48% 24
2024
Q1 		$611K Sell
3,048
-438
-13% -$79K 0.29% 52
2023
Q4 		$593K Sell
3,486
-82
-2% -$12.4K 0.33% 48
2023
Q3 		$518K Buy
3,568
+25
+0.7% +$3.75K 0.31% 52
2023
Q2 		$515K Sell
3,543
-613
-15% -$84.3K 0.3% 51
2023
Q1 		$542K Buy
4,156
+621
+18% +$85.1K 0.33% 51
2022
Q4 		$474K Buy
3,535
+323
+10% +$40.9K 0.32% 51
2022
Q3 		$336K Buy
3,212
+14
+0.4% +$1.61K 0.23% 58
2022
Q2 		$360K Sell
3,198
-7,545
-70% -$935K 0.26% 53
2022
Q1 		$1.46M Buy
10,743
+73
+0.7% +$10.8K 0.93% 27
2021
Q4 		$1.69M Buy
10,670
+6
+0.1% +$985 1.04% 24
2021
Q3 		$1.75M Sell
10,664
-43
-0.4% -$6.74K 1.15% 21
2021
Q2 		$1.66M Buy
10,707
+6
+0.1% +$942 1.02% 23
2021
Q1 		$1.63M Buy
10,701
+7,673
+253% +$1.1M 1.05% 22
2020
Q4 		$385K Buy
3,028
+9
+0.3% +$1.01K 0.26% 52
2020
Q3 		$291K Sell
3,019
-339
-10% -$33.3K 0.23% 54
2020
Q2 		$316K Buy
+3,358
New +$319K 0.26% 59

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HC Advisors's JPM Position: Q3 2026 in Review

HC Advisors reduced its JPMorgan Chase (JPM) stake by 3% in Q3 2026, selling an estimated $27.6K and leaving 2,554 shares worth $845K. The position accounts for 0.49% of the portfolio, ranked #26.

HC Advisors first reported a position in JPM in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.75M in Q3 2021. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • HC Advisors held 2,554 shares of JPMorgan Chase worth $845K as of Q3 2026.
  • HC Advisors sold 79 JPMorgan Chase shares in Q3 2026, an estimated $27.6K.
  • JPMorgan Chase made up 0.49% of HC Advisors's portfolio in Q3 2026, its #26 holding.
  • HC Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 26 quarters since.
  • HC Advisors's JPMorgan Chase position peaked at $1.75M in Q3 2021.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on HC Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.