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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
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 		$1.47M 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 		$1.67M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HC Advisors's JPM Position: Q2 2026 in Review

HC Advisors increased its JPMorgan Chase (JPM) stake by 0.65% in Q2 2026, buying an estimated $5.28K and bringing the position to 2,633 shares worth $862K. The position accounts for 0.52% of the portfolio, ranked #26.

HC Advisors first reported a position in JPM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.75M in Q3 2021. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HC Advisors held 2,633 shares of JPMorgan Chase worth $862K as of Q2 2026.
  • HC Advisors bought 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.52% of HC Advisors's portfolio in Q2 2026, its #26 holding.
  • HC Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 25 quarters since.
  • HC Advisors's JPMorgan Chase position peaked at $1.75M in Q3 2021.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.