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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HC Advisors's JPM Position: Q1 2026 in Review

HC Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $18.5K and leaving 2,616 shares worth $770K. 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 24 quarters since. The position peaked at $1.75M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • HC Advisors held 2,616 shares of JPMorgan Chase worth $770K as of Q1 2026.
  • HC Advisors sold 61 JPMorgan Chase shares in Q1 2026, an estimated $18.5K.
  • JPMorgan Chase made up 0.52% of HC Advisors's portfolio in Q1 2026, its #26 holding.
  • HC Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • HC Advisors's JPMorgan Chase position peaked at $1.75M in Q3 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.