Hedeker Wealth’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 | $5.38M | Buy |
18,302
+129
| +0.7% | +$39.1K | 1.14% | 29 |
|
|
2025
Q4 | $5.86M | Sell |
18,173
-410
| -2% | -$127K | 1.23% | 31 |
|
|
2025
Q3 | $5.86M | Buy |
18,583
+224
| +1% | +$66.6K | 1.22% | 27 |
|
|
2025
Q2 | $5.32M | Sell |
18,359
-106
| -0.6% | -$27.1K | 1.24% | 26 |
|
|
2025
Q1 | $4.53M | Sell |
18,465
-397
| -2% | -$101K | 1.22% | 30 |
|
|
2024
Q4 | $4.52M | Sell |
18,862
-120
| -0.6% | -$27.9K | 1.13% | 32 |
|
|
2024
Q3 | $4M | Buy |
18,982
+11
| +0.1% | +$2.32K | 1.06% | 39 |
|
|
2024
Q2 | $3.84M | Sell |
18,971
-383
| -2% | -$74.9K | 1.11% | 33 |
|
|
2024
Q1 | $3.88M | Buy |
19,354
+615
| +3% | +$111K | 1.12% | 36 |
|
|
2023
Q4 | $3.19M | Sell |
18,739
-425
| -2% | -$64.4K | 1.01% | 38 |
|
|
2023
Q3 | $2.78M | Sell |
19,164
-12,751
| -40% | -$1.91M | 0.96% | 41 |
|
|
2023
Q2 | $4.64M | Sell |
31,915
-7,875
| -20% | -$1.08M | 1.55% | 21 |
|
|
2023
Q1 | $5.19M | Sell |
39,790
-274
| -0.7% | -$37.5K | 1.84% | 15 |
|
|
2022
Q4 | $5.37M | Sell |
40,064
-69
| -0.2% | -$8.74K | 2.01% | 11 |
|
|
2022
Q3 | $4.19M | Buy |
40,133
+4,275
| +12% | +$491K | 1.63% | 22 |
|
|
2022
Q2 | $4.11M | Sell |
35,858
-2,755
| -7% | -$341K | 1.42% | 23 |
|
|
2022
Q1 | $5.26M | Buy |
38,613
+1,135
| +3% | +$168K | 1.59% | 22 |
|
|
2021
Q4 | $5.93M | Sell |
37,478
-204
| -0.5% | -$33.5K | 1.72% | 19 |
|
|
2021
Q3 | $6.17M | Buy |
37,682
+1,507
| +4% | +$236K | 1.91% | 16 |
|
|
2021
Q2 | $5.63M | Sell |
36,175
-1,100
| -3% | -$173K | 1.75% | 19 |
|
|
2021
Q1 | $5.67M | Sell |
37,275
-368
| -1% | -$52.9K | 1.99% | 13 |
|
|
2020
Q4 | $4.78M | Buy |
37,643
+1,556
| +4% | +$174K | 1.67% | 17 |
|
|
2020
Q3 | $3.47M | Sell |
36,087
-5,948
| -14% | -$584K | 1.64% | 22 |
|
|
2020
Q2 | $3.95M | Buy |
42,035
+213
| +0.5% | +$20.2K | 2.04% | 16 |
|
|
2020
Q1 | $3.77M | Sell |
41,822
-677
| -2% | -$82.3K | 2.37% | 10 |
|
|
2019
Q4 | $5.92M | Buy |
42,499
+14
| +0% | +$1.8K | 3.18% | 4 |
|
|
2019
Q3 | $5M | Buy |
42,485
+1,580
| +4% | +$179K | 3.02% | 4 |
|
|
2019
Q2 | $4.57M | Buy |
40,905
+1,314
| +3% | +$145K | 2.9% | 7 |
|
|
2019
Q1 | $3.89M | Buy |
39,591
+537
| +1% | +$55.3K | 2.94% | 5 |
|
|
2018
Q4 | $3.81M | Buy |
39,054
+735
| +2% | +$78.3K | 3.06% | 5 |
|
|
2018
Q3 | $4.32M | Buy |
38,319
+771
| +2% | +$87.5K | 3.03% | 6 |
|
|
2018
Q2 | $3.91M | Buy |
37,548
+548
| +1% | +$60.1K | 3% | 7 |
|
|
2018
Q1 | $4.07M | Buy |
37,000
+1,519
| +4% | +$172K | 3.14% | 5 |
|
|
2017
Q4 | $3.79M | Buy |
35,481
+1,999
| +6% | +$202K | 2.95% | 8 |
|
|
2017
Q3 | $3.2M | Buy |
33,482
+7,231
| +28% | +$667K | 2.81% | 7 |
|
|
2017
Q2 | $2.4M | Sell |
26,251
-74
| -0.3% | -$6.38K | 2.31% | 8 |
|
|
2017
Q1 | $2.31M | Sell |
26,325
-6,049
| -19% | -$534K | 2.19% | 9 |
|
|
2016
Q4 | $2.79M | Buy |
32,374
+30,198
| +1,388% | +$2.3M | 2.3% | 6 |
|
|
2016
Q3 | $32.7K | Sell |
2,176
-22,534
| -91% | -$1.47M | 1.69% | 18 |
|
|
2016
Q2 | $1.53M | Sell |
24,710
-25,436
| -51% | -$1.59M | 1.34% | 24 |
|
|
2016
Q1 | $2.97M | Sell |
50,146
-5,020
| -9% | -$293K | 2.78% | 6 |
|
|
2015
Q4 | $3.64M | Sell |
55,166
-140
| -0.3% | -$9.12K | 3.22% | 7 |
|
|
2015
Q3 | $3.37M | Sell |
55,306
-585
| -1% | -$38.3K | 2.93% | 6 |
|
|
2015
Q2 | $3.79M | Sell |
55,891
-400
| -0.7% | -$26.1K | 3.05% | 4 |
|
|
2015
Q1 | $3.54M | Buy |
56,291
+985
| +2% | +$58.3K | 2.93% | 6 |
|
|
2014
Q4 | $3.46M | Buy |
+55,306
| New | +$3.33M | 2.79% | 7 |
|
Other funds holding JPM
VCM
VPM
Hedeker Wealth's JPM Position: Q1 2026 in Review
Hedeker Wealth increased its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, buying an estimated $39.1K and bringing the position to 18,302 shares worth $5.38M. The position accounts for 1.14% of the portfolio, ranked #29.
Hedeker Wealth first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.17M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Hedeker Wealth held 18,302 shares of JPMorgan Chase worth $5.38M as of Q1 2026.
- Hedeker Wealth bought 129 JPMorgan Chase shares in Q1 2026, an estimated $39.1K.
- JPMorgan Chase made up 1.14% of Hedeker Wealth's portfolio in Q1 2026, its #29 holding.
- Hedeker Wealth first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
- Hedeker Wealth's JPMorgan Chase position peaked at $6.17M in Q3 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.