Hegarty Advisors’s JPMorgan Chase JPM Stock Holding History

Hegarty 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	$616K	Hold	1,883	–	–	0.42%	41
2026 Q1	$554K	Hold	1,883	–	–	0.44%	41
2025 Q4	$607K	Buy	+1,883	New	+$583K	0.53%	34

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Hegarty Advisors's JPM Position: Q2 2026 in Review

Hegarty Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,883 shares worth $616K. The position accounts for 0.42% of the portfolio, ranked #41.

Hegarty Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,670 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hegarty Advisors held 1,883 shares of JPMorgan Chase worth $616K as of Q2 2026.
Hegarty Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.42% of Hegarty Advisors's portfolio in Q2 2026, its #41 holding.
Hegarty Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
3,670 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.