Hegarty Advisors
JPM icon

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
Q3 		$623K Hold
1,883
– – 0.39% 41
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Hegarty Advisors's JPM Position: Q3 2026 in Review

Hegarty Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,883 shares worth $623K. The position accounts for 0.39% of the portfolio, ranked #41.

Hegarty Advisors first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hegarty Advisors held 1,883 shares of JPMorgan Chase worth $623K as of Q3 2026.
  • Hegarty Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.39% of Hegarty Advisors's portfolio in Q3 2026, its #41 holding.
  • Hegarty Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.