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Hemenway Trust Hemenway Trust’s JPMorgan Chase JPM Stock Holding History

Hemenway Trust Hemenway Trust’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 		$2.97M Buy
10,097
+56
+0.6% +$17K 0.24% 50
2025
Q4 		$3.24M Sell
10,041
-185
-2% -$57.3K 0.25% 47
2025
Q3 		$3.23M Sell
10,226
-348
-3% -$104K 0.25% 49
2025
Q2 		$3.07M Sell
10,574
-330
-3% -$84.2K 0.24% 51
2025
Q1 		$2.67M Buy
10,904
+495
+5% +$126K 0.22% 48
2024
Q4 		$2.5M Sell
10,409
-118
-1% -$27.5K 0.2% 47
2024
Q3 		$2.22M Sell
10,527
-316
-3% -$66.6K 0.18% 47
2024
Q2 		$2.19M Sell
10,843
-141
-1% -$27.6K 0.19% 45
2024
Q1 		$2.2M Buy
10,984
+815
+8% +$147K 0.19% 47
2023
Q4 		$1.73M Buy
10,169
+555
+6% +$84.1K 0.17% 48
2023
Q3 		$1.39M Hold
9,614
– – 0.15% 61
2023
Q2 		$1.4M Buy
9,614
+457
+5% +$62.9K 0.14% 61
2023
Q1 		$1.19M Sell
9,157
-324
-3% -$44.4K 0.13% 62
2022
Q4 		$1.27M Sell
9,481
-35
-0.4% -$4.43K 0.14% 65
2022
Q3 		$994K Buy
9,516
+1,000
+12% +$115K 0.12% 69
2022
Q2 		$959K Buy
8,516
+112
+1% +$13.9K 0.11% 67
2022
Q1 		$1.15M Hold
8,404
– – 0.11% 67
2021
Q4 		$1.33M Sell
8,404
-764
-8% -$125K 0.12% 64
2021
Q3 		$1.5M Sell
9,168
-57
-0.6% -$8.94K 0.15% 60
2021
Q2 		$1.44M Buy
9,225
+860
+10% +$135K 0.14% 64
2021
Q1 		$1.27M Sell
8,365
-389
-4% -$56K 0.14% 67
2020
Q4 		$1.11M Sell
8,754
-753
-8% -$84.2K 0.13% 68
2020
Q3 		$915K Sell
9,507
-675
-7% -$66.3K 0.12% 69
2020
Q2 		$958K Buy
10,182
+467
+5% +$44.3K 0.13% 64
2020
Q1 		$875K Hold
9,715
– – 0.15% 62
2019
Q4 		$1.35M Buy
9,715
+5,300
+120% +$680K 0.19% 59
2019
Q3 		$520K Buy
+4,415
New +$499K 0.08% 82
2018
Q4 		– Sell
-1,797
Closed -$203K – 122
2018
Q3 		$203K Sell
1,797
-1,200
-40% -$136K 0.03% 125
2018
Q2 		$312K Sell
2,997
-171
-5% -$18.8K 0.06% 111
2018
Q1 		$348K Buy
3,168
+472
+18% +$53.4K 0.07% 108
2017
Q4 		$288K Buy
+2,696
New +$273K 0.05% 126
2017
Q1 		– Sell
-1,689
Closed -$146K – 142
2016
Q4 		$146K Buy
+1,689
New +$129K 0.04% 123
2016
Q1 		– Sell
-2,048
Closed -$135K – 146
2015
Q4 		$135K Buy
2,048
+42
+2% +$2.73K 0.04% 169
2015
Q3 		$122K Hold
2,006
– – 0.03% 179
2015
Q2 		$136K Sell
2,006
-380
-16% -$24.8K 0.03% 191
2015
Q1 		$145K Hold
2,386
– – 0.04% 189
2014
Q4 		$149K Hold
2,386
– – 0.04% 157
2014
Q3 		$144K Hold
2,386
– – 0.05% 156
2014
Q2 		$137K Sell
2,386
-110
-4% -$6.18K 0.04% 163
2014
Q1 		$152K Sell
2,496
-1,184
-32% -$68.4K 0.05% 152
2013
Q4 		$215K Buy
3,680
+326
+10% +$17.9K 0.07% 141
2013
Q3 		$173K Buy
3,354
+2,154
+180% +$116K 0.06% 136
2013
Q2 		$63K Buy
+1,200
New +$61K 0.03% 126

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

Hemenway Trust Hemenway Trust's JPM Position: Q1 2026 in Review

Hemenway Trust Hemenway Trust increased its JPMorgan Chase (JPM) stake by 0.56% in Q1 2026, buying an estimated $17K and bringing the position to 10,097 shares worth $2.97M. The position accounts for 0.24% of the portfolio, ranked #50.

Hemenway Trust Hemenway Trust first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.24M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hemenway Trust Hemenway Trust held 10,097 shares of JPMorgan Chase worth $2.97M as of Q1 2026.
  • Hemenway Trust Hemenway Trust bought 56 JPMorgan Chase shares in Q1 2026, an estimated $17K.
  • JPMorgan Chase made up 0.24% of Hemenway Trust Hemenway Trust's portfolio in Q1 2026, its #50 holding.
  • Hemenway Trust Hemenway Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
  • Hemenway Trust Hemenway Trust's JPMorgan Chase position peaked at $3.24M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2026, filed 7 May 2026.