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Hemington Wealth Management’s JPMorgan Chase JPM Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$3.24M Buy
10,273
+185
+2% +$55K 0.42% 29
2025
Q2 		$2.92M Buy
10,088
+165
+2% +$42.1K 0.42% 29
2025
Q1 		$2.43M Buy
9,923
+234
+2% +$59.7K 0.38% 30
2024
Q4 		$2.32M Buy
9,689
+365
+4% +$85K 0.58% 31
2024
Q3 		$2.07M Sell
9,324
-72
-0.8% -$15.2K 0.56% 30
2024
Q2 		$1.9M Buy
9,396
+194
+2% +$37.9K 0.64% 30
2024
Q1 		$1.84M Sell
9,202
-1,316
-13% -$237K 0.67% 28
2023
Q4 		$1.79M Buy
10,518
+1,285
+14% +$195K 0.69% 26
2023
Q3 		$1.34M Sell
9,233
-448
-5% -$67.2K 0.64% 26
2023
Q2 		$1.41M Sell
9,681
-329
-3% -$45.3K 0.57% 26
2023
Q1 		$1.3M Buy
10,010
+220
+2% +$30.1K 0.53% 26
2022
Q4 		$1.31M Sell
9,790
-45
-0.5% -$5.7K 0.56% 24
2022
Q3 		$1.03M Buy
9,835
+14
+0.1% +$1.61K 0.45% 29
2022
Q2 		$1.11M Buy
9,821
+133
+1% +$16.5K 0.44% 32
2022
Q1 		$1.32M Buy
9,688
+3,223
+50% +$476K 0.44% 31
2021
Q4 		$822K Sell
6,465
-2,873
-31% -$472K 0.38% 34
2021
Q3 		$1.53M Sell
9,338
-253
-3% -$39.7K 0.56% 28
2021
Q2 		$1.49M Sell
9,591
-842
-8% -$132K 0.64% 26
2021
Q1 		$1.59M Buy
10,433
+3,968
+61% +$571K 0.67% 26
2020
Q4 		$822K Buy
+6,465
New +$723K 0.38% 34

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hemington Wealth Management's JPM Position: Q3 2025 in Review

Hemington Wealth Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q3 2025, buying an estimated $55K and bringing the position to 10,273 shares worth $3.24M. The position accounts for 0.42% of the portfolio, ranked #29.

Hemington Wealth Management first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Hemington Wealth Management held 10,273 shares of JPMorgan Chase worth $3.24M as of Q3 2025.
  • Hemington Wealth Management bought 185 JPMorgan Chase shares in Q3 2025, an estimated $55K.
  • JPMorgan Chase made up 0.42% of Hemington Wealth Management's portfolio in Q3 2025, its #29 holding.
  • Hemington Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.