Hendershot Investments’s JPMorgan Chase JPM Stock Holding History

Hendershot Investments’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	$2.14M	Sell	7,263 -50	-0.7%	-$15.2K	0.29%	45
2025 Q4	$2.36M	Sell	7,313 -632	-8%	-$196K	0.3%	43
2025 Q3	$2.51M	Hold	7,945	–	–	0.32%	43
2025 Q2	$2.3M	Sell	7,945 -558	-7%	-$142K	0.31%	44
2025 Q1	$2.09M	Buy	8,503 +273	+3%	+$69.6K	0.28%	48
2024 Q4	$1.97M	Hold	8,230	–	–	0.27%	46
2024 Q3	$1.74M	Buy	8,230 +362	+5%	+$76.2K	0.24%	51
2024 Q2	$1.59M	Sell	7,868 -465	-6%	-$90.9K	0.23%	54
2024 Q1	$1.67M	Hold	8,333	–	–	0.24%	53
2023 Q4	$1.42M	Sell	8,333 -30	-0.4%	-$4.55K	0.22%	54
2023 Q3	$1.21M	Hold	8,363	–	–	0.2%	55
2023 Q2	$1.22M	Hold	8,363	–	–	0.2%	56
2023 Q1	$1.09M	Sell	8,363 -562	-6%	-$77K	0.18%	62
2022 Q4	$1.2M	Buy	8,925 +52	+0.6%	+$6.59K	0.2%	65
2022 Q3	$927K	Hold	8,873	–	–	0.17%	73
2022 Q2	$999K	Hold	8,873	–	–	0.18%	73
2022 Q1	$1.21M	Hold	8,873	–	–	0.18%	69
2021 Q4	$1.41M	Buy	8,873 +5,965	+205%	+$980K	0.21%	69
2021 Q3	$476K	Buy	+2,908	New	+$456K	0.09%	66

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hendershot Investments's JPM Position: Q1 2026 in Review

Hendershot Investments reduced its JPMorgan Chase (JPM) stake by 0.68% in Q1 2026, selling an estimated $15.2K and leaving 7,263 shares worth $2.14M. The position accounts for 0.29% of the portfolio, ranked #45.

Hendershot Investments first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Hendershot Investments held 7,263 shares of JPMorgan Chase worth $2.14M as of Q1 2026.
Hendershot Investments sold 50 JPMorgan Chase shares in Q1 2026, an estimated $15.2K.
JPMorgan Chase made up 0.29% of Hendershot Investments's portfolio in Q1 2026, its #45 holding.
Hendershot Investments first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
Hendershot Investments's JPMorgan Chase position peaked at $2.51M in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.