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Henderson Brothers Financial Partners’s JPMorgan Chase JPM Stock Holding History

Henderson Brothers Financial Partners’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 		$659K Sell
2,013
-1,955
-49% -$607K 0.31% 38
2026
Q1 		$1.17M Buy
+3,968
New +$1.2M 0.3% 38
2025
Q1 		$673K Buy
+2,090
New +$533K 0.34% 35

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Henderson Brothers Financial Partners's JPM Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its JPMorgan Chase (JPM) stake by 49% in Q2 2026, selling an estimated $607K and leaving 2,013 shares worth $659K. The position accounts for 0.31% of the portfolio, ranked #38.

Henderson Brothers Financial Partners first reported a position in JPM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,013 shares of JPMorgan Chase worth $659K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 1,955 JPMorgan Chase shares in Q2 2026, an estimated $607K.
  • JPMorgan Chase made up 0.31% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #38 holding.
  • Henderson Brothers Financial Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's JPMorgan Chase position peaked at $1.17M in Q1 2026.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.