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Hengehold Capital Management’s JPMorgan Chase JPM Stock Holding History

Hengehold Capital 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
2026
Q2 		$8.79M Sell
26,844
-128
-0.5% -$39.8K 0.68% 33
2026
Q1 		$7.93M Sell
26,972
-41
-0.2% -$12.4K 0.69% 30
2025
Q4 		$8.7M Sell
27,013
-1,021
-4% -$316K 0.73% 31
2025
Q3 		$8.84M Sell
28,034
-599
-2% -$178K 0.75% 31
2025
Q2 		$8.3M Sell
28,633
-685
-2% -$175K 0.76% 32
2025
Q1 		$7.19M Sell
29,318
-363
-1% -$92.5K 0.68% 32
2024
Q4 		$7.11M Sell
29,681
-704
-2% -$164K 0.67% 33
2024
Q3 		$6.41M Buy
30,385
+487
+2% +$103K 0.61% 34
2024
Q2 		$6.05M Sell
29,898
-378
-1% -$73.9K 0.63% 34
2024
Q1 		$6.06M Sell
30,276
-362
-1% -$65.3K 0.65% 33
2023
Q4 		$5.21M Sell
30,638
-218
-0.7% -$33K 0.62% 32
2023
Q3 		$4.47M Buy
30,856
+369
+1% +$55.3K 0.58% 34
2023
Q2 		$4.43M Buy
30,487
+32
+0.1% +$4.4K 0.59% 34
2023
Q1 		$3.97M Buy
30,455
+23
+0.1% +$3.15K 0.55% 39
2022
Q4 		$4.08M Buy
30,432
+1,097
+4% +$139K 0.57% 39
2022
Q3 		$3.07M Buy
29,335
+746
+3% +$85.6K 0.47% 38
2022
Q2 		$3.22M Buy
28,589
+2,309
+9% +$286K 0.46% 35
2022
Q1 		$3.58M Buy
26,280
+339
+1% +$50K 0.49% 35
2021
Q4 		$4.11M Sell
25,941
-169
-0.6% -$27.8K 0.51% 30
2021
Q3 		$4.27M Buy
26,110
+315
+1% +$49.4K 0.56% 30
2021
Q2 		$4.01M Buy
25,795
+735
+3% +$115K 0.53% 31
2021
Q1 		$3.81M Sell
25,060
-44
-0.2% -$6.33K 0.53% 32
2020
Q4 		$3.19M Buy
25,104
+134
+0.5% +$15K 0.47% 28
2020
Q3 		$2.4M Buy
24,970
+66
+0.3% +$6.48K 0.39% 33
2020
Q2 		$2.34M Sell
24,904
-767
-3% -$72.8K 0.42% 33
2020
Q1 		$2.31M Sell
25,671
-119
-0.5% -$14.5K 0.49% 26
2019
Q4 		$3.6M Buy
25,790
+378
+1% +$48.5K 0.61% 21
2019
Q3 		$2.99M Sell
25,412
-262
-1% -$29.6K 0.55% 28
2019
Q2 		$2.87M Buy
25,674
+566
+2% +$62.4K 0.55% 30
2019
Q1 		$2.54M Buy
25,108
+1,148
+5% +$118K 0.6% 35
2018
Q4 		$2.34M Buy
23,960
+1,464
+7% +$156K 0.75% 31
2018
Q3 		$2.54M Sell
22,496
-53
-0.2% -$6.02K 0.64% 32
2018
Q2 		$2.35M Buy
22,549
+2
+0% +$219 0.61% 32
2018
Q1 		$2.48M Sell
22,547
-387
-2% -$43.8K 0.65% 31
2017
Q4 		$2.45M Sell
22,934
-706
-3% -$71.5K 0.64% 31
2017
Q3 		$2.26M Buy
23,640
+539
+2% +$49.7K 0.6% 36
2017
Q2 		$2.11M Sell
23,101
-266
-1% -$23K 0.59% 36
2017
Q1 		$2.05M Sell
23,367
-2,471
-10% -$218K 0.57% 38
2016
Q4 		$2.23M Sell
25,838
-214
-0.8% -$16.3K 0.68% 29
2016
Q3 		$1.74M Sell
26,052
-334
-1% -$21.8K 0.55% 39
2016
Q2 		$1.64M Sell
26,386
-124
-0.5% -$7.75K 0.53% 43
2016
Q1 		$1.57M Buy
26,510
+1,725
+7% +$101K 0.51% 46
2015
Q4 		$1.64M Buy
24,785
+229
+0.9% +$14.9K 0.59% 41
2015
Q3 		$1.5M Buy
+24,556
New +$1.61M 0.65% 39
2015
Q2 		– Sell
-5,680
Closed -$344K – 72
2015
Q1 		$344K Sell
5,680
-100
-2% -$5.92K 0.12% 57
2014
Q4 		$362K Buy
5,780
+1,275
+28% +$76.7K 0.13% 57
2014
Q3 		$271K Hold
4,505
– – 0.09% 61
2014
Q2 		$260K Sell
4,505
-308
-6% -$17.3K 0.09% 61
2014
Q1 		$292K Sell
4,813
-493
-9% -$28.5K 0.1% 60
2013
Q4 		$310K Sell
5,306
-1,010
-16% -$55.3K 0.11% 58
2013
Q3 		$326K Sell
6,316
-2,400
-28% -$129K 0.13% 60
2013
Q2 		$460K Buy
+8,716
New +$443K 0.2% 54

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hengehold Capital Management's JPM Position: Q2 2026 in Review

Hengehold Capital Management reduced its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, selling an estimated $39.8K and leaving 26,844 shares worth $8.79M. The position accounts for 0.68% of the portfolio, ranked #33.

Hengehold Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.84M in Q3 2025. 2,637 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hengehold Capital Management held 26,844 shares of JPMorgan Chase worth $8.79M as of Q2 2026.
  • Hengehold Capital Management sold 128 JPMorgan Chase shares in Q2 2026, an estimated $39.8K.
  • JPMorgan Chase made up 0.68% of Hengehold Capital Management's portfolio in Q2 2026, its #33 holding.
  • Hengehold Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Hengehold Capital Management's JPMorgan Chase position peaked at $8.84M in Q3 2025.
  • 2,637 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.