HWAM
JPM icon

Hennion & Walsh Asset Management’s JPMorgan Chase JPM Stock Holding History

Hennion & Walsh Asset 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 		$15.4M Buy
47,171
+3,471
+8% +$1.08M 0.44% 38
2026
Q1 		$12.9M Buy
43,700
+2,221
+5% +$674K 0.43% 39
2025
Q4 		$13.4M Buy
41,479
+2,962
+8% +$917K 0.46% 33
2025
Q3 		$12.1M Buy
38,517
+2,662
+7% +$792K 0.44% 35
2025
Q2 		$10.4M Buy
35,855
+1,452
+4% +$371K 0.42% 35
2025
Q1 		$8.44M Buy
34,403
+3,122
+10% +$796K 0.38% 42
2024
Q4 		$7.5M Sell
31,281
-693
-2% -$161K 0.34% 53
2024
Q3 		$6.74M Buy
31,974
+6,337
+25% +$1.33M 0.31% 57
2024
Q2 		$5.19M Sell
25,637
-1,512
-6% -$296K 0.27% 79
2024
Q1 		$5.44M Buy
27,149
+1,330
+5% +$240K 0.29% 67
2023
Q4 		$4.39M Sell
25,819
-4,849
-16% -$735K 0.25% 92
2023
Q3 		$4.45M Sell
30,668
-4,371
-12% -$655K 0.28% 79
2023
Q2 		$5.1M Sell
35,039
-12,651
-27% -$1.74M 0.3% 73
2023
Q1 		$6.21M Sell
47,690
-5,251
-10% -$719K 0.38% 59
2022
Q4 		$7.1M Sell
52,941
-7,108
-12% -$901K 0.44% 50
2022
Q3 		$6.28M Sell
60,049
-1,439
-2% -$165K 0.41% 53
2022
Q2 		$6.92M Sell
61,488
-604
-1% -$74.8K 0.43% 53
2022
Q1 		$8.46M Buy
62,092
+6,160
+11% +$909K 0.45% 48
2021
Q4 		$8.86M Buy
55,932
+5,774
+12% +$948K 0.44% 50
2021
Q3 		$8.21M Buy
50,158
+1,728
+4% +$271K 0.43% 50
2021
Q2 		$7.53M Buy
48,430
+5,988
+14% +$940K 0.4% 52
2021
Q1 		$6.46M Buy
+42,442
New +$6.11M 0.39% 59

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Hennion & Walsh Asset Management's JPM Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its JPMorgan Chase (JPM) stake by 7.9% in Q2 2026, buying an estimated $1.08M and bringing the position to 47,171 shares worth $15.4M. The position accounts for 0.44% of the portfolio, ranked #38.

Hennion & Walsh Asset Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hennion & Walsh Asset Management held 47,171 shares of JPMorgan Chase worth $15.4M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 3,471 JPMorgan Chase shares in Q2 2026, an estimated $1.08M.
  • JPMorgan Chase made up 0.44% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #38 holding.
  • Hennion & Walsh Asset Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.