HF Advisory Group’s JPMorgan Chase JPM Stock Holding History

HF Advisory Group’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 Q3	$6.34M	Buy	19,156 +1,779	+10%	+$622K	1.89%	7
2026 Q2	$5.69M	Sell	17,377 -746	-4%	-$232K	1.76%	8
2026 Q1	$5.33M	Buy	18,123 +1,217	+7%	+$369K	1.82%	9
2025 Q4	$5.45M	Buy	16,906 +1,118	+7%	+$346K	1.9%	6
2025 Q3	$4.98M	Buy	15,788 +637	+4%	+$189K	1.83%	7
2025 Q2	$4.39M	Buy	15,151 +1,658	+12%	+$423K	1.74%	7
2025 Q1	$3.31M	Sell	13,493 -184	-1%	-$46.9K	1.45%	14
2024 Q4	$3.28M	Buy	13,677 +1,083	+9%	+$252K	1.51%	12
2024 Q3	$2.66M	Buy	12,594 +725	+6%	+$153K	1.23%	17
2024 Q2	$2.4M	Sell	11,869 -522	-4%	-$102K	1.24%	17
2024 Q1	$2.48M	Buy	12,391 +937	+8%	+$169K	1.39%	16
2023 Q4	$1.95M	Buy	11,454 +1,534	+15%	+$232K	1.24%	21
2023 Q3	$1.45M	Buy	9,920 +367	+4%	+$55K	1.07%	27
2023 Q2	$1.39M	Buy	9,553 +2,024	+27%	+$278K	1.1%	26
2023 Q1	$981K	Buy	7,529 +1,045	+16%	+$143K	0.87%	38
2022 Q4	$870K	Buy	+6,484	New	+$822K	0.88%	37

Other funds holding JPM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HF Advisory Group's JPM Position: Q3 2026 in Review

HF Advisory Group increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $622K and bringing the position to 19,156 shares worth $6.34M. The position accounts for 1.89% of the portfolio, ranked #7.

HF Advisory Group first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

HF Advisory Group held 19,156 shares of JPMorgan Chase worth $6.34M as of Q3 2026.
HF Advisory Group bought 1,779 JPMorgan Chase shares in Q3 2026, an estimated $622K.
JPMorgan Chase made up 1.89% of HF Advisory Group's portfolio in Q3 2026, its #7 holding.
HF Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.