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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

HF Advisory Group's JPM Position: Q2 2026 in Review

HF Advisory Group reduced its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, selling an estimated $232K and leaving 17,377 shares worth $5.69M. The position accounts for 1.76% of the portfolio, ranked #8.

HF Advisory Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HF Advisory Group held 17,377 shares of JPMorgan Chase worth $5.69M as of Q2 2026.
  • HF Advisory Group sold 746 JPMorgan Chase shares in Q2 2026, an estimated $232K.
  • JPMorgan Chase made up 1.76% of HF Advisory Group's portfolio in Q2 2026, its #8 holding.
  • HF Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.