HFG Advisors’s JPMorgan Chase JPM Stock Holding History

HFG Advisors’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	$256K	Sell	783 -254	-24%	-$78.9K	0.16%	98
2026 Q1	$305K	Buy	1,037 +3	+0.3%	+$910	0.21%	85
2025 Q4	$333K	Hold	1,034	–	–	0.24%	74
2025 Q3	$326K	Buy	1,034 +163	+19%	+$48.5K	0.24%	72
2025 Q2	$253K	Buy	+871	New	+$222K	0.2%	79

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HFG Advisors's JPM Position: Q2 2026 in Review

HFG Advisors reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $78.9K and leaving 783 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #98.

HFG Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HFG Advisors held 783 shares of JPMorgan Chase worth $256K as of Q2 2026.
HFG Advisors sold 254 JPMorgan Chase shares in Q2 2026, an estimated $78.9K.
JPMorgan Chase made up 0.16% of HFG Advisors's portfolio in Q2 2026, its #98 holding.
HFG Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
HFG Advisors's JPMorgan Chase position peaked at $333K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.