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HFM Investment Advisors’s JPMorgan Chase JPM Stock Holding History

HFM Investment 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 		$75.9K Buy
232
+42
+22% +$13K 0.03% 46
2026
Q1 		$55.9K Sell
190
-2
-1% -$607 0.02% 49
2025
Q4 		$61.9K Buy
192
+105
+121% +$32.5K 0.02% 48
2025
Q3 		$27.4K Hold
87
– – 0.01% 58
2025
Q2 		$25.2K Buy
87
+32
+58% +$8.17K 0.01% 60
2025
Q1 		$13.5K Buy
+55
New +$14K 0.01% 70

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

HFM Investment Advisors's JPM Position: Q2 2026 in Review

HFM Investment Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $13K and bringing the position to 232 shares worth $75.9K. The position accounts for 0.03% of the portfolio, ranked #46.

HFM Investment Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HFM Investment Advisors held 232 shares of JPMorgan Chase worth $75.9K as of Q2 2026.
  • HFM Investment Advisors bought 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 0.03% of HFM Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • HFM Investment Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.