HFR Wealth Management’s JPMorgan Chase JPM Stock Holding History

HFR Wealth 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	$617K	Hold	1,886	–	–	0.15%	36
2026 Q1	$555K	Sell	1,886 -4	-0.2%	-$1.21K	0.14%	35
2025 Q4	$609K	Hold	1,890	–	–	0.14%	33
2025 Q3	$596K	Hold	1,890	–	–	0.14%	35
2025 Q2	$548K	Buy	1,890 +10	+0.5%	+$2.55K	0.13%	34
2025 Q1	$461K	Hold	1,880	–	–	0.11%	41
2024 Q4	$451K	Buy	1,880 +35	+2%	+$8.15K	0.11%	43
2024 Q3	$389K	Hold	1,845	–	–	0.09%	46
2024 Q2	$373K	Hold	1,845	–	–	0.09%	46
2024 Q1	$370K	Hold	1,845	–	–	0.09%	48
2023 Q4	$314K	Hold	1,845	–	–	0.09%	50
2023 Q3	$268K	Hold	1,845	–	–	0.08%	50
2023 Q2	$268K	Hold	1,845	–	–	0.07%	50
2023 Q1	$240K	Hold	1,845	–	–	0.07%	56
2022 Q4	$247K	Buy	+1,845	New	+$234K	0.07%	54
2022 Q3	–	Sell	-1,845	Closed	-$208K	–	57
2022 Q2	$208K	Hold	1,845	–	–	0.06%	59
2022 Q1	$252K	Sell	1,845 -159	-8%	-$23.5K	0.07%	55
2021 Q4	$317K	Hold	2,004	–	–	0.08%	48
2021 Q3	$328K	Sell	2,004 -144	-7%	-$22.6K	0.1%	48
2021 Q2	$334K	Buy	+2,148	New	+$337K	0.1%	49

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 $3.37T AUM 44.26% 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

HFR Wealth Management's JPM Position: Q2 2026 in Review

HFR Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,886 shares worth $617K. The position accounts for 0.15% of the portfolio, ranked #36.

HFR Wealth Management first reported a position in JPM in Q2 2021 and has held it in 20 quarters since. 5,105 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HFR Wealth Management held 1,886 shares of JPMorgan Chase worth $617K as of Q2 2026.
HFR Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.15% of HFR Wealth Management's portfolio in Q2 2026, its #36 holding.
HFR Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 20 quarters since.
5,105 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.