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HHM Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

HHM Wealth 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 		$3.5M Buy
10,692
+138
+1% +$42.9K 0.35% 25
2026
Q1 		$3.1M Buy
10,554
+537
+5% +$163K 0.36% 24
2025
Q4 		$3.23M Buy
10,017
+20
+0.2% +$6.19K 0.38% 23
2025
Q3 		$3.15M Sell
9,997
-245
-2% -$72.9K 0.36% 23
2025
Q2 		$2.97M Sell
10,242
-99
-1% -$25.3K 0.35% 22
2025
Q1 		$2.54M Buy
10,341
+38
+0.4% +$9.69K 0.34% 25
2024
Q4 		$2.47M Buy
10,303
+3,664
+55% +$853K 0.34% 26
2024
Q3 		$1.4M Hold
6,639
– – 0.2% 47
2024
Q2 		$1.34M Buy
6,639
+307
+5% +$60K 0.2% 50
2024
Q1 		$1.27M Sell
6,332
-150
-2% -$27.1K 0.21% 46
2023
Q4 		$1.1M Buy
6,482
+223
+4% +$33.8K 0.19% 46
2023
Q3 		$908K Sell
6,259
-219
-3% -$32.8K 0.18% 48
2023
Q2 		$942K Sell
6,478
-91
-1% -$12.5K 0.18% 46
2023
Q1 		$856K Buy
6,569
+1,346
+26% +$184K 0.17% 45
2022
Q4 		$700K Buy
5,223
+569
+12% +$72.1K 0.16% 50
2022
Q3 		$486K Sell
4,654
-834
-15% -$95.7K 0.13% 60
2022
Q2 		$618K Buy
5,488
+602
+12% +$74.6K 0.16% 53
2022
Q1 		$666K Buy
4,886
+398
+9% +$58.7K 0.16% 57
2021
Q4 		$711K Buy
4,488
+32
+0.7% +$5.25K 0.17% 51
2021
Q3 		$729K Hold
4,456
– – 0.2% 48
2021
Q2 		$693K Sell
4,456
-346
-7% -$54.3K 0.19% 51
2021
Q1 		$731K Buy
4,802
+247
+5% +$35.5K 0.23% 40
2020
Q4 		$579K Buy
4,555
+210
+5% +$23.5K 0.2% 43
2020
Q3 		$418K Buy
4,345
+52
+1% +$5.11K 0.17% 50
2020
Q2 		$404K Sell
4,293
-243
-5% -$23.1K 0.17% 48
2020
Q1 		$408K Buy
4,536
+1,744
+62% +$212K 0.2% 45
2019
Q4 		$389K Sell
2,792
-281
-9% -$36K 0.19% 51
2019
Q3 		$362K Buy
3,073
+639
+26% +$72.3K 0.21% 52
2019
Q2 		$272K Hold
2,434
– – 0.16% 57
2019
Q1 		$246K Buy
+2,434
New +$251K 0.16% 55

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

HHM Wealth Advisors's JPM Position: Q2 2026 in Review

HHM Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $42.9K and bringing the position to 10,692 shares worth $3.5M. The position accounts for 0.35% of the portfolio, ranked #25.

HHM Wealth Advisors first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HHM Wealth Advisors held 10,692 shares of JPMorgan Chase worth $3.5M as of Q2 2026.
  • HHM Wealth Advisors bought 138 JPMorgan Chase shares in Q2 2026, an estimated $42.9K.
  • JPMorgan Chase made up 0.35% of HHM Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • HHM Wealth Advisors first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.