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Hibernia Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Hibernia Wealth Partners’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 		$693K Sell
2,116
-1,988
-48% -$617K 0.38% 35
2026
Q1 		$1.21M Buy
4,104
+329
+9% +$99.8K 0.36% 31
2025
Q4 		$1.22M Buy
3,775
+2,107
+126% +$652K 0.37% 28
2025
Q3 		$521K Sell
1,668
-2,029
-55% -$603K 0.33% 32
2025
Q2 		$1.07M Buy
3,697
+2,642
+250% +$674K 0.35% 28
2025
Q1 		$259K Sell
1,055
-2,518
-70% -$642K 0.18% 40
2024
Q4 		$856K Sell
3,573
-2,075
-37% -$483K 0.56% 23
2024
Q3 		$1.19M Buy
5,648
+3,227
+133% +$680K 0.36% 31
2024
Q2 		$490K Sell
2,421
-1,199
-33% -$234K 0.17% 44
2024
Q1 		$725K Sell
3,620
-34
-0.9% -$6.13K 0.49% 26
2023
Q4 		$622K Buy
3,654
+197
+6% +$29.9K 0.47% 28
2023
Q3 		$501K Buy
+3,457
New +$518K 0.39% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hibernia Wealth Partners's JPM Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its JPMorgan Chase (JPM) stake by 48% in Q2 2026, selling an estimated $617K and leaving 2,116 shares worth $693K. The position accounts for 0.38% of the portfolio, ranked #35.

Hibernia Wealth Partners first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2025. 3,361 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hibernia Wealth Partners held 2,116 shares of JPMorgan Chase worth $693K as of Q2 2026.
  • Hibernia Wealth Partners sold 1,988 JPMorgan Chase shares in Q2 2026, an estimated $617K.
  • JPMorgan Chase made up 0.38% of Hibernia Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Hibernia Wealth Partners first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • Hibernia Wealth Partners's JPMorgan Chase position peaked at $1.22M in Q4 2025.
  • 3,361 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.