HFA
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Highland Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Highland Financial 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 		$1.6M Buy
4,883
+13
+0.3% +$4.04K 0.35% 28
2026
Q1 		$1.43M Buy
4,870
+211
+5% +$64K 0.38% 28
2025
Q4 		$1.5M Buy
4,659
+61
+1% +$18.9K 0.42% 27
2025
Q3 		$1.45M Buy
4,598
+78
+2% +$23.2K 0.42% 29
2025
Q2 		$1.31M Hold
4,520
– – 0.42% 28
2025
Q1 		$1.11M Sell
4,520
-2,754
-38% -$702K 0.4% 27
2024
Q4 		$1.74M Buy
7,274
+287
+4% +$66.8K 0.6% 23
2024
Q3 		$1.47M Sell
6,987
-69
-1% -$14.5K 0.52% 24
2024
Q2 		$1.43M Buy
7,056
+50
+0.7% +$9.78K 0.53% 24
2024
Q1 		$1.4M Hold
7,006
– – 0.56% 24
2023
Q4 		$1.19M Buy
7,006
+1,142
+19% +$173K 0.52% 26
2023
Q3 		$850K Buy
5,864
+25
+0.4% +$3.75K 0.44% 27
2023
Q2 		$849K Buy
5,839
+1
+0% +$138 0.44% 27
2023
Q1 		$761K Buy
5,838
+2
+0% +$274 0.41% 30
2022
Q4 		$783K Buy
5,836
+36
+0.6% +$4.56K 0.46% 27
2022
Q3 		$606K Sell
5,800
-1,232
-18% -$141K 0.42% 28
2022
Q2 		$792K Buy
+7,032
New +$871K 0.54% 25

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return