Hill Island Financial’s JPMorgan Chase JPM Stock Holding History

Hill Island Financial’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 Q1	$606K	Sell	2,061 -139	-6%	-$42.2K	0.15%	42
2025 Q4	$709K	Buy	2,200 +16	+0.7%	+$4.95K	0.17%	41
2025 Q3	$689K	Sell	2,184 -7	-0.3%	-$2.08K	0.17%	41
2025 Q2	$635K	Buy	+2,191	New	+$559K	0.18%	40
2025 Q1	–	Sell	-1,354	Closed	-$325K	–	66
2024 Q4	$325K	Sell	1,354 -47	-3%	-$10.9K	0.09%	55
2024 Q3	$295K	Sell	1,401 -257	-16%	-$54.1K	0.09%	55
2024 Q2	$335K	Buy	1,658 +304	+22%	+$59.4K	0.11%	48
2024 Q1	$271K	Sell	1,354 -372	-22%	-$67.1K	0.09%	56
2023 Q4	$294K	Buy	+1,726	New	+$262K	0.1%	52

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hill Island Financial's JPM Position: Q1 2026 in Review

Hill Island Financial reduced its JPMorgan Chase (JPM) stake by 6.3% in Q1 2026, selling an estimated $42.2K and leaving 2,061 shares worth $606K. The position accounts for 0.15% of the portfolio, ranked #42.

Hill Island Financial first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $709K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Hill Island Financial held 2,061 shares of JPMorgan Chase worth $606K as of Q1 2026.
Hill Island Financial sold 139 JPMorgan Chase shares in Q1 2026, an estimated $42.2K.
JPMorgan Chase made up 0.15% of Hill Island Financial's portfolio in Q1 2026, its #42 holding.
Hill Island Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
Hill Island Financial's JPMorgan Chase position peaked at $709K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.