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 Q2	$674K	Sell	2,059 -2	-0.1%	-$621	0.14%	46
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 $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

Hill Island Financial's JPM Position: Q2 2026 in Review

Hill Island Financial reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $621 and leaving 2,059 shares worth $674K. The position accounts for 0.14% of the portfolio, ranked #46.

Hill Island Financial first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $709K in Q4 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hill Island Financial held 2,059 shares of JPMorgan Chase worth $674K as of Q2 2026.
Hill Island Financial sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.14% of Hill Island Financial's portfolio in Q2 2026, its #46 holding.
Hill Island Financial first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Hill Island Financial's JPMorgan Chase position peaked at $709K in Q4 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.