Hillcrest Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Hillcrest 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 Q1	$881K	Hold	2,995	–	–	0.36%	29
2025 Q4	$965K	Hold	2,995	–	–	0.42%	27
2025 Q3	$945K	Hold	2,995	–	–	0.42%	26
2025 Q2	$868K	Sell	2,995 -395	-12%	-$101K	0.41%	26
2025 Q1	$832K	Sell	3,390 -420	-11%	-$107K	0.41%	28
2024 Q4	$913K	Sell	3,810 -500	-12%	-$116K	0.43%	28
2024 Q3	$909K	Hold	4,310	–	–	0.45%	25
2024 Q2	$872K	Hold	4,310	–	–	0.47%	25
2024 Q1	$863K	Hold	4,310	–	–	0.47%	26
2023 Q4	$733K	Hold	4,310	–	–	0.4%	29
2023 Q3	$625K	Hold	4,310	–	–	0.36%	31
2023 Q2	$627K	Hold	4,310	–	–	0.37%	30
2023 Q1	$562K	Hold	4,310	–	–	0.33%	31
2022 Q4	$578K	Sell	4,310 -27	-0.6%	-$3.42K	0.35%	32
2022 Q3	$453K	Hold	4,337	–	–	0.29%	36
2022 Q2	$488K	Hold	4,337	–	–	0.3%	34
2022 Q1	$591K	Hold	4,337	–	–	0.33%	33
2021 Q4	$687K	Hold	4,337	–	–	0.37%	33
2021 Q3	$710K	Buy	4,337 +27	+0.6%	+$4.23K	0.42%	30
2021 Q2	$670K	Buy	4,310 +292	+7%	+$45.9K	0.41%	29
2021 Q1	$612K	Hold	4,018	–	–	0.37%	29
2020 Q4	$511K	Sell	4,018 -6,500	-62%	-$727K	0.34%	34
2020 Q3	$1.01M	Buy	+10,518	New	+$1.03M	0.72%	28

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

Hillcrest Wealth Advisors's JPM Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,995 shares worth $881K. The position accounts for 0.36% of the portfolio, ranked #29.

Hillcrest Wealth Advisors first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2020. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Hillcrest Wealth Advisors held 2,995 shares of JPMorgan Chase worth $881K as of Q1 2026.
Hillcrest Wealth Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.36% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Hillcrest Wealth Advisors first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
Hillcrest Wealth Advisors's JPMorgan Chase position peaked at $1.01M in Q3 2020.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.