HIM
JPM icon

Hillsdale Investment Management’s JPMorgan Chase JPM Stock Holding History

Hillsdale Investment Management’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 		$7.18M Sell
21,922
-9,210
-30% -$2.86M 0.16% 166
2026
Q1 		$9.16M Buy
31,132
+2,397
+8% +$727K 0.25% 69
2025
Q4 		$9.26M Buy
28,735
+1,143
+4% +$354K 0.26% 66
2025
Q3 		$8.7M Sell
27,592
-3,060
-10% -$910K 0.26% 65
2025
Q2 		$8.89M Buy
30,652
+24,110
+369% +$6.15M 0.33% 44
2025
Q1 		$1.6M Buy
6,542
+1,220
+23% +$311K 0.08% 219
2024
Q4 		$1.28M Sell
5,322
-1,380
-21% -$321K 0.06% 226
2024
Q3 		$1.41M Buy
6,702
+2,142
+47% +$451K 0.11% 212
2024
Q2 		$922K Buy
4,560
+2,660
+140% +$520K 0.07% 221
2024
Q1 		$381K Sell
1,900
-280
-13% -$50.5K 0.03% 345
2023
Q4 		$371K Buy
2,180
+400
+22% +$60.6K 0.03% 337
2023
Q3 		$258K Buy
1,780
+810
+84% +$121K 0.02% 337
2023
Q2 		$141K Sell
970
-130
-12% -$17.9K 0.01% 348
2023
Q1 		$143K Buy
1,100
+100
+10% +$13.7K 0.01% 429
2022
Q4 		$134K Sell
1,000
-260
-21% -$32.9K 0.01% 423
2022
Q3 		$132K Hold
1,260
– – 0.01% 405
2022
Q2 		$142K Sell
1,260
-168
-12% -$20.8K 0.01% 410
2022
Q1 		$195K Buy
1,428
+813
+132% +$120K 0.01% 401
2021
Q4 		$97K Sell
615
-115
-16% -$18.9K 0.01% 438
2021
Q3 		$119K Sell
730
-740
-50% -$116K 0.01% 428
2021
Q2 		$229K Buy
1,470
+170
+13% +$26.7K 0.02% 405
2021
Q1 		$198K Hold
1,300
– – 0.02% 401
2020
Q4 		$165K Hold
1,300
– – 0.02% 396
2020
Q3 		$125K Buy
1,300
+1,060
+442% +$104K 0.01% 404
2020
Q2 		$23K Sell
240
-1,100
-82% -$104K ﹤0.01% 459
2020
Q1 		$121K Buy
+1,340
New +$163K 0.01% 415
2019
Q1 		– Sell
-3,660
Closed -$357K – 642
2018
Q4 		$357K Buy
+3,660
New +$390K 0.04% 352

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hillsdale Investment Management's JPM Position: Q2 2026 in Review

Hillsdale Investment Management reduced its JPMorgan Chase (JPM) stake by 30% in Q2 2026, selling an estimated $2.86M and leaving 21,922 shares worth $7.18M. The position accounts for 0.16% of the portfolio, ranked #166.

Hillsdale Investment Management first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.26M in Q4 2025. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hillsdale Investment Management held 21,922 shares of JPMorgan Chase worth $7.18M as of Q2 2026.
  • Hillsdale Investment Management sold 9,210 JPMorgan Chase shares in Q2 2026, an estimated $2.86M.
  • JPMorgan Chase made up 0.16% of Hillsdale Investment Management's portfolio in Q2 2026, its #166 holding.
  • Hillsdale Investment Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
  • Hillsdale Investment Management's JPMorgan Chase position peaked at $9.26M in Q4 2025.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.