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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hillsdale Investment Management's JPM Position: Q1 2026 in Review

Hillsdale Investment Management increased its JPMorgan Chase (JPM) stake by 8.3% in Q1 2026, buying an estimated $727K and bringing the position to 31,132 shares worth $9.16M. The position accounts for 0.25% of the portfolio, ranked #69.

Hillsdale Investment Management first reported a position in JPM in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.26M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hillsdale Investment Management held 31,132 shares of JPMorgan Chase worth $9.16M as of Q1 2026.
  • Hillsdale Investment Management bought 2,397 JPMorgan Chase shares in Q1 2026, an estimated $727K.
  • JPMorgan Chase made up 0.25% of Hillsdale Investment Management's portfolio in Q1 2026, its #69 holding.
  • Hillsdale Investment Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 26 quarters since.
  • Hillsdale Investment Management's JPMorgan Chase position peaked at $9.26M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.