Hilltop Partners’s JPMorgan Chase JPM Stock Holding History

Hilltop Partners’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	$4.97M	Buy	15,195 +1,489	+11%	+$462K	1.21%	22
2026 Q1	$4.03M	Buy	13,706 +704	+5%	+$214K	1.03%	24
2025 Q4	$4.19M	Buy	13,002 +2,966	+30%	+$918K	1.08%	22
2025 Q3	$3.17M	Buy	10,036 +895	+10%	+$266K	0.95%	25
2025 Q2	$2.65M	Buy	9,141 +890	+11%	+$227K	0.8%	25
2025 Q1	$2.02M	Buy	8,251 +671	+9%	+$171K	0.68%	28
2024 Q4	$1.82M	Buy	7,580 +980	+15%	+$228K	0.62%	31
2024 Q3	$1.39M	Buy	6,600 +495	+8%	+$104K	0.47%	34
2024 Q2	$1.23M	Buy	6,105 +855	+16%	+$167K	0.46%	36
2024 Q1	$1.05M	Buy	5,250 +368	+8%	+$66.4K	0.38%	39
2023 Q4	$830K	Buy	4,882 +1,479	+43%	+$224K	0.33%	42
2023 Q3	$494K	Buy	3,403 +401	+13%	+$60.1K	0.21%	59
2023 Q2	$437K	Buy	3,002 +302	+11%	+$41.5K	0.18%	64
2023 Q1	$352K	Buy	2,700 +53	+2%	+$7.26K	0.16%	51
2022 Q4	$355K	Buy	+2,647	New	+$335K	0.19%	40

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

Hilltop Partners's JPM Position: Q2 2026 in Review

Hilltop Partners increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $462K and bringing the position to 15,195 shares worth $4.97M. The position accounts for 1.21% of the portfolio, ranked #22.

Hilltop Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hilltop Partners held 15,195 shares of JPMorgan Chase worth $4.97M as of Q2 2026.
Hilltop Partners bought 1,489 JPMorgan Chase shares in Q2 2026, an estimated $462K.
JPMorgan Chase made up 1.21% of Hilltop Partners's portfolio in Q2 2026, its #22 holding.
Hilltop Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.