Hilltop Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Hilltop 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	$385K	Buy	1,307 +37	+3%	+$11.2K	0.23%	37
2025 Q4	$409K	Buy	1,270 +149	+13%	+$46.1K	0.21%	37
2025 Q3	$354K	Buy	1,121 +9	+0.8%	+$2.68K	0.18%	40
2025 Q2	$322K	Sell	1,112 -74	-6%	-$18.9K	0.18%	41
2025 Q1	$291K	Buy	1,186 +133	+13%	+$33.9K	0.16%	43
2024 Q4	$253K	Sell	1,053 -153	-13%	-$35.6K	0.13%	43
2024 Q3	$254K	Buy	1,206 +41	+4%	+$8.64K	0.12%	43
2024 Q2	$236K	Buy	1,165 +117	+11%	+$22.9K	0.12%	42
2024 Q1	$210K	Buy	+1,048	New	+$189K	0.11%	50
2023 Q1	–	Sell	-1,936	Closed	-$260K	–	40
2022 Q4	$260K	Hold	1,936	–	–	0.22%	33
2022 Q3	$202K	Hold	1,936	–	–	0.21%	36
2022 Q2	$218K	Hold	1,936	–	–	0.21%	28
2022 Q1	$264K	Hold	1,936	–	–	0.22%	27
2021 Q4	$307K	Hold	1,936	–	–	0.21%	30
2021 Q3	$317K	Sell	1,936 -200	-9%	-$31.4K	0.22%	29
2021 Q2	$332K	Hold	2,136	–	–	0.23%	28
2021 Q1	$325K	Hold	2,136	–	–	0.25%	27
2020 Q4	$271K	Hold	2,136	–	–	0.24%	29
2020 Q3	$206K	Hold	2,136	–	–	0.21%	29
2020 Q2	$201K	Sell	2,136 -903	-30%	-$85.7K	0.22%	28
2020 Q1	$274K	Sell	3,039 -100	-3%	-$12.1K	0.33%	19
2019 Q4	$438K	Buy	+3,139	New	+$403K	0.45%	15

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

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

Hilltop Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.9% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,307 shares worth $385K. The position accounts for 0.23% of the portfolio, ranked #37.

Hilltop Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. The position peaked at $438K in Q4 2019. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Hilltop Wealth Advisors held 1,307 shares of JPMorgan Chase worth $385K as of Q1 2026.
Hilltop Wealth Advisors bought 37 JPMorgan Chase shares in Q1 2026, an estimated $11.2K.
JPMorgan Chase made up 0.23% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Hilltop Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
Hilltop Wealth Advisors's JPMorgan Chase position peaked at $438K in Q4 2019.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.