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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
Q2 		$502K Buy
1,533
+226
+17% +$70.2K 0.25% 39
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
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

Hilltop Wealth Advisors's JPM Position: Q2 2026 in Review

Hilltop Wealth Advisors increased its JPMorgan Chase (JPM) stake by 17% in Q2 2026, buying an estimated $70.2K and bringing the position to 1,533 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #39.

Hilltop Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hilltop Wealth Advisors held 1,533 shares of JPMorgan Chase worth $502K as of Q2 2026.
  • Hilltop Wealth Advisors bought 226 JPMorgan Chase shares in Q2 2026, an estimated $70.2K.
  • JPMorgan Chase made up 0.25% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Hilltop Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.