HZ
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Hixon Zuercher’s JPMorgan Chase JPM Stock Holding History

Hixon Zuercher’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 		$9.74M Sell
29,750
-435
-1% -$135K 2.86% 8
2026
Q1 		$8.88M Sell
30,185
-246
-0.8% -$74.7K 2.76% 8
2025
Q4 		$9.81M Buy
30,431
+161
+0.5% +$49.8K 2.97% 4
2025
Q3 		$9.55M Sell
30,270
-3,760
-11% -$1.12M 2.91% 5
2025
Q2 		$9.87M Sell
34,030
-4,980
-13% -$1.27M 3.19% 3
2025
Q1 		$9.57M Sell
39,010
-18
-0% -$4.59K 3.37% 3
2024
Q4 		$9.36M Sell
39,028
-877
-2% -$204K 3.6% 2
2024
Q3 		$8.41M Sell
39,905
-790
-2% -$166K 3.3% 5
2024
Q2 		$8.23M Sell
40,695
-5,222
-11% -$1.02M 3.47% 4
2024
Q1 		$9.2M Buy
45,917
+443
+1% +$79.9K 3.89% 1
2023
Q4 		$7.74M Buy
45,474
+147
+0.3% +$22.3K 3.59% 4
2023
Q3 		$6.57M Buy
45,327
+2,312
+5% +$347K 3.44% 8
2023
Q2 		$6.26M Buy
43,015
+1,055
+3% +$145K 3.15% 11
2023
Q1 		$5.47M Buy
41,960
+7,684
+22% +$1.05M 3.24% 13
2022
Q4 		$4.6M Buy
34,276
+264
+0.8% +$33.5K 2.83% 14
2022
Q3 		$3.55M Buy
34,012
+2,818
+9% +$323K 2.27% 19
2022
Q2 		$3.51M Buy
31,194
+1,019
+3% +$126K 2.28% 17
2022
Q1 		$4.11M Buy
30,175
+2,161
+8% +$319K 2.21% 18
2021
Q4 		$4.44M Buy
28,014
+1,220
+5% +$200K 2.23% 17
2021
Q3 		$4.39M Buy
26,794
+1,103
+4% +$173K 2.56% 13
2021
Q2 		$4M Buy
25,691
+14,139
+122% +$2.22M 2.4% 16
2021
Q1 		$1.76M Buy
11,552
+2,724
+31% +$392K 1.16% 31
2020
Q4 		$1.12M Sell
8,828
-128
-1% -$14.3K 0.78% 37
2020
Q3 		$862K Buy
8,956
+198
+2% +$19.4K 0.66% 43
2020
Q2 		$824K Buy
8,758
+5,801
+196% +$550K 0.71% 40
2020
Q1 		$266K Sell
2,957
-20,805
-88% -$2.53M 0.38% 31
2019
Q4 		$3.31M Buy
+23,762
New +$3.05M 3.15% 9

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Hixon Zuercher's JPM Position: Q2 2026 in Review

Hixon Zuercher reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $135K and leaving 29,750 shares worth $9.74M. The position accounts for 2.86% of the portfolio, ranked #8.

Hixon Zuercher first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.87M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hixon Zuercher held 29,750 shares of JPMorgan Chase worth $9.74M as of Q2 2026.
  • Hixon Zuercher sold 435 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 2.86% of Hixon Zuercher's portfolio in Q2 2026, its #8 holding.
  • Hixon Zuercher first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Hixon Zuercher's JPMorgan Chase position peaked at $9.87M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.