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HM Payson & Co’s JPMorgan Chase JPM Stock Holding History

HM Payson & Co’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 		$139M Sell
423,411
-58,438
-12% -$18.1M 1.84% 13
2026
Q1 		$142M Buy
481,849
+13,354
+3% +$4.05M 2.04% 9
2025
Q4 		$151M Buy
468,495
+14,681
+3% +$4.55M 2.13% 9
2025
Q3 		$143M Buy
453,814
+7,176
+2% +$2.13M 2.06% 10
2025
Q2 		$129M Buy
446,638
+64,628
+17% +$16.5M 2.05% 12
2025
Q1 		$93.7M Buy
382,010
+50,664
+15% +$12.9M 1.64% 18
2024
Q4 		$79.4M Buy
331,346
+1,591
+0.5% +$371K 1.35% 22
2024
Q3 		$69.5M Buy
329,755
+3,672
+1% +$773K 1.19% 26
2024
Q2 		$66M Buy
326,083
+79,891
+32% +$15.6M 1.2% 30
2024
Q1 		$49.3M Sell
246,192
-5,309
-2% -$958K 0.92% 37
2023
Q4 		$42.8M Sell
251,501
-376
-0.1% -$57K 0.89% 37
2023
Q3 		$36.5M Sell
251,877
-2,265
-0.9% -$340K 0.86% 39
2023
Q2 		$37M Sell
254,142
-29,808
-10% -$4.1M 0.83% 38
2023
Q1 		$37M Sell
283,950
-2,433
-0.8% -$333K 0.89% 36
2022
Q4 		$38.4M Sell
286,383
-45,966
-14% -$5.82M 0.96% 34
2022
Q3 		$34.7M Sell
332,349
-200,334
-38% -$23M 0.95% 35
2022
Q2 		$60M Buy
532,683
+3,328
+0.6% +$412K 1.54% 21
2022
Q1 		$72.2M Sell
529,355
-7,677
-1% -$1.13M 1.64% 17
2021
Q4 		$85M Sell
537,032
-4,548
-0.8% -$747K 1.85% 10
2021
Q3 		$88.7M Buy
541,580
+6,403
+1% +$1M 2.16% 6
2021
Q2 		$83.2M Buy
535,177
+1,134
+0.2% +$178K 2.03% 6
2021
Q1 		$81.3M Sell
534,043
-28,260
-5% -$4.07M 2.16% 6
2020
Q4 		$71.5M Sell
562,303
-5,493
-1% -$614K 1.97% 6
2020
Q3 		$54.7M Sell
567,796
-6,845
-1% -$672K 1.68% 15
2020
Q2 		$54.1M Buy
574,641
+8,599
+2% +$816K 1.81% 12
2020
Q1 		$51M Buy
566,042
+10,003
+2% +$1.22M 2% 9
2019
Q4 		$77.5M Sell
556,039
-17,296
-3% -$2.22M 2.49% 5
2019
Q3 		$67.5M Buy
573,335
+23,502
+4% +$2.66M 2.38% 5
2019
Q2 		$61.5M Buy
549,833
+3,491
+0.6% +$385K 2.2% 6
2019
Q1 		$55.3M Buy
546,342
+537,633
+6,173% +$55.4M 2.11% 9
2018
Q4 		$850K Sell
8,709
-407,562
-98% -$43.4M 2.49% 8
2018
Q3 		$47M Sell
416,271
-66,518
-14% -$7.55M 2.1% 9
2018
Q2 		$50.3M Buy
482,789
+4,449
+0.9% +$488K 2.15% 9
2018
Q1 		$52.6M Sell
478,340
-2,106
-0.4% -$238K 2.17% 9
2017
Q4 		$51.4M Sell
480,446
-14,158
-3% -$1.43M 2.07% 10
2017
Q3 		$47.2M Sell
494,604
-3,937
-0.8% -$363K 2.03% 10
2017
Q2 		$45.6M Buy
498,541
+8,157
+2% +$704K 2.05% 11
2017
Q1 		$43.1M Sell
490,384
-25,188
-5% -$2.22M 1.96% 11
2016
Q4 		$44.5M Buy
515,572
+9,701
+2% +$740K 2.12% 8
2016
Q3 		$33.7M Sell
505,871
-27,014
-5% -$1.76M 1.64% 15
2016
Q2 		$33.1M Sell
532,885
-22,644
-4% -$1.41M 1.65% 18
2016
Q1 		$32.9M Buy
555,529
+20,981
+4% +$1.23M 1.71% 16
2015
Q4 		$35.3M Sell
534,548
-9,266
-2% -$603K 1.81% 13
2015
Q3 		$33.2M Sell
543,814
-3,141
-0.6% -$206K 1.8% 14
2015
Q2 		$37.1M Buy
546,955
+2,680
+0.5% +$175K 1.84% 12
2015
Q1 		$33M Buy
544,275
+27,795
+5% +$1.65M 1.65% 18
2014
Q4 		$32.3M Buy
516,480
+9,199
+2% +$554K 1.6% 19
2014
Q3 		$30.6M Buy
507,281
+30,623
+6% +$1.79M 1.57% 19
2014
Q2 		$27.5M Buy
476,658
+138,529
+41% +$7.79M 1.41% 21
2014
Q1 		$20.5M Buy
338,129
+3,051
+0.9% +$176K 1.09% 28
2013
Q4 		$19.6M Sell
335,078
-8,361
-2% -$458K 1.05% 31
2013
Q3 		$17.8M Sell
343,439
-7,379
-2% -$396K 1.03% 30
2013
Q2 		$18.5M Buy
+350,818
New +$17.8M 1.11% 25

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

HM Payson & Co's JPM Position: Q2 2026 in Review

HM Payson & Co reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $18.1M and leaving 423,411 shares worth $139M. The position accounts for 1.84% of the portfolio, ranked #13.

HM Payson & Co first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $151M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HM Payson & Co held 423,411 shares of JPMorgan Chase worth $139M as of Q2 2026.
  • HM Payson & Co sold 58,438 JPMorgan Chase shares in Q2 2026, an estimated $18.1M.
  • JPMorgan Chase made up 1.84% of HM Payson & Co's portfolio in Q2 2026, its #13 holding.
  • HM Payson & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's JPMorgan Chase position peaked at $151M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.