HMS Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.11M | Sell |
9,506
-147
| -2% | -$45.7K | 1.16% | 21 |
|
|
2026
Q1 | $2.84M | Sell |
9,653
-824
| -8% | -$250K | 1.1% | 20 |
|
|
2025
Q4 | $3.38M | Sell |
10,477
-120
| -1% | -$37.2K | 1.4% | 17 |
|
|
2025
Q3 | $3.34M | Sell |
10,597
-394
| -4% | -$117K | 1.41% | 17 |
|
|
2025
Q2 | $3.19M | Sell |
10,991
-390
| -3% | -$99.5K | 1.43% | 17 |
|
|
2025
Q1 | $2.44M | Sell |
11,381
-320
| -3% | -$81.6K | 1.35% | 20 |
|
|
2024
Q4 | $2.8M | Sell |
11,701
-25
| -0.2% | -$5.82K | 1.36% | 18 |
|
|
2024
Q3 | $2.47M | Buy |
11,726
+129
| +1% | +$27.2K | 1.21% | 20 |
|
|
2024
Q2 | $2.35M | Buy |
11,597
+920
| +9% | +$180K | 1.22% | 21 |
|
|
2024
Q1 | $2.14M | Sell |
10,677
-554
| -5% | -$100K | 1.18% | 19 |
|
|
2023
Q4 | $1.91M | Sell |
11,231
-242
| -2% | -$36.7K | 1.17% | 19 |
|
|
2023
Q3 | $1.66M | Sell |
11,473
-463
| -4% | -$69.4K | 1.1% | 20 |
|
|
2023
Q2 | $1.74M | Sell |
11,936
-231
| -2% | -$31.8K | 1.05% | 21 |
|
|
2023
Q1 | $1.59M | Buy |
12,167
+2,158
| +22% | +$296K | 1% | 23 |
|
|
2022
Q4 | $1.34M | Buy |
10,009
+1,405
| +16% | +$178K | 0.77% | 27 |
|
|
2022
Q3 | $899K | Sell |
8,604
-237
| -3% | -$27.2K | 0.55% | 40 |
|
|
2022
Q2 | $996K | Buy |
8,841
+1,369
| +18% | +$170K | 0.5% | 35 |
|
|
2022
Q1 | $1.02M | Buy |
7,472
+217
| +3% | +$32K | 0.43% | 47 |
|
|
2021
Q4 | $1.15M | Buy |
7,255
+79
| +1% | +$13K | 0.5% | 44 |
|
|
2021
Q3 | $1.18M | Buy |
7,176
+976
| +16% | +$153K | 0.55% | 41 |
|
|
2021
Q2 | $964K | Buy |
6,200
+588
| +10% | +$92.3K | 0.43% | 47 |
|
|
2021
Q1 | $854K | Sell |
5,612
-464
| -8% | -$66.8K | 0.36% | 50 |
|
|
2020
Q4 | $772K | Sell |
6,076
-604
| -9% | -$67.5K | 0.35% | 58 |
|
|
2020
Q3 | $643K | Buy |
6,680
+423
| +7% | +$41.5K | 0.25% | 79 |
|
|
2020
Q2 | $589K | Buy |
6,257
+1,546
| +33% | +$147K | 0.26% | 86 |
|
|
2020
Q1 | $424K | Sell |
4,711
-4,857
| -51% | -$590K | 0.41% | 56 |
|
|
2019
Q4 | $1.33M | Buy |
9,568
+124
| +1% | +$15.9K | 0.56% | 42 |
|
|
2019
Q3 | $1.11M | Sell |
9,444
-179
| -2% | -$20.2K | 0.41% | 72 |
|
|
2019
Q2 | $1.08M | Sell |
9,623
-643
| -6% | -$70.9K | 0.46% | 58 |
|
|
2019
Q1 | $1.04M | Buy |
10,266
+1,321
| +15% | +$136K | 0.44% | 65 |
|
|
2018
Q4 | $873K | Sell |
8,945
-1,134
| -11% | -$121K | 0.44% | 70 |
|
|
2018
Q3 | $1.14M | Buy |
10,079
+942
| +10% | +$107K | 0.56% | 56 |
|
|
2018
Q2 | $952K | Buy |
9,137
+7,248
| +384% | +$795K | 0.54% | 60 |
|
|
2018
Q1 | $208K | Buy |
+1,889
| New | +$214K | 0.14% | 146 |
|
Other funds holding JPM
RG
TWC
ATO
HMS Capital Management's JPM Position: Q2 2026 in Review
HMS Capital Management reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $45.7K and leaving 9,506 shares worth $3.11M. The position accounts for 1.16% of the portfolio, ranked #21.
HMS Capital Management first reported a position in JPM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.38M in Q4 2025. 2,201 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- HMS Capital Management held 9,506 shares of JPMorgan Chase worth $3.11M as of Q2 2026.
- HMS Capital Management sold 147 JPMorgan Chase shares in Q2 2026, an estimated $45.7K.
- JPMorgan Chase made up 1.16% of HMS Capital Management's portfolio in Q2 2026, its #21 holding.
- HMS Capital Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 34 quarters since.
- HMS Capital Management's JPMorgan Chase position peaked at $3.38M in Q4 2025.
- 2,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.