HMS Capital Management’s JPMorgan Chase JPM Stock Holding History

HMS Capital Management’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
2020 Q1	–	Sell	-5,200	Closed	-$725K	–	121
2019 Q4	$725K	Hold	5,200	–	–	0.31%	74
2019 Q3	$612K	Hold	5,200	–	–	0.23%	110
2019 Q2	$581K	Sell	5,200 -400	-7%	-$44.1K	0.25%	101
2019 Q1	$567K	Buy	5,600 +1,800	+47%	+$185K	0.24%	104
2018 Q4	$371K	Sell	3,800 -700	-16%	-$74.6K	0.19%	125
2018 Q3	$508K	Buy	4,500 +700	+18%	+$79.5K	0.25%	121
2018 Q2	$396K	Buy	+3,800	New	+$417K	0.22%	125

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 2,106 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.
2,106 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.