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HMV Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

HMV 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 		$2.17M Buy
6,629
+465
+8% +$144K 0.84% 25
2026
Q1 		$1.81M Buy
6,164
+84
+1% +$25.5K 0.85% 23
2025
Q4 		$1.96M Hold
6,080
– – 0.98% 23
2025
Q3 		$1.92M Sell
6,080
-175
-3% -$52K 1.05% 22
2025
Q2 		$1.81M Sell
6,255
-130
-2% -$33.2K 1.19% 23
2025
Q1 		$1.57M Hold
6,385
– – 1.24% 25
2024
Q4 		$1.53M Buy
+6,385
New +$1.49M 1.53% 21

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

HMV Wealth Advisors increased its JPMorgan Chase (JPM) stake by 7.5% in Q2 2026, buying an estimated $144K and bringing the position to 6,629 shares worth $2.17M. The position accounts for 0.84% of the portfolio, ranked #25.

HMV Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HMV Wealth Advisors held 6,629 shares of JPMorgan Chase worth $2.17M as of Q2 2026.
  • HMV Wealth Advisors bought 465 JPMorgan Chase shares in Q2 2026, an estimated $144K.
  • JPMorgan Chase made up 0.84% of HMV Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • HMV Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.