Hobart Private Capital’s JPMorgan Chase JPM Stock Holding History

Hobart Private Capital’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	$1.15M	Buy	3,519 +13	+0.4%	+$4.04K	0.2%	71
2026 Q1	$1.03M	Buy	3,506 +131	+4%	+$39.8K	0.2%	64
2025 Q4	$1.09M	Buy	3,375 +1,758	+109%	+$544K	0.21%	68
2025 Q3	$510K	Buy	1,617 +144	+10%	+$42.8K	0.11%	85
2025 Q2	$427K	Buy	+1,473	New	+$376K	0.1%	86
2021 Q4	–	Sell	-4,558	Closed	-$746K	–	70
2021 Q3	$746K	Sell	4,558 -271	-6%	-$42.5K	0.29%	42
2021 Q2	$751K	Sell	4,829 -449	-9%	-$70.5K	0.31%	45
2021 Q1	$803K	Sell	5,278 -1,735	-25%	-$250K	0.33%	35
2020 Q4	$891K	Sell	7,013 -40	-0.6%	-$4.47K	0.39%	35
2020 Q3	$679K	Buy	7,053 +2,330	+49%	+$229K	0.35%	46
2020 Q2	$444K	Buy	4,723 +699	+17%	+$66.3K	0.25%	100
2020 Q1	$362K	Buy	4,024 +531	+15%	+$64.5K	0.25%	103
2019 Q4	$487K	Buy	3,493 +434	+14%	+$55.7K	0.3%	86
2019 Q3	$360K	Buy	3,059 +166	+6%	+$18.8K	0.25%	108
2019 Q2	$323K	Buy	2,893 +356	+14%	+$39.3K	0.23%	105
2019 Q1	$257K	Buy	2,537 +144	+6%	+$14.8K	0.2%	131
2018 Q4	$234K	Buy	2,393 +360	+18%	+$38.4K	0.2%	121
2018 Q3	$229K	Sell	2,033 -2,036	-50%	-$231K	0.18%	129
2018 Q2	$424K	Buy	4,069 +150	+4%	+$16.5K	0.35%	79
2018 Q1	$431K	Sell	3,919 -197	-5%	-$22.3K	0.38%	77
2017 Q4	$440K	Buy	+4,116	New	+$417K	0.39%	77

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Hobart Private Capital's JPM Position: Q2 2026 in Review

Hobart Private Capital increased its JPMorgan Chase (JPM) stake by 0.37% in Q2 2026, buying an estimated $4.04K and bringing the position to 3,519 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #71.

Hobart Private Capital first reported a position in JPM in Q4 2017 and has held it in 21 quarters since. 3,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hobart Private Capital held 3,519 shares of JPMorgan Chase worth $1.15M as of Q2 2026.
Hobart Private Capital bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.2% of Hobart Private Capital's portfolio in Q2 2026, its #71 holding.
Hobart Private Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 21 quarters since.
3,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.