Hobbs Group Advisors’s JPMorgan Chase JPM Stock Holding History

Hobbs Group 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	$475K	Sell	1,452 -22	-1%	-$6.83K	0.13%	112
2026 Q1	$434K	Sell	1,474 -112	-7%	-$34K	0.13%	109
2025 Q4	$511K	Buy	1,586 +28	+2%	+$8.67K	0.15%	100
2025 Q3	$492K	Sell	1,558 -27	-2%	-$8.03K	0.15%	103
2025 Q2	$459K	Buy	1,585 +73	+5%	+$18.6K	0.16%	100
2025 Q1	$371K	Sell	1,512 -6	-0.4%	-$1.53K	0.14%	104
2024 Q4	$364K	Sell	1,518 -26	-2%	-$6.06K	0.14%	107
2024 Q3	$326K	Buy	1,544 +237	+18%	+$49.9K	0.12%	110
2024 Q2	$264K	Buy	+1,307	New	+$256K	0.1%	123
2023 Q4	$414K	Buy	+2,435	New	+$369K	0.18%	84

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hobbs Group Advisors's JPM Position: Q2 2026 in Review

Hobbs Group Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $6.83K and leaving 1,452 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #112.

Hobbs Group Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $511K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hobbs Group Advisors held 1,452 shares of JPMorgan Chase worth $475K as of Q2 2026.
Hobbs Group Advisors sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.13% of Hobbs Group Advisors's portfolio in Q2 2026, its #112 holding.
Hobbs Group Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's JPMorgan Chase position peaked at $511K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.