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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hobbs Group Advisors's JPM Position: Q1 2026 in Review

Hobbs Group Advisors reduced its JPMorgan Chase (JPM) stake by 7.1% in Q1 2026, selling an estimated $34K and leaving 1,474 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #109.

Hobbs Group Advisors first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $511K in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hobbs Group Advisors held 1,474 shares of JPMorgan Chase worth $434K as of Q1 2026.
  • Hobbs Group Advisors sold 112 JPMorgan Chase shares in Q1 2026, an estimated $34K.
  • JPMorgan Chase made up 0.13% of Hobbs Group Advisors's portfolio in Q1 2026, its #109 holding.
  • Hobbs Group Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
  • Hobbs Group Advisors's JPMorgan Chase position peaked at $511K in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.