HCM
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Hodges Capital Management’s JPMorgan Chase JPM Stock Holding History

Hodges 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
2026
Q1 		$10.1M Sell
34,219
-80
-0.2% -$24.3K 0.83% 42
2025
Q4 		$11.1M Sell
34,299
-93
-0.3% -$28.8K 0.95% 32
2025
Q3 		$10.8M Sell
34,392
-1,826
-5% -$543K 0.93% 35
2025
Q2 		$10.5M Sell
36,218
-269
-0.7% -$68.6K 1.01% 29
2025
Q1 		$8.95M Sell
36,487
-7,820
-18% -$1.99M 0.89% 35
2024
Q4 		$10.6M Sell
44,307
-1,451
-3% -$338K 0.64% 55
2024
Q3 		$9.65M Buy
45,758
+903
+2% +$190K 0.62% 51
2024
Q2 		$9.07M Sell
44,855
-8,691
-16% -$1.7M 0.61% 51
2024
Q1 		$20M Sell
53,546
-11,716
-18% -$2.11M 1.27% 22
2023
Q4 		$18M Buy
65,262
+35,344
+118% +$5.36M 0.95% 36
2023
Q3 		$4.34M Sell
29,918
-7,163
-19% -$1.07M 0.51% 58
2023
Q2 		$6.55M Buy
37,081
+1,006
+3% +$138K 0.38% 73
2023
Q1 		$5.06M Buy
36,075
+1,920
+6% +$263K 0.41% 70
2022
Q4 		$4.58M Buy
34,155
+7,554
+28% +$957K 0.4% 75
2022
Q3 		$2.78M Sell
26,601
-7,009
-21% -$804K 0.46% 64
2022
Q2 		$3.78M Buy
33,610
+863
+3% +$107K 0.38% 79
2022
Q1 		$4.46M Buy
32,747
+15,647
+92% +$2.31M 0.35% 81
2021
Q4 		$2.71M Sell
17,100
-227
-1% -$37.3K 0.2% 106
2021
Q3 		$2.84M Buy
17,327
+1,045
+6% +$164K 0.21% 105
2021
Q2 		$2.53M Buy
16,282
+200
+1% +$31.4K 0.28% 106
2021
Q1 		$2.45M Sell
16,082
-1,509
-9% -$217K 0.34% 92
2020
Q4 		$2.23M Sell
17,591
-2,844
-14% -$318K 0.35% 93
2020
Q3 		$1.97M Buy
20,435
+1,489
+8% +$146K 0.38% 86
2020
Q2 		$1.78M Sell
18,946
-9,169
-33% -$870K 0.36% 84
2020
Q1 		$2.53M Sell
28,115
-6,591
-19% -$801K 0.65% 49
2019
Q4 		$4.84M Buy
34,706
+21
+0.1% +$2.69K 0.64% 51
2019
Q3 		$4.08M Buy
34,685
+2,719
+9% +$308K 0.47% 70
2019
Q2 		$3.57M Buy
31,966
+453
+1% +$49.9K 0.39% 77
2019
Q1 		$3.19M Buy
31,513
+658
+2% +$67.8K 0.32% 90
2018
Q4 		$3.01M Buy
30,855
+12,057
+64% +$1.28M 0.34% 73
2018
Q3 		$2.12M Sell
18,798
-2,110
-10% -$240K 0.16% 107
2018
Q2 		$2.18M Sell
20,908
-615
-3% -$67.5K 0.16% 115
2018
Q1 		$2.37M Buy
21,523
+6,098
+40% +$690K 0.19% 106
2017
Q4 		$1.65M Buy
15,425
+5
+0% +$506 0.12% 127
2017
Q3 		$1.47M Sell
15,420
-105
-0.7% -$9.68K 0.1% 146
2017
Q2 		$1.42M Sell
15,525
-400
-3% -$34.5K 0.08% 148
2017
Q1 		$1.4M Buy
15,925
+247
+2% +$21.8K 0.07% 152
2016
Q4 		$1.35M Buy
15,678
+3,623
+30% +$276K 0.06% 157
2016
Q3 		$803K Buy
12,055
+4,550
+61% +$297K 0.04% 174
2016
Q2 		$466K Sell
7,505
-1,250
-14% -$78.1K 0.02% 200
2016
Q1 		$518K Buy
8,755
+773
+10% +$45.1K 0.02% 199
2015
Q4 		$527K Buy
7,982
+861
+12% +$56.1K 0.02% 204
2015
Q3 		$434K Sell
7,121
-1,725
-20% -$113K 0.02% 223
2015
Q2 		$599K Buy
8,846
+1,596
+22% +$104K 0.02% 212
2015
Q1 		$439K Buy
7,250
+1,797
+33% +$106K 0.02% 221
2014
Q4 		$341K Hold
5,453
– – 0.01% 229
2014
Q3 		$328K Buy
5,453
+200
+4% +$11.7K 0.01% 229
2014
Q2 		$303K Hold
5,253
– – 0.01% 225
2014
Q1 		$319K Buy
5,253
+100
+2% +$5.78K 0.02% 205
2013
Q4 		$301K Buy
5,153
+500
+11% +$27.4K 0.02% 195
2013
Q3 		$241K Buy
4,653
+151
+3% +$8.1K 0.02% 204
2013
Q2 		$238K Buy
+4,502
New +$229K 0.03% 191

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

Hodges Capital Management's JPM Position: Q1 2026 in Review

Hodges Capital Management reduced its JPMorgan Chase (JPM) stake by 0.23% in Q1 2026, selling an estimated $24.3K and leaving 34,219 shares worth $10.1M. The position accounts for 0.83% of the portfolio, ranked #42.

Hodges Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $20M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hodges Capital Management held 34,219 shares of JPMorgan Chase worth $10.1M as of Q1 2026.
  • Hodges Capital Management sold 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 0.83% of Hodges Capital Management's portfolio in Q1 2026, its #42 holding.
  • Hodges Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Hodges Capital Management's JPMorgan Chase position peaked at $20M in Q1 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.