Hoese & Co’s JPMorgan Chase JPM Stock Holding History

Hoese & Co’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	$381K	Buy	1,163 +253	+28%	+$78.6K	0.25%	31
2026 Q1	$268K	Sell	910 -400	-31%	-$121K	0.2%	30
2025 Q4	$422K	Hold	1,310	–	–	0.3%	25
2025 Q3	$413K	Hold	1,310	–	–	0.32%	25
2025 Q2	$380K	Buy	1,310 +150	+13%	+$38.3K	0.31%	22
2025 Q1	$285K	Hold	1,160	–	–	0.25%	24
2024 Q4	$278K	Buy	1,160 +675	+139%	+$157K	0.24%	24
2024 Q3	$102K	Hold	485	–	–	0.09%	45
2024 Q2	$98.3K	Buy	485 +40	+9%	+$7.82K	0.09%	41
2024 Q1	$82.8K	Hold	445	–	–	0.08%	47
2023 Q4	$69.5K	Hold	445	–	–	0.07%	50
2023 Q3	$64.5K	Hold	445	–	–	0.07%	56
2023 Q2	$64.7K	Sell	445 -1,003	-69%	-$138K	0.06%	60
2023 Q1	$208K	Hold	1,448	–	–	0.24%	39
2022 Q4	$200K	Sell	1,448 -35	-2%	-$4.43K	0.21%	41
2022 Q3	$155K	Hold	1,483	–	–	0.18%	43
2022 Q2	$167K	Buy	1,483 +938	+172%	+$116K	0.19%	46
2022 Q1	$75K	Sell	545 -978	-64%	-$144K	0.08%	67
2021 Q4	$241K	Sell	1,523 -95	-6%	-$15.6K	0.24%	46
2021 Q3	$265K	Hold	1,618	–	–	0.29%	40
2021 Q2	$251K	Buy	1,618 +35	+2%	+$5.5K	0.28%	41
2021 Q1	$241K	Buy	+1,583	New	+$228K	0.3%	41

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Hoese & Co's JPM Position: Q2 2026 in Review

Hoese & Co increased its JPMorgan Chase (JPM) stake by 28% in Q2 2026, buying an estimated $78.6K and bringing the position to 1,163 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #31.

Hoese & Co first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $422K in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hoese & Co held 1,163 shares of JPMorgan Chase worth $381K as of Q2 2026.
Hoese & Co bought 253 JPMorgan Chase shares in Q2 2026, an estimated $78.6K.
JPMorgan Chase made up 0.25% of Hoese & Co's portfolio in Q2 2026, its #31 holding.
Hoese & Co first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
Hoese & Co's JPMorgan Chase position peaked at $422K in Q4 2025.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.