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Hoey Investments’s JPMorgan Chase JPM Stock Holding History

Hoey Investments’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 		$9.63M Sell
29,421
-276
-0.9% -$85.7K 1.24% 15
2026
Q1 		$8.74M Sell
29,697
-1,884
-6% -$572K 1.26% 12
2025
Q4 		$10.2M Buy
31,581
+579
+2% +$179K 1.35% 10
2025
Q3 		$9.78M Buy
31,002
+671
+2% +$200K 1.3% 10
2025
Q2 		$8.79M Sell
30,331
-2,847
-9% -$727K 1.29% 10
2025
Q1 		$8.14M Sell
33,178
-3,218
-9% -$820K 1.59% 9
2024
Q4 		$8.72M Buy
36,396
+10,517
+41% +$2.45M 1.47% 9
2024
Q3 		$5.23M Hold
25,879
– – 0.98% 12
2024
Q2 		$5.23M Buy
25,879
+3,501
+16% +$684K 0.98% 12
2024
Q1 		$4.48M Buy
22,378
+1,747
+8% +$315K 0.98% 13
2023
Q4 		$3.51M Buy
20,631
+2,752
+15% +$417K 0.98% 12
2023
Q3 		$2.59M Buy
17,879
+10,675
+148% +$1.6M 0.86% 14
2023
Q2 		$1.05M Buy
7,204
+1,634
+29% +$225K 0.34% 43
2023
Q1 		$726K Buy
5,570
+2,587
+87% +$354K 0.28% 55
2022
Q4 		$400K Sell
2,983
-900
-23% -$114K 0.17% 68
2022
Q3 		$406K Buy
3,883
+1,908
+97% +$219K 0.16% 71
2022
Q2 		$222K Sell
1,975
-49,544
-96% -$6.14M 0.1% 72
2022
Q1 		$7.02M Sell
51,519
-12,953
-20% -$1.91M 1.9% 11
2021
Q4 		$10.2M Buy
64,472
+2,233
+4% +$367K 2.6% 9
2021
Q3 		$10.2M Sell
62,239
-2,342
-4% -$367K 3.04% 8
2021
Q2 		$10M Buy
64,581
+10,122
+19% +$1.59M 2.98% 8
2021
Q1 		$8.29M Buy
54,459
+9,015
+20% +$1.3M 2.79% 10
2020
Q4 		$5.78M Buy
45,444
+6,894
+18% +$771K 2.07% 10
2020
Q3 		$3.71M Sell
38,550
-11,134
-22% -$1.09M 1.5% 13
2020
Q2 		$4.67M Buy
49,684
+32,417
+188% +$3.08M 2.29% 10
2020
Q1 		$1.55M Sell
17,267
-27,627
-62% -$3.36M 1.09% 13
2019
Q4 		$6.26M Buy
+44,894
New +$5.76M 4.44% 4

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hoey Investments's JPM Position: Q2 2026 in Review

Hoey Investments reduced its JPMorgan Chase (JPM) stake by 0.93% in Q2 2026, selling an estimated $85.7K and leaving 29,421 shares worth $9.63M. The position accounts for 1.24% of the portfolio, ranked #15.

Hoey Investments first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q4 2021. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hoey Investments held 29,421 shares of JPMorgan Chase worth $9.63M as of Q2 2026.
  • Hoey Investments sold 276 JPMorgan Chase shares in Q2 2026, an estimated $85.7K.
  • JPMorgan Chase made up 1.24% of Hoey Investments's portfolio in Q2 2026, its #15 holding.
  • Hoey Investments first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Hoey Investments's JPMorgan Chase position peaked at $10.2M in Q4 2021.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.