Hofer & Associates
JPM icon

Hofer & Associates’s JPMorgan Chase JPM Stock Holding History

Hofer & Associates’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
Q3 		– Sell
-6,190
Closed -$2.03M – 107
2026
Q2 		$2.03M Buy
6,190
+195
+3% +$60.6K 0.98% 27
2026
Q1 		$1.76M Buy
5,995
+252
+4% +$76.5K 0.95% 27
2025
Q4 		$1.85M Buy
5,743
+480
+9% +$149K 0.98% 26
2025
Q3 		$1.66M Buy
5,263
+28
+0.5% +$8.33K 0.95% 27
2025
Q2 		$1.52M Buy
5,235
+66
+1% +$16.8K 0.95% 27
2025
Q1 		$1.27M Buy
5,169
+161
+3% +$41K 0.86% 28
2024
Q4 		$1.2M Sell
5,008
-330
-6% -$76.9K 0.81% 28
2024
Q3 		$1.13M Buy
5,338
+51
+1% +$10.7K 0.78% 28
2024
Q2 		$1.07M Buy
5,287
+131
+3% +$25.6K 0.83% 26
2024
Q1 		$1.03M Buy
5,156
+109
+2% +$19.7K 0.87% 25
2023
Q4 		$859K Buy
5,047
+5
+0.1% +$758 0.8% 26
2023
Q3 		$731K Buy
5,042
+63
+1% +$9.44K 0.75% 27
2023
Q2 		$724K Sell
4,979
-115
-2% -$15.8K 0.7% 27
2023
Q1 		$683K Hold
5,094
– – 0.68% 24
2022
Q4 		$683K Buy
5,094
+211
+4% +$26.7K 0.68% 24
2022
Q3 		$510K Buy
4,883
+1,805
+59% +$207K 0.55% 26
2022
Q2 		$347K Buy
3,078
+266
+9% +$33K 0.36% 34
2022
Q1 		$383K Buy
2,812
+67
+2% +$9.9K 0.34% 35
2021
Q4 		$435K Buy
+2,745
New +$451K 0.39% 31

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hofer & Associates's JPM Position: Q3 2026 in Review

Hofer & Associates sold out of JPMorgan Chase (JPM) in Q3 2026, closing a stake of 6,190 shares — an estimated $2.03M sold.

Hofer & Associates first reported a position in JPM in Q4 2021 and held it in 19 quarters. The position peaked at $2.03M in Q2 2026. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hofer & Associates reported no remaining JPMorgan Chase position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 6,190 JPMorgan Chase shares in Q3 2026, an estimated $2.03M.
  • Hofer & Associates first reported a position in JPMorgan Chase in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's JPMorgan Chase position peaked at $2.03M in Q2 2026.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.