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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
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% +$9.89K 0.34% 35
2021
Q4 		$435K Buy
+2,745
New +$451K 0.39% 31

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Hofer & Associates's JPM Position: Q2 2026 in Review

Hofer & Associates increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $60.6K and bringing the position to 6,190 shares worth $2.03M. The position accounts for 0.98% of the portfolio, ranked #27.

Hofer & Associates first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hofer & Associates held 6,190 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
  • Hofer & Associates bought 195 JPMorgan Chase shares in Q2 2026, an estimated $60.6K.
  • JPMorgan Chase made up 0.98% of Hofer & Associates's portfolio in Q2 2026, its #27 holding.
  • Hofer & Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.