HWM
JPM icon

Hohimer Wealth Management’s JPMorgan Chase JPM Stock Holding History

Hohimer Wealth 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 		$7.45M Buy
25,324
+4,194
+20% +$1.27M 0.88% 20
2025
Q4 		$6.81M Buy
21,130
+106
+0.5% +$32.8K 0.92% 21
2025
Q3 		$6.63M Sell
21,024
-2,257
-10% -$671K 0.93% 14
2025
Q2 		$6.75M Sell
23,281
-407
-2% -$104K 1.2% 14
2025
Q1 		$5.81M Buy
23,688
+15,065
+175% +$3.84M 1.13% 17
2024
Q4 		$2.07M Buy
8,623
+2,886
+50% +$672K 0.39% 80
2024
Q3 		$1.21M Buy
5,737
+258
+5% +$54.3K 0.26% 99
2024
Q2 		$1.11M Sell
5,479
-34,249
-86% -$6.7M 0.26% 104
2024
Q1 		$7.96M Buy
39,728
+1,226
+3% +$221K 1.86% 4
2023
Q4 		$6.55M Sell
38,502
-891
-2% -$135K 1.66% 7
2023
Q3 		$5.71M Sell
39,393
-697
-2% -$104K 1.63% 8
2023
Q2 		$5.83M Sell
40,090
-1,325
-3% -$182K 1.61% 6
2023
Q1 		$5.4M Buy
41,415
+1,374
+3% +$188K 1.56% 7
2022
Q4 		$5.37M Sell
40,041
-2,087
-5% -$264K 1.71% 8
2022
Q3 		$4.4M Buy
42,128
+8,430
+25% +$967K 1.41% 11
2022
Q2 		$3.79M Sell
33,698
-7,234
-18% -$896K 1.12% 16
2022
Q1 		$5.58M Buy
40,932
+1,131
+3% +$167K 1.1% 21
2021
Q4 		$6.3M Sell
39,801
-1,971
-5% -$324K 1.33% 15
2021
Q3 		$6.84M Sell
41,772
-1,032
-2% -$162K 1.43% 12
2021
Q2 		$6.66M Buy
42,804
+1,855
+5% +$291K 1.36% 13
2021
Q1 		$6.23M Buy
40,949
+588
+1% +$84.6K 1.52% 10
2020
Q4 		$5.13M Sell
40,361
-10,904
-21% -$1.22M 1.36% 10
2020
Q3 		$5.12M Buy
51,265
+16,699
+48% +$1.64M 1.46% 7
2020
Q2 		$3.25M Buy
34,566
+7,111
+26% +$675K 1.12% 15
2020
Q1 		$2.6M Buy
27,455
+14,528
+112% +$1.77M 1.1% 23
2019
Q4 		$1.8M Buy
+12,927
New +$1.66M 0.63% 62

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

Hohimer Wealth Management's JPM Position: Q1 2026 in Review

Hohimer Wealth Management increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $1.27M and bringing the position to 25,324 shares worth $7.45M. The position accounts for 0.88% of the portfolio, ranked #20.

Hohimer Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.96M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hohimer Wealth Management held 25,324 shares of JPMorgan Chase worth $7.45M as of Q1 2026.
  • Hohimer Wealth Management bought 4,194 JPMorgan Chase shares in Q1 2026, an estimated $1.27M.
  • JPMorgan Chase made up 0.88% of Hohimer Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Hohimer Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's JPMorgan Chase position peaked at $7.96M in Q1 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.