Hohimer Wealth Management
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
Q3 		$8.55M Sell
25,830
-52
-0.2% -$18.2K 0.83% 16
2026
Q2 		$8.47M Buy
25,882
+558
+2% +$173K 0.85% 20
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 		$3.8M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hohimer Wealth Management's JPM Position: Q3 2026 in Review

Hohimer Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.2% in Q3 2026, selling an estimated $18.2K and leaving 25,830 shares worth $8.55M. The position accounts for 0.83% of the portfolio, ranked #16.

Hohimer Wealth Management first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hohimer Wealth Management held 25,830 shares of JPMorgan Chase worth $8.55M as of Q3 2026.
  • Hohimer Wealth Management sold 52 JPMorgan Chase shares in Q3 2026, an estimated $18.2K.
  • JPMorgan Chase made up 0.83% of Hohimer Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Hohimer Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.