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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
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 		$3.79M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hohimer Wealth Management's JPM Position: Q2 2026 in Review

Hohimer Wealth Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $173K and bringing the position to 25,882 shares worth $8.47M. The position accounts for 0.85% of the portfolio, ranked #20.

Hohimer Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,146 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hohimer Wealth Management held 25,882 shares of JPMorgan Chase worth $8.47M as of Q2 2026.
  • Hohimer Wealth Management bought 558 JPMorgan Chase shares in Q2 2026, an estimated $173K.
  • JPMorgan Chase made up 0.85% of Hohimer Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Hohimer Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,146 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.