Hollencrest Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$131K Hold
400
0.01% 381
2026
Q1
$118K Sell
400
-400
-50% -$121K ﹤0.01% 394
2025
Q4
$258K Buy
+800
New +$248K 0.01% 292
2024
Q3
Sell
-100
Closed -$20.2K 1138
2024
Q2
$20.2K Buy
+100
New +$19.6K ﹤0.01% 670

Other funds holding JPM

Hollencrest Capital Management's JPM Position: Q2 2026 in Review

Hollencrest Capital Management reduced its JPMorgan Chase (JPM) stake by 77% in Q2 2026, selling an estimated $15M and leaving 14,463 shares worth $4.73M. The position accounts for 0.31% of the portfolio, ranked #54.

Hollencrest Capital Management first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $22M in Q3 2025. 5,121 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hollencrest Capital Management held 14,463 shares of JPMorgan Chase worth $4.73M as of Q2 2026.
  • Hollencrest Capital Management sold 48,303 JPMorgan Chase shares in Q2 2026, an estimated $15M.
  • JPMorgan Chase made up 0.31% of Hollencrest Capital Management's portfolio in Q2 2026, its #54 holding.
  • Hollencrest Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Hollencrest Capital Management's JPMorgan Chase position peaked at $22M in Q3 2025.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.