Hopwood Financial Services’s JPMorgan Chase JPM Stock Holding History

Hopwood Financial Services’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	$1.02M	Sell	3,103 -325	-9%	-$101K	0.59%	30
2026 Q1	$1.01M	Sell	3,428 -525	-13%	-$159K	0.68%	27
2025 Q4	$1.27M	Sell	3,953 -72	-2%	-$22.3K	0.9%	23
2025 Q3	$1.27M	Sell	4,025 -15	-0.4%	-$4.46K	0.85%	22
2025 Q2	$1.17M	Sell	4,040 -124	-3%	-$31.6K	0.92%	20
2025 Q1	$1.02M	Buy	4,164 +3	+0.1%	+$765	0.79%	23
2024 Q4	$997K	Buy	+4,161	New	+$969K	0.76%	27

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Hopwood Financial Services's JPM Position: Q2 2026 in Review

Hopwood Financial Services reduced its JPMorgan Chase (JPM) stake by 9.5% in Q2 2026, selling an estimated $101K and leaving 3,103 shares worth $1.02M. The position accounts for 0.59% of the portfolio, ranked #30.

Hopwood Financial Services first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 2,548 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hopwood Financial Services held 3,103 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
Hopwood Financial Services sold 325 JPMorgan Chase shares in Q2 2026, an estimated $101K.
JPMorgan Chase made up 0.59% of Hopwood Financial Services's portfolio in Q2 2026, its #30 holding.
Hopwood Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's JPMorgan Chase position peaked at $1.27M in Q4 2025.
2,548 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.