Horrell Capital Management’s JPMorgan Chase JPM Stock Holding History

Horrell Capital 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	$179K	Hold	547	–	–	0.08%	67
2026 Q1	$161K	Hold	547	–	–	0.07%	66
2025 Q4	$176K	Hold	547	–	–	0.08%	66
2025 Q3	$173K	Hold	547	–	–	0.07%	70
2025 Q2	$159K	Hold	547	–	–	0.06%	68
2025 Q1	$134K	Hold	547	–	–	0.06%	70
2024 Q4	$131K	Hold	547	–	–	0.04%	96
2024 Q3	$115K	Hold	547	–	–	0.03%	101
2024 Q2	$111K	Sell	547 -1	-0.2%	-$196	0.03%	100
2024 Q1	$110K	Hold	548	–	–	0.03%	109
2023 Q4	$93K	Hold	548	–	–	0.03%	110
2023 Q3	$79K	Buy	548 +1	+0.2%	+$150	0.03%	112
2023 Q2	$80K	Hold	547	–	–	0.02%	114
2023 Q1	$71K	Hold	547	–	–	0.02%	113
2022 Q4	$73K	Hold	547	–	–	0.02%	113
2022 Q3	$57K	Sell	547 -655	-54%	-$75.2K	0.02%	117
2022 Q2	$135K	Hold	1,202	–	–	0.05%	91
2022 Q1	$164K	Sell	1,202 -70	-6%	-$10.3K	0.05%	92
2021 Q4	$201K	Sell	1,272 -125	-9%	-$20.5K	0.06%	87
2021 Q3	$229K	Sell	1,397 -100	-7%	-$15.7K	0.09%	77
2021 Q2	$233K	Hold	1,497	–	–	0.09%	76
2021 Q1	$228K	Sell	1,497 -150	-9%	-$21.6K	0.09%	73
2020 Q4	$209K	Hold	1,647	–	–	0.09%	71
2020 Q3	$159K	Hold	1,647	–	–	0.07%	71
2020 Q2	$155K	Hold	1,647	–	–	0.08%	72
2020 Q1	$148K	Hold	1,647	–	–	0.09%	71
2019 Q4	$230K	Hold	1,647	–	–	0.11%	73
2019 Q3	$194K	Hold	1,647	–	–	0.09%	82
2019 Q2	$184K	Hold	1,647	–	–	0.09%	79
2019 Q1	$167K	Hold	1,647	–	–	0.09%	81
2018 Q4	$161K	Hold	1,647	–	–	0.09%	84
2018 Q3	$186K	Hold	1,647	–	–	0.09%	80
2018 Q2	$172K	Hold	1,647	–	–	0.09%	81
2018 Q1	$181K	Hold	1,647	–	–	0.1%	79
2017 Q4	$176K	Hold	1,647	–	–	0.09%	82
2017 Q3	$157K	Hold	1,647	–	–	0.09%	84
2017 Q2	$151K	Hold	1,647	–	–	0.09%	83
2017 Q1	$145K	Buy	1,647 +78	+5%	+$6.88K	0.09%	85
2016 Q4	$135K	Hold	1,569	–	–	0.08%	87
2016 Q3	$104K	Hold	1,569	–	–	0.07%	86
2016 Q2	$97K	Hold	1,569	–	–	0.06%	87
2016 Q1	$93K	Hold	1,569	–	–	0.06%	86
2015 Q4	$104K	Hold	1,569	–	–	0.06%	86
2015 Q3	$96K	Hold	1,569	–	–	0.06%	93
2015 Q2	$106K	Hold	1,569	–	–	0.06%	99
2015 Q1	$95K	Sell	1,569 -477	-23%	-$28.2K	0.04%	148
2014 Q4	$128K	Hold	2,046	–	–	0.06%	127
2014 Q3	$123K	Hold	2,046	–	–	0.06%	127
2014 Q2	$118K	Hold	2,046	–	–	0.06%	135
2014 Q1	$124K	Hold	2,046	–	–	0.06%	131
2013 Q4	$8K	Hold	2,046	–	–	﹤0.01%	241
2013 Q3	$106K	Buy	+2,046	New	+$110K	0.06%	125

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Horrell Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 547 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #67.

Horrell Capital Management first reported a position in JPM in Q3 2013 and has held it in 52 quarters since. The position peaked at $233K in Q2 2021. 2,758 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Horrell Capital Management held 547 shares of JPMorgan Chase worth $179K as of Q2 2026.
Horrell Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.08% of Horrell Capital Management's portfolio in Q2 2026, its #67 holding.
Horrell Capital Management first reported a position in JPMorgan Chase in Q3 2013 and has held it in 52 quarters since.
Horrell Capital Management's JPMorgan Chase position peaked at $233K in Q2 2021.
2,758 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horrell Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.