HFRG
JPM icon

Houlihan Financial Resource Group’s JPMorgan Chase JPM Stock Holding History

Houlihan Financial Resource Group’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
Q1 		$504K Hold
1,715
– – 0.2% 74
2025
Q4 		$526K Buy
1,715
+40
+2% +$12.4K 0.2% 72
2025
Q3 		$528K Sell
1,675
-69
-4% -$20.5K 0.46% 47
2025
Q2 		$516K Hold
1,744
– – 0.21% 71
2025
Q1 		$428K Sell
1,744
-99
-5% -$25.2K 0.19% 74
2024
Q4 		$442K Hold
1,843
– – 0.19% 75
2024
Q3 		$389K Buy
1,843
+185
+11% +$39K 0.16% 83
2024
Q2 		$335K Hold
1,658
– – 0.23% 53
2024
Q1 		$332K Sell
1,658
-10
-0.6% -$1.8K 0.15% 82
2023
Q4 		$284K Sell
1,668
-5
-0.3% -$758 0.14% 85
2023
Q3 		$234K Sell
1,673
-93,620
-98% -$14M 0.13% 88
2023
Q2 		$13.1M Buy
95,293
+93,590
+5,496% +$12.9M 0.41% 35
2023
Q1 		$222K Sell
1,703
-69
-4% -$9.45K 0.12% 86
2022
Q4 		$245K Hold
1,772
– – 0.14% 82
2022
Q3 		$227K Buy
+1,772
New +$203K 0.14% 75
2020
Q3 		$260K Buy
+2,268
New +$223K 0.15% 87
2020
Q1 		$244K Buy
2,714
+2
+0.1% +$243 0.21% 77
2019
Q4 		$378K Buy
+2,712
New +$348K 0.24% 71

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Houlihan Financial Resource Group's JPM Position: Q1 2026 in Review

Houlihan Financial Resource Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,715 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #74.

Houlihan Financial Resource Group first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. The position peaked at $13.1M in Q2 2023. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Houlihan Financial Resource Group held 1,715 shares of JPMorgan Chase worth $504K as of Q1 2026.
  • Houlihan Financial Resource Group left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.2% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #74 holding.
  • Houlihan Financial Resource Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • Houlihan Financial Resource Group's JPMorgan Chase position peaked at $13.1M in Q2 2023.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.