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 Q2	$561K	Hold	1,715	–	–	0.2%	75
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Houlihan Financial Resource Group's JPM Position: Q2 2026 in Review

Houlihan Financial Resource Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,715 shares worth $561K. The position accounts for 0.2% of the portfolio, ranked #75.

Houlihan Financial Resource Group first reported a position in JPM in Q4 2019 and has held it in 19 quarters since. The position peaked at $13.1M in Q2 2023. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Houlihan Financial Resource Group held 1,715 shares of JPMorgan Chase worth $561K as of Q2 2026.
Houlihan Financial Resource Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.2% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #75 holding.
Houlihan Financial Resource Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 19 quarters since.
Houlihan Financial Resource Group's JPMorgan Chase position peaked at $13.1M in Q2 2023.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.