Hourglass Capital’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
Q1 | – | Sell |
-2,906
| Closed | -$936K | – | 147 |
|
|
2025
Q4 | $936K | Sell |
2,906
-600
| -17% | -$186K | 0.2% | 83 |
|
|
2025
Q3 | $1.11M | Hold |
3,506
| – | – | 0.25% | 80 |
|
|
2025
Q2 | $1.02M | Hold |
3,506
| – | – | 0.25% | 76 |
|
|
2025
Q1 | $860K | Sell |
3,506
-229
| -6% | -$58.4K | 0.23% | 77 |
|
|
2024
Q4 | $895K | Hold |
3,735
| – | – | 0.25% | 75 |
|
|
2024
Q3 | $788K | Hold |
3,735
| – | – | 0.22% | 72 |
|
|
2024
Q2 | $755K | Buy |
3,735
+25
| +0.7% | +$4.89K | 0.22% | 70 |
|
|
2024
Q1 | $743K | Buy |
3,710
+97
| +3% | +$17.5K | 0.22% | 67 |
|
|
2023
Q4 | $615K | Hold |
3,613
| – | – | 0.2% | 69 |
|
|
2023
Q3 | $524K | Sell |
3,613
-100
| -3% | -$15K | 0.18% | 70 |
|
|
2023
Q2 | $540K | Hold |
3,713
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $484K | Hold |
3,713
| – | – | 0.17% | 71 |
|
|
2022
Q4 | $498K | Hold |
3,713
| – | – | 0.18% | 73 |
|
|
2022
Q3 | $388K | Hold |
3,713
| – | – | 0.15% | 80 |
|
|
2022
Q2 | $418K | Buy |
3,713
+589
| +19% | +$73K | 0.15% | 80 |
|
|
2022
Q1 | $426K | Hold |
3,124
| – | – | 0.13% | 82 |
|
|
2021
Q4 | $495K | Buy |
3,124
+125
| +4% | +$20.5K | 0.17% | 79 |
|
|
2021
Q3 | $491K | Buy |
2,999
+10
| +0.3% | +$1.57K | 0.13% | 83 |
|
|
2021
Q2 | $465K | Hold |
2,989
| – | – | 0.11% | 102 |
|
|
2021
Q1 | $455K | Hold |
2,989
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $380K | Hold |
2,989
| – | – | 0.11% | 102 |
|
|
2020
Q3 | $288K | Hold |
2,989
| – | – | 0.1% | 104 |
|
|
2020
Q2 | $281K | Hold |
2,989
| – | – | 0.1% | 103 |
|
|
2020
Q1 | $269K | Hold |
2,989
| – | – | 0.11% | 95 |
|
|
2019
Q4 | $417K | Sell |
2,989
-10
| -0.3% | -$1.28K | 0.11% | 83 |
|
|
2019
Q3 | $353K | Buy |
2,999
+20
| +0.7% | +$2.26K | 0.1% | 84 |
|
|
2019
Q2 | $333K | Hold |
2,979
| – | – | 0.09% | 81 |
|
|
2019
Q1 | $302K | Buy |
+2,979
| New | +$307K | 0.09% | 84 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$226K | – | 121 |
|
|
2018
Q3 | $226K | Hold |
2,000
| – | – | 0.06% | 116 |
|
|
2018
Q2 | $208K | Hold |
2,000
| – | – | 0.05% | 113 |
|
|
2018
Q1 | $220K | Hold |
2,000
| – | – | 0.05% | 107 |
|
|
2017
Q4 | $214K | Buy |
+2,000
| New | +$203K | 0.05% | 109 |
|
|
2017
Q3 | – | Sell |
-3,200
| Closed | -$292K | – | 105 |
|
|
2017
Q2 | $292K | Hold |
3,200
| – | – | 0.07% | 90 |
|
|
2017
Q1 | $281K | Hold |
3,200
| – | – | 0.07% | 92 |
|
|
2016
Q4 | $276K | Buy |
+3,200
| New | +$244K | 0.07% | 90 |
|
Other funds holding JPM
VCM
VPM
Hourglass Capital's JPM Position: Q1 2026 in Review
Hourglass Capital sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,906 shares — an estimated $936K sold.
Hourglass Capital first reported a position in JPM in Q4 2016 and held it in 35 quarters. The position peaked at $1.11M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Hourglass Capital reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
- Hourglass Capital sold 2,906 JPMorgan Chase shares in Q1 2026, an estimated $936K.
- Hourglass Capital first reported a position in JPMorgan Chase in Q4 2016 and held it in 35 quarters.
- Hourglass Capital's JPMorgan Chase position peaked at $1.11M in Q3 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Hourglass Capital's 13F filing for Q1 2026, filed 4 May 2026.