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Howard Capital Management Group’s JPMorgan Chase JPM Stock Holding History

Howard Capital Management 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 		$61.7M Sell
188,440
-1,534
-0.8% -$476K 3.77% 8
2026
Q1 		$55.9M Sell
189,974
-8,530
-4% -$2.59M 3.71% 7
2025
Q4 		$64M Sell
198,504
-6,960
-3% -$2.15M 4.04% 7
2025
Q3 		$64.8M Sell
205,464
-416
-0.2% -$124K 4.1% 7
2025
Q2 		$59.7M Sell
205,880
-2,445
-1% -$624K 4.15% 6
2025
Q1 		$51.1M Sell
208,325
-3,326
-2% -$848K 3.98% 7
2024
Q4 		$50.7M Buy
211,651
+315
+0.1% +$73.4K 3.47% 9
2024
Q3 		$44.6M Sell
211,336
-1,474
-0.7% -$310K 3.13% 9
2024
Q2 		$43M Sell
212,810
-783
-0.4% -$153K 3.17% 8
2024
Q1 		$42.8M Buy
213,593
+2,259
+1% +$408K 3.3% 8
2023
Q4 		$35.9M Buy
211,334
+2,214
+1% +$336K 3.12% 10
2023
Q3 		$30.3M Buy
209,120
+1,530
+0.7% +$229K 2.93% 11
2023
Q2 		$30.2M Sell
207,590
-544
-0.3% -$74.8K 2.81% 13
2023
Q1 		$27.1M Sell
208,134
-849
-0.4% -$116K 2.87% 12
2022
Q4 		$28M Sell
208,983
-850
-0.4% -$108K 3.36% 10
2022
Q3 		$21.9M Buy
209,833
+500
+0.2% +$57.4K 2.77% 14
2022
Q2 		$23.6M Sell
209,333
-1,765
-0.8% -$219K 2.77% 15
2022
Q1 		$28.8M Sell
211,098
-658
-0.3% -$97.1K 2.62% 11
2021
Q4 		$33.5M Sell
211,756
-1,420
-0.7% -$233K 2.77% 12
2021
Q3 		$34.9M Buy
213,176
+945
+0.4% +$148K 3.23% 10
2021
Q2 		$33M Sell
212,231
-300
-0.1% -$47.1K 3.11% 10
2021
Q1 		$32.4M Buy
+212,531
New +$30.6M 3.39% 8

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Howard Capital Management Group's JPM Position: Q2 2026 in Review

Howard Capital Management Group reduced its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, selling an estimated $476K and leaving 188,440 shares worth $61.7M. The position accounts for 3.77% of the portfolio, ranked #8.

Howard Capital Management Group first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $64.8M in Q3 2025. 2,832 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howard Capital Management Group held 188,440 shares of JPMorgan Chase worth $61.7M as of Q2 2026.
  • Howard Capital Management Group sold 1,534 JPMorgan Chase shares in Q2 2026, an estimated $476K.
  • JPMorgan Chase made up 3.77% of Howard Capital Management Group's portfolio in Q2 2026, its #8 holding.
  • Howard Capital Management Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Howard Capital Management Group's JPMorgan Chase position peaked at $64.8M in Q3 2025.
  • 2,832 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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