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Howard Financial Services’s JPMorgan Chase JPM Stock Holding History

Howard Financial Services’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 		$2.52M Buy
7,710
+551
+8% +$171K 0.25% 48
2026
Q1 		$2.11M Buy
7,159
+918
+15% +$279K 0.24% 48
2025
Q4 		$2.01M Buy
6,241
+103
+2% +$31.9K 0.24% 50
2025
Q3 		$1.94M Buy
6,138
+74
+1% +$22K 0.24% 48
2025
Q2 		$1.76M Sell
6,064
-2,189
-27% -$559K 0.23% 46
2025
Q1 		$2.02M Sell
8,253
-577
-7% -$147K 0.28% 44
2024
Q4 		$2.12M Buy
8,830
+3,373
+62% +$786K 0.29% 46
2024
Q3 		$1.15M Sell
5,457
-14
-0.3% -$2.95K 0.17% 53
2024
Q2 		$1.11M Sell
5,471
-544
-9% -$106K 0.18% 53
2024
Q1 		$1.2M Buy
6,015
+120
+2% +$21.7K 0.21% 51
2023
Q4 		$1M Buy
5,895
+70
+1% +$10.6K 0.19% 56
2023
Q3 		$845K Buy
5,825
+829
+17% +$124K 0.19% 57
2023
Q2 		$727K Buy
4,996
+298
+6% +$41K 0.17% 61
2023
Q1 		$612K Buy
4,698
+362
+8% +$49.6K 0.15% 60
2022
Q4 		$581K Buy
4,336
+809
+23% +$103K 0.15% 61
2022
Q3 		$369K Buy
3,527
+2
+0.1% +$230 0.12% 77
2022
Q2 		$397K Buy
3,525
+34
+1% +$4.21K 0.13% 70
2022
Q1 		$476K Sell
3,491
-5,282
-60% -$780K 0.14% 65
2021
Q4 		$1.39M Sell
8,773
-230
-3% -$37.8K 0.42% 29
2021
Q3 		$1.47M Buy
9,003
+692
+8% +$108K 0.55% 23
2021
Q2 		$1.29M Buy
8,311
+51
+0.6% +$8.01K 0.51% 25
2021
Q1 		$1.26M Sell
8,260
-417
-5% -$60K 0.56% 24
2020
Q4 		$1.1M Buy
8,677
+606
+8% +$67.7K 0.58% 26
2020
Q3 		$777K Buy
8,071
+95
+1% +$9.33K 0.5% 29
2020
Q2 		$750K Buy
7,976
+332
+4% +$31.5K 0.53% 28
2020
Q1 		$688K Sell
7,644
-1,276
-14% -$155K 0.61% 27
2019
Q4 		$1.24M Buy
8,920
+1,091
+14% +$140K 0.76% 25
2019
Q3 		$921K Buy
7,829
+18
+0.2% +$2.04K 0.61% 34
2019
Q2 		$873K Buy
7,811
+121
+2% +$13.3K 0.6% 35
2019
Q1 		$778K Sell
7,690
-423
-5% -$43.6K 0.55% 38
2018
Q4 		$792K Buy
+8,113
New +$864K 0.61% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Howard Financial Services's JPM Position: Q2 2026 in Review

Howard Financial Services increased its JPMorgan Chase (JPM) stake by 7.7% in Q2 2026, buying an estimated $171K and bringing the position to 7,710 shares worth $2.52M. The position accounts for 0.25% of the portfolio, ranked #48.

Howard Financial Services first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 1,978 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Howard Financial Services held 7,710 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
  • Howard Financial Services bought 551 JPMorgan Chase shares in Q2 2026, an estimated $171K.
  • JPMorgan Chase made up 0.25% of Howard Financial Services's portfolio in Q2 2026, its #48 holding.
  • Howard Financial Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 1,978 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.