Howard Financial Services’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
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
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. 5,140 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.
- 5,140 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.