HPM
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Hoxton Planning & Management’s JPMorgan Chase JPM Stock Holding History

Hoxton Planning & Management’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 		$1.28M Buy
3,897
+57
+1% +$17.7K 0.33% 61
2026
Q1 		$1.13M Sell
3,840
-99
-3% -$30K 0.34% 59
2025
Q4 		$1.27M Buy
3,939
+71
+2% +$22K 0.38% 51
2025
Q3 		$1.22M Sell
3,868
-11
-0.3% -$3.27K 0.39% 50
2025
Q2 		$1.12M Buy
3,879
+3
+0.1% +$766 0.39% 51
2025
Q1 		$951K Buy
3,876
+241
+7% +$61.4K 0.36% 58
2024
Q4 		$871K Buy
3,635
+6
+0.2% +$1.4K 0.33% 62
2024
Q3 		$765K Buy
3,629
+659
+22% +$139K 0.3% 64
2024
Q2 		$601K Sell
2,970
-13
-0.4% -$2.54K 0.28% 68
2024
Q1 		$597K Sell
2,983
-132
-4% -$23.8K 0.29% 65
2023
Q4 		$530K Sell
3,115
-153
-5% -$23.2K 0.28% 66
2023
Q3 		$474K Sell
3,268
-174
-5% -$26.1K 0.31% 67
2023
Q2 		$501K Buy
3,442
+183
+6% +$25.2K 0.31% 65
2023
Q1 		$425K Sell
3,259
-76
-2% -$10.4K 0.23% 86
2022
Q4 		$447K Buy
+3,335
New +$423K 0.24% 86

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Hoxton Planning & Management's JPM Position: Q2 2026 in Review

Hoxton Planning & Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,897 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #61.

Hoxton Planning & Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hoxton Planning & Management held 3,897 shares of JPMorgan Chase worth $1.28M as of Q2 2026.
  • Hoxton Planning & Management bought 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Chase made up 0.33% of Hoxton Planning & Management's portfolio in Q2 2026, its #61 holding.
  • Hoxton Planning & Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.