Hoya Capital Real Estate’s JPMorgan Chase JPM Stock Holding History

Hoya Capital Real Estate’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	$298K	Hold	910	–	–	4.38%	7
2026 Q1	$268K	Hold	910	–	–	4.83%	7
2025 Q4	$293K	Hold	910	–	–	4.74%	6
2025 Q3	$287K	Hold	910	–	–	4.77%	5
2025 Q2	$264K	Hold	910	–	–	5.01%	5
2025 Q1	$223K	Hold	910	–	–	4.36%	7
2024 Q4	$218K	Buy	+910	New	+$212K	4.12%	8

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hoya Capital Real Estate's JPM Position: Q2 2026 in Review

Hoya Capital Real Estate held its JPMorgan Chase (JPM) position steady in Q2 2026 at 910 shares worth $298K. The position accounts for 4.38% of the portfolio, ranked #7.

Hoya Capital Real Estate first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hoya Capital Real Estate held 910 shares of JPMorgan Chase worth $298K as of Q2 2026.
Hoya Capital Real Estate left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 4.38% of Hoya Capital Real Estate's portfolio in Q2 2026, its #7 holding.
Hoya Capital Real Estate first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hoya Capital Real Estate's 13F filing for Q2 2026, filed 10 Aug 2026.