HRC Wealth Management
JPM icon

HRC Wealth Management’s JPMorgan Chase JPM Stock Holding History

HRC Wealth 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
Q3 		$445K Buy
1,344
+337
+33% +$118K 0.18% 42
2026
Q2 		$330K Buy
1,007
+11
+1% +$3.42K 0.13% 46
2026
Q1 		$293K Sell
996
-16
-2% -$4.86K 0.14% 48
2025
Q4 		$326K Buy
1,012
+25
+3% +$7.74K 0.16% 45
2025
Q3 		$311K Hold
987
– – 0.15% 43
2025
Q2 		$286K Buy
987
+1
+0.1% +$255 0.15% 45
2025
Q1 		$242K Buy
986
+28
+3% +$7.14K 0.15% 45
2024
Q4 		$230K Buy
+958
New +$223K 0.14% 48

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

HRC Wealth Management's JPM Position: Q3 2026 in Review

HRC Wealth Management increased its JPMorgan Chase (JPM) stake by 33% in Q3 2026, buying an estimated $118K and bringing the position to 1,344 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #42.

HRC Wealth Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 3,272 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • HRC Wealth Management held 1,344 shares of JPMorgan Chase worth $445K as of Q3 2026.
  • HRC Wealth Management bought 337 JPMorgan Chase shares in Q3 2026, an estimated $118K.
  • JPMorgan Chase made up 0.18% of HRC Wealth Management's portfolio in Q3 2026, its #42 holding.
  • HRC Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 3,272 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.