HTG Investment Advisors’s JPMorgan Chase JPM Stock Holding History

HTG Investment Advisors’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 Q1	$486K	Sell	1,653 -105	-6%	-$31.9K	0.14%	54
2025 Q4	$566K	Hold	1,758	–	–	0.17%	45
2025 Q3	$555K	Sell	1,758 -1,372	-44%	-$408K	0.19%	47
2025 Q2	$907K	Sell	3,130 -118	-4%	-$30.1K	0.34%	33
2025 Q1	$797K	Sell	3,248 -75	-2%	-$19.1K	0.33%	33
2024 Q4	$797K	Sell	3,323 -88	-3%	-$20.5K	0.36%	32
2024 Q3	$719K	Sell	3,411 -26	-0.8%	-$5.48K	0.34%	35
2024 Q2	$695K	Buy	3,437 +34	+1%	+$6.65K	0.37%	35
2024 Q1	$682K	Sell	3,403 -213	-6%	-$38.4K	0.4%	35
2023 Q4	$615K	Hold	3,616	–	–	0.4%	33
2023 Q3	$524K	Buy	3,616 +51	+1%	+$7.64K	0.42%	32
2023 Q2	$518K	Buy	3,565 +100	+3%	+$13.8K	0.43%	33
2023 Q1	$452K	Sell	3,465 -21	-0.6%	-$2.88K	0.41%	33
2022 Q4	$467K	Buy	+3,486	New	+$442K	0.47%	31

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HTG Investment Advisors's JPM Position: Q1 2026 in Review

HTG Investment Advisors reduced its JPMorgan Chase (JPM) stake by 6% in Q1 2026, selling an estimated $31.9K and leaving 1,653 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #54.

HTG Investment Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $907K in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

HTG Investment Advisors held 1,653 shares of JPMorgan Chase worth $486K as of Q1 2026.
HTG Investment Advisors sold 105 JPMorgan Chase shares in Q1 2026, an estimated $31.9K.
JPMorgan Chase made up 0.14% of HTG Investment Advisors's portfolio in Q1 2026, its #54 holding.
HTG Investment Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's JPMorgan Chase position peaked at $907K in Q2 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.