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 Q2	$514K	Sell	1,570 -83	-5%	-$25.8K	0.13%	56
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 $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

HTG Investment Advisors's JPM Position: Q2 2026 in Review

HTG Investment Advisors reduced its JPMorgan Chase (JPM) stake by 5% in Q2 2026, selling an estimated $25.8K and leaving 1,570 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #56.

HTG Investment Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $907K in Q2 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HTG Investment Advisors held 1,570 shares of JPMorgan Chase worth $514K as of Q2 2026.
HTG Investment Advisors sold 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
JPMorgan Chase made up 0.13% of HTG Investment Advisors's portfolio in Q2 2026, its #56 holding.
HTG Investment Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
HTG Investment Advisors's JPMorgan Chase position peaked at $907K in Q2 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.