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HUB Investment Partners’s JPMorgan Chase JPM Stock Holding History

HUB Investment Partners’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 		$54.6M Buy
166,772
+8,333
+5% +$2.59M 0.98% 13
2026
Q1 		$46.6M Buy
158,439
+1,989
+1% +$604K 1.11% 12
2025
Q4 		$50.4M Buy
156,450
+2,412
+2% +$747K 1.31% 10
2025
Q3 		$48.6M Sell
154,038
-196
-0.1% -$58.3K 1.62% 7
2025
Q2 		$44.7M Sell
154,234
-669
-0.4% -$171K 1.49% 10
2025
Q1 		$38M Buy
154,903
+13,370
+9% +$3.41M 1.51% 9
2024
Q4 		$33.9M Buy
141,533
+8,811
+7% +$2.05M 1.42% 9
2024
Q3 		$28M Buy
132,722
+2,703
+2% +$569K 1.22% 13
2024
Q2 		$26.3M Buy
130,019
+4,857
+4% +$950K 1% 13
2024
Q1 		$25.1M Buy
125,162
+18,725
+18% +$3.38M 1.37% 11
2023
Q4 		$18.1M Buy
106,437
+77,506
+268% +$11.7M 1.24% 15
2023
Q3 		$4.2M Buy
28,931
+3,657
+14% +$548K 0.63% 41
2023
Q2 		$3.68M Buy
25,274
+2,175
+9% +$299K 0.61% 40
2023
Q1 		$3.01M Buy
23,099
+1,901
+9% +$260K 0.62% 41
2022
Q4 		$2.84M Buy
21,198
+777
+4% +$98.5K 0.62% 38
2022
Q3 		$2.13M Buy
20,421
+479
+2% +$55K 0.64% 43
2022
Q2 		$2.25M Buy
19,942
+1,921
+11% +$238K 0.7% 40
2022
Q1 		$2.46M Sell
18,021
-1,909
-10% -$282K 0.58% 43
2021
Q4 		$3.16M Sell
19,930
-3,274
-14% -$538K 0.73% 30
2021
Q3 		$3.8M Buy
23,204
+101
+0.4% +$15.8K 0.9% 25
2021
Q2 		$3.59M Sell
23,103
-2,397
-9% -$376K 0.96% 24
2021
Q1 		$3.88M Buy
25,500
+4,288
+20% +$617K 1.15% 19
2020
Q4 		$2.04M Buy
+21,212
New +$2.37M 0.93% 29

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HUB Investment Partners's JPM Position: Q2 2026 in Review

HUB Investment Partners increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $2.59M and bringing the position to 166,772 shares worth $54.6M. The position accounts for 0.98% of the portfolio, ranked #13.

HUB Investment Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • HUB Investment Partners held 166,772 shares of JPMorgan Chase worth $54.6M as of Q2 2026.
  • HUB Investment Partners bought 8,333 JPMorgan Chase shares in Q2 2026, an estimated $2.59M.
  • JPMorgan Chase made up 0.98% of HUB Investment Partners's portfolio in Q2 2026, its #13 holding.
  • HUB Investment Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.