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	$491K	Sell	1,500 -400	-21%	-$124K	0.01%	722
2026 Q1	$559K	Buy	1,900 +1,800	+1,800%	+$546K	0.01%	523
2025 Q4	$32.2K	Buy	+100	New	+$31K	﹤0.01%	942
2024 Q2	–	Sell	-100	Closed	-$20K	–	523
2024 Q1	$20K	Hold	100	–	–	﹤0.01%	481
2023 Q4	$20.1K	Hold	100	–	–	﹤0.01%	407
2023 Q3	$14.5K	Hold	100	–	–	﹤0.01%	265
2023 Q2	$14.5K	Hold	100	–	–	﹤0.01%	257
2023 Q1	$13K	Sell	100 -9,900	-99%	-$1.36M	﹤0.01%	224
2022 Q4	$1.34M	Buy	+10,000	New	+$1.27M	0.29%	51
2022 Q1	–	Sell	-4,700	Closed	-$47K	–	200
2021 Q4	$47K	Buy	+4,700	New	+$772K	0.01%	201

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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. 2,568 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.
2,568 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.