Hubbell Strickland Wealth Management’s JPMorgan Chase JPM Stock Holding History

Hubbell Strickland 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 Q2	$427K	Buy	1,306 +115	+10%	+$35.7K	0.15%	58
2026 Q1	$350K	Buy	1,191 +3	+0.3%	+$910	0.14%	61
2025 Q4	$383K	Buy	1,188 +2	+0.2%	+$619	0.15%	56
2025 Q3	$374K	Buy	1,186 +2	+0.2%	+$595	0.15%	56
2025 Q2	$343K	Buy	1,184 +4	+0.3%	+$1.02K	0.15%	58
2025 Q1	$289K	Sell	1,180 -61	-5%	-$15.6K	0.14%	60
2024 Q4	$298K	Buy	1,241 +3	+0.2%	+$699	0.14%	58
2024 Q3	$261K	Buy	1,238 +3	+0.2%	+$632	0.12%	61
2024 Q2	$250K	Sell	1,235 -2	-0.2%	-$391	0.13%	62
2024 Q1	$248K	Sell	1,237 -9	-0.7%	-$1.62K	0.13%	63
2023 Q4	$212K	Buy	+1,246	New	+$189K	0.12%	70
2021 Q2	–	Sell	-1,327	Closed	-$202K	–	69
2021 Q1	$202K	Buy	+1,327	New	+$191K	0.13%	62

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Hubbell Strickland Wealth Management's JPM Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,306 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #58.

Hubbell Strickland Wealth Management first reported a position in JPM in Q1 2021 and has held it in 12 quarters since. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hubbell Strickland Wealth Management held 1,306 shares of JPMorgan Chase worth $427K as of Q2 2026.
Hubbell Strickland Wealth Management bought 115 JPMorgan Chase shares in Q2 2026, an estimated $35.7K.
JPMorgan Chase made up 0.15% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #58 holding.
Hubbell Strickland Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 12 quarters since.
2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.