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Hudock Inc’s JPMorgan Chase JPM Stock Holding History

Hudock Inc’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 		$6.79M Sell
20,732
-1,262
-6% -$392K 0.87% 24
2026
Q1 		$6.47M Buy
21,994
+175
+0.8% +$53.1K 0.95% 23
2025
Q4 		$7.03M Buy
21,819
+35
+0.2% +$10.8K 1.04% 23
2025
Q3 		$6.87M Sell
21,784
-24
-0.1% -$7.14K 1.04% 23
2025
Q2 		$6.32M Buy
21,808
+31
+0.1% +$7.91K 1.02% 22
2025
Q1 		$5.34M Sell
21,777
-252
-1% -$64.2K 0.93% 22
2024
Q4 		$5.28M Sell
22,029
-568
-3% -$132K 0.92% 22
2024
Q3 		$4.76M Sell
22,597
-116
-0.5% -$24.4K 0.82% 24
2024
Q2 		$4.59M Buy
22,713
+23
+0.1% +$4.5K 0.86% 24
2024
Q1 		$4.54M Sell
22,690
-5,423
-19% -$979K 1% 20
2023
Q4 		$4.78M Sell
28,113
-1,201
-4% -$182K 1.03% 17
2023
Q3 		$4.25M Sell
29,314
-344
-1% -$51.6K 1.01% 17
2023
Q2 		$4.31M Sell
29,658
-8
-0% -$1.1K 1.02% 17
2023
Q1 		$3.87M Buy
29,666
+4,805
+19% +$658K 0.95% 17
2022
Q4 		$3.33M Sell
24,861
-1,432
-5% -$181K 1.14% 16
2022
Q3 		$2.75M Sell
26,293
-698
-3% -$80.1K 0.93% 22
2022
Q2 		$3.04M Sell
26,991
-647
-2% -$80.2K 1.02% 17
2022
Q1 		$3.77M Sell
27,638
-172
-0.6% -$25.4K 1.05% 16
2021
Q4 		$4.4M Sell
27,810
-306
-1% -$50.3K 1.24% 17
2021
Q3 		$4.6M Buy
28,116
+172
+0.6% +$27K 1.39% 16
2021
Q2 		$4.35M Buy
27,944
+462
+2% +$72.6K 1.29% 14
2021
Q1 		$4.18M Sell
27,482
-5,462
-17% -$786K 1.31% 14
2020
Q4 		$4.19M Buy
32,944
+1,405
+4% +$157K 1.36% 14
2020
Q3 		$3.04M Buy
31,539
+6,669
+27% +$655K 1.12% 16
2020
Q2 		$2.34M Buy
24,870
+97
+0.4% +$9.2K 0.85% 22
2020
Q1 		$2.23M Sell
24,773
-7,697
-24% -$935K 0.88% 22
2019
Q4 		$4.58M Sell
32,470
-1,014
-3% -$130K 1.52% 16
2019
Q3 		$3.94M Buy
33,484
+807
+2% +$91.3K 1.4% 16
2019
Q2 		$3.65M Sell
32,677
-202
-0.6% -$22.3K 1.32% 17
2019
Q1 		$3.33M Buy
32,879
+11,810
+56% +$1.22M 1.2% 19
2018
Q4 		$2.04M Buy
21,069
+3,097
+17% +$330K 0.85% 30
2018
Q3 		$2.03M Sell
17,972
-22
-0.1% -$2.5K 0.79% 34
2018
Q2 		$1.88M Buy
17,994
+193
+1% +$21.2K 0.75% 31
2018
Q1 		$1.96M Buy
17,801
+19
+0.1% +$2.15K 0.81% 28
2017
Q4 		$1.9M Buy
17,782
+88
+0.5% +$8.91K 0.83% 23
2017
Q3 		$1.69M Sell
17,694
-29
-0.2% -$2.67K 0.79% 23
2017
Q2 		$1.62M Sell
17,723
-1,194
-6% -$103K 0.84% 23
2017
Q1 		$1.66M Sell
18,917
-1,771
-9% -$156K 0.89% 19
2016
Q4 		$1.78M Sell
20,688
-1,065
-5% -$81.2K 1.01% 19
2016
Q3 		$1.45M Buy
21,753
+11,466
+111% +$748K 0.82% 19
2016
Q2 		$639K Buy
10,287
+707
+7% +$44.2K 0.35% 43
2016
Q1 		$567K Buy
9,580
+1,445
+18% +$84.4K 0.31% 43
2015
Q4 		$537K Buy
8,135
+24
+0.3% +$1.56K 0.24% 46
2015
Q3 		$494K Buy
8,111
+8
+0.1% +$524 0.23% 47
2015
Q2 		$549K Sell
8,103
-253
-3% -$16.5K 0.25% 47
2015
Q1 		$506K Sell
8,356
-348
-4% -$20.6K 0.22% 52
2014
Q4 		$545K Sell
8,704
-984
-10% -$59.2K 0.25% 47
2014
Q3 		$584K Buy
9,688
+10
+0.1% +$585 0.36% 50
2014
Q2 		$558K Sell
9,678
-65
-0.7% -$3.65K 0.64% 34
2014
Q1 		$592K Sell
9,743
-16
-0.2% -$925 0.49% 28
2013
Q4 		$571K Buy
9,759
+2,345
+32% +$128K 0.48% 31
2013
Q3 		$383K Buy
7,414
+10
+0.1% +$536 0.37% 44
2013
Q2 		$391K Buy
+7,404
New +$376K 0.58% 40

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 22.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Hudock Inc's JPM Position: Q2 2026 in Review

Hudock Inc reduced its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, selling an estimated $392K and leaving 20,732 shares worth $6.79M. The position accounts for 0.87% of the portfolio, ranked #24.

Hudock Inc first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.03M in Q4 2025. 3,053 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hudock Inc held 20,732 shares of JPMorgan Chase worth $6.79M as of Q2 2026.
  • Hudock Inc sold 1,262 JPMorgan Chase shares in Q2 2026, an estimated $392K.
  • JPMorgan Chase made up 0.87% of Hudock Inc's portfolio in Q2 2026, its #24 holding.
  • Hudock Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Hudock Inc's JPMorgan Chase position peaked at $7.03M in Q4 2025.
  • 3,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hudock Inc's 13F filing for Q2 2026, filed 31 Jul 2026.