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Hudson Edge Investment Partners’s JPMorgan Chase JPM Stock Holding History

Hudson Edge 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 		$7.61M Sell
23,260
-4,628
-17% -$1.44M 1.04% 25
2026
Q1 		$8.2M Sell
27,888
-542
-2% -$164K 1.2% 14
2025
Q4 		$9.16M Sell
28,430
-2,059
-7% -$637K 1.36% 8
2025
Q3 		$9.62M Sell
30,489
-3
-0% -$892 1.56% 7
2025
Q2 		$8.84M Buy
30,492
+685
+2% +$175K 1.51% 7
2025
Q1 		$7.31M Sell
29,807
-13,609
-31% -$3.47M 1.49% 7
2024
Q4 		$10.4M Buy
43,416
+595
+1% +$139K 1.92% 5
2024
Q3 		$9.03M Sell
42,821
-7,840
-15% -$1.65M 1.67% 5
2024
Q2 		$10.2M Sell
50,661
-1,625
-3% -$318K 1.98% 5
2024
Q1 		$10.5M Buy
52,286
+840
+2% +$152K 2.04% 4
2023
Q4 		$8.75M Sell
51,446
-1,148
-2% -$174K 2.03% 4
2023
Q3 		$7.63M Sell
52,594
-4,357
-8% -$653K 2.49% 1
2023
Q2 		$8.28M Sell
56,951
-4,316
-7% -$594K 2.63% 1
2023
Q1 		$7.98M Buy
61,267
+8,333
+16% +$1.14M 2.48% 1
2022
Q4 		$7.1M Buy
52,934
+225
+0.4% +$28.5K 2.42% 1
2022
Q3 		$5.51M Buy
52,709
+4,516
+9% +$518K 2.05% 2
2022
Q2 		$5.43M Sell
48,193
-1,360
-3% -$169K 1.98% 5
2022
Q1 		$6.75M Buy
49,553
+3,570
+8% +$527K 2.13% 3
2021
Q4 		$7.28M Buy
45,983
+184
+0.4% +$30.2K 2.26% 2
2021
Q3 		$7.5M Buy
45,799
+259
+0.6% +$40.6K 2.46% 1
2021
Q2 		$7.08M Sell
45,540
-1,165
-2% -$183K 2.26% 1
2021
Q1 		$7.11M Sell
46,705
-7,628
-14% -$1.1M 2.35% 1
2020
Q4 		$6.9M Hold
54,333
– – 2.46% 1
2020
Q3 		$5.23M Sell
54,333
-16,602
-23% -$1.63M 2.1% 2
2020
Q2 		$6.67M Buy
70,935
+8,153
+13% +$774K 2.15% 4
2020
Q1 		$5.65M Buy
62,782
+2,384
+4% +$290K 2.15% 10
2019
Q4 		$8.42M Sell
60,398
-3,660
-6% -$469K 2.21% 1
2019
Q3 		$7.54M Sell
64,058
-460
-0.7% -$52K 2.12% 3
2019
Q2 		$7.21M Sell
64,518
-1,142
-2% -$126K 2.1% 5
2019
Q1 		$6.65M Sell
65,660
-2,477
-4% -$255K 2% 12
2018
Q4 		$6.65M Buy
68,137
+56,032
+463% +$5.97M 2.06% 13
2018
Q3 		$1.37M Sell
12,105
-20
-0.2% -$2.27K 0.24% 54
2018
Q2 		$1.26M Sell
12,125
-117
-1% -$12.8K 0.24% 55
2018
Q1 		$1.35M Sell
12,242
-163
-1% -$18.5K 0.2% 50
2017
Q4 		$1.33M Sell
12,405
-390
-3% -$39.5K 0.18% 55
2017
Q3 		$1.22M Sell
12,795
-50
-0.4% -$4.61K 0.17% 54
2017
Q2 		$1.17M Hold
12,845
– – 0.16% 53
2017
Q1 		$1.13M Buy
12,845
+570
+5% +$50.3K 0.15% 55
2016
Q4 		$1.06M Sell
12,275
-142,043
-92% -$10.8M 0.14% 56
2016
Q3 		$10.3M Sell
154,318
-31,199
-17% -$2.03M 1.54% 43
2016
Q2 		$11.5M Sell
185,517
-14,100
-7% -$881K 1.72% 33
2016
Q1 		$11.8M Sell
199,617
-55,283
-22% -$3.23M 1.17% 42
2015
Q4 		$16.8M Sell
254,900
-346,520
-58% -$22.6M 1.63% 24
2015
Q3 		$36.7M Sell
601,420
-81,802
-12% -$5.36M 1.98% 22
2015
Q2 		$46.3M Sell
683,222
-354,365
-34% -$23.1M 1.95% 19
2015
Q1 		$62.9M Sell
1,037,587
-84,113
-7% -$4.98M 2.59% 1
2014
Q4 		$70.2M Sell
1,121,700
-23,863
-2% -$1.44M 2.55% 2
2014
Q3 		$69M Sell
1,145,563
-59,688
-5% -$3.49M 2.53% 1
2014
Q2 		$69.4M Sell
1,205,251
-6,505
-0.5% -$366K 2.46% 2
2014
Q1 		$73.6M Buy
1,211,756
+72,825
+6% +$4.21M 2.79% 1
2013
Q4 		$66.6M Buy
1,138,931
+58,742
+5% +$3.22M 2.56% 1
2013
Q3 		$55.8M Sell
1,080,189
-124,553
-10% -$6.68M 2.31% 3
2013
Q2 		$63.6M Buy
+1,204,742
New +$61.2M 2.51% 2

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Hudson Edge Investment Partners's JPM Position: Q2 2026 in Review

Hudson Edge Investment Partners reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $1.44M and leaving 23,260 shares worth $7.61M. The position accounts for 1.04% of the portfolio, ranked #25.

Hudson Edge Investment Partners first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $73.6M in Q1 2014. 2,355 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hudson Edge Investment Partners held 23,260 shares of JPMorgan Chase worth $7.61M as of Q2 2026.
  • Hudson Edge Investment Partners sold 4,628 JPMorgan Chase shares in Q2 2026, an estimated $1.44M.
  • JPMorgan Chase made up 1.04% of Hudson Edge Investment Partners's portfolio in Q2 2026, its #25 holding.
  • Hudson Edge Investment Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Hudson Edge Investment Partners's JPMorgan Chase position peaked at $73.6M in Q1 2014.
  • 2,355 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.