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Hudson Value Partners’s JPMorgan Chase JPM Stock Holding History

Hudson Value 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 		$5.73M Buy
17,496
+1,413
+9% +$439K 1.44% 26
2026
Q1 		$4.73M Buy
16,083
+1,037
+7% +$315K 1.41% 25
2025
Q4 		$4.86M Sell
15,046
-363
-2% -$112K 1.45% 26
2025
Q3 		$4.86M Sell
15,409
-2,148
-12% -$639K 1.51% 25
2025
Q2 		$5.09M Buy
17,557
+2,210
+14% +$564K 1.76% 21
2025
Q1 		$3.76M Sell
15,347
-218
-1% -$55.6K 1.41% 26
2024
Q4 		$3.73M Buy
15,565
+577
+4% +$134K 1.39% 28
2024
Q3 		$3.16M Buy
14,988
+32
+0.2% +$6.74K 1.23% 29
2024
Q2 		$3.03M Sell
14,956
-1,513
-9% -$296K 1.28% 29
2024
Q1 		$3.3M Buy
16,469
+1,860
+13% +$336K 1.4% 28
2023
Q4 		$2.48M Buy
14,609
+76
+0.5% +$11.5K 1.16% 33
2023
Q3 		$2.11M Buy
14,533
+345
+2% +$51.7K 1.11% 33
2023
Q2 		$2.06M Sell
14,188
-10,275
-42% -$1.41M 1.05% 33
2023
Q1 		$3.19M Buy
24,463
+530
+2% +$72.6K 1.81% 18
2022
Q4 		$3.21M Sell
23,933
-65
-0.3% -$8.24K 1.97% 16
2022
Q3 		$2.51M Sell
23,998
-1,337
-5% -$153K 1.69% 21
2022
Q2 		$2.85M Buy
25,335
+747
+3% +$92.6K 1.81% 20
2022
Q1 		$3.35M Buy
24,588
+1,050
+4% +$155K 1.72% 18
2021
Q4 		$3.73M Sell
23,538
-705
-3% -$116K 1.81% 16
2021
Q3 		$3.97M Sell
24,243
-925
-4% -$145K 2.18% 10
2021
Q2 		$3.92M Buy
25,168
+45
+0.2% +$7.07K 2.16% 10
2021
Q1 		$3.82M Sell
25,123
-770
-3% -$111K 2.31% 10
2020
Q4 		$3.25M Buy
+25,893
New +$2.89M 2.18% 11

Other funds holding JPM

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hudson Value Partners's JPM Position: Q2 2026 in Review

Hudson Value Partners increased its JPMorgan Chase (JPM) stake by 8.8% in Q2 2026, buying an estimated $439K and bringing the position to 17,496 shares worth $5.73M. The position accounts for 1.44% of the portfolio, ranked #26.

Hudson Value Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hudson Value Partners held 17,496 shares of JPMorgan Chase worth $5.73M as of Q2 2026.
  • Hudson Value Partners bought 1,413 JPMorgan Chase shares in Q2 2026, an estimated $439K.
  • JPMorgan Chase made up 1.44% of Hudson Value Partners's portfolio in Q2 2026, its #26 holding.
  • Hudson Value Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.