Hummer Financial Advisory Services’s JPMorgan Chase JPM Stock Holding History

Hummer Financial Advisory Services’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	$2.86M	Hold	8,740	–	–	1.88%	10
2026 Q1	$2.57M	Buy	8,740 +516	+6%	+$157K	1.82%	9
2025 Q4	$2.65M	Sell	8,224 -566	-6%	-$175K	1.87%	10
2025 Q3	$2.77M	Hold	8,790	–	–	2.02%	9
2025 Q2	$2.55M	Hold	8,790	–	–	1.91%	8
2025 Q1	$2.16M	Hold	8,790	–	–	1.75%	8
2024 Q4	$2.11M	Hold	8,790	–	–	1.67%	9
2024 Q3	$1.85M	Hold	8,790	–	–	1.46%	11
2024 Q2	$1.78M	Sell	8,790 -93	-1%	-$18.2K	1.54%	10
2024 Q1	$1.78M	Buy	8,883 +43	+0.5%	+$7.76K	1.47%	11
2023 Q4	$1.5M	Hold	8,840	–	–	1.38%	13
2023 Q3	$1.28M	Hold	8,840	–	–	1.31%	14
2023 Q2	$1.29M	Hold	8,840	–	–	1.26%	14
2023 Q1	$1.15M	Buy	8,840 +647	+8%	+$88.6K	1.22%	17
2022 Q4	$1.1M	Hold	8,193	–	–	1.21%	18
2022 Q3	$856K	Sell	8,193 -264	-3%	-$30.3K	1.01%	23
2022 Q2	$952K	Sell	8,457 -383	-4%	-$47.5K	1.08%	21
2022 Q1	$1.21M	Sell	8,840 -132	-1%	-$19.5K	1.09%	17
2021 Q4	$1.42M	Hold	8,972	–	–	1.2%	14
2021 Q3	$1.47M	Hold	8,972	–	–	1.36%	11
2021 Q2	$1.4M	Hold	8,972	–	–	1.29%	12
2021 Q1	$1.37M	Sell	8,972 -43	-0.5%	-$6.19K	1.33%	13
2020 Q4	$1.15M	Sell	9,015 -185	-2%	-$20.7K	1.2%	15
2020 Q3	$886K	Hold	9,200	–	–	1.04%	19
2020 Q2	$865K	Buy	9,200 +43	+0.5%	+$4.08K	1.11%	15
2020 Q1	$824K	Hold	9,157	–	–	1.24%	17
2019 Q4	$1.28M	Buy	+9,157	New	+$1.17M	1.38%	11

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

Hummer Financial Advisory Services's JPM Position: Q2 2026 in Review

Hummer Financial Advisory Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,740 shares worth $2.86M. The position accounts for 1.88% of the portfolio, ranked #10.

Hummer Financial Advisory Services first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hummer Financial Advisory Services held 8,740 shares of JPMorgan Chase worth $2.86M as of Q2 2026.
Hummer Financial Advisory Services left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.88% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #10 holding.
Hummer Financial Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.