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Hunter Associates Investment Management’s JPMorgan Chase JPM Stock Holding History

Hunter Associates Investment 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 		$3.34M Buy
10,205
+37
+0.4% +$11.5K 0.38% 56
2026
Q1 		$2.99M Buy
10,168
+364
+4% +$110K 0.4% 59
2025
Q4 		$3.15M Sell
9,804
-319
-3% -$98.8K 0.42% 54
2025
Q3 		$3.19M Buy
10,123
+319
+3% +$94.9K 0.44% 50
2025
Q2 		$2.84M Sell
9,804
-670
-6% -$171K 0.42% 57
2025
Q1 		$2.58M Sell
10,474
-368
-3% -$93.8K 0.4% 60
2024
Q4 		$2.6M Buy
10,842
+239
+2% +$55.7K 0.4% 62
2024
Q3 		$2.23M Sell
10,603
-374
-3% -$78.8K 0.35% 70
2024
Q2 		$2.22M Buy
10,977
+639
+6% +$125K 0.37% 63
2024
Q1 		$2.07M Sell
10,338
-193
-2% -$34.8K 0.35% 70
2023
Q4 		$1.79M Buy
10,531
+835
+9% +$127K 0.33% 75
2023
Q3 		$1.41M Buy
9,696
+171
+2% +$25.6K 0.29% 82
2023
Q2 		$1.38M Sell
9,525
-360
-4% -$49.5K 0.27% 84
2023
Q1 		$1.29M Sell
9,885
-321
-3% -$44K 0.28% 84
2022
Q4 		$1.37M Sell
10,206
-1,321
-11% -$167K 0.33% 75
2022
Q3 		$1.2M Sell
11,527
-799
-6% -$91.7K 0.31% 82
2022
Q2 		$1.39M Buy
12,326
+8,976
+268% +$1.11M 0.34% 73
2022
Q1 		$457K Sell
3,350
-2,029
-38% -$299K 0.15% 90
2021
Q4 		$852K Hold
5,379
– – 0.24% 73
2021
Q3 		$880K Sell
5,379
-100
-2% -$15.7K 0.28% 66
2021
Q2 		$852K Sell
5,479
-6,450
-54% -$1.01M 0.27% 65
2021
Q1 		$1.82M Buy
11,929
+1,850
+18% +$266K 0.42% 58
2020
Q4 		$1.28M Buy
10,079
+253
+3% +$28.3K 0.32% 67
2020
Q3 		$946K Buy
9,826
+1,300
+15% +$128K 0.26% 77
2020
Q2 		$802K Sell
8,526
-1,300
-13% -$123K 0.24% 84
2020
Q1 		$885K Buy
9,826
+1,650
+20% +$200K 0.34% 67
2019
Q4 		$1.14M Buy
8,176
+515
+7% +$66.1K 0.35% 63
2019
Q3 		$902K Sell
7,661
-235
-3% -$26.6K 0.31% 68
2019
Q2 		$883K Hold
7,896
– – 0.3% 68
2019
Q1 		$799K Buy
7,896
+466
+6% +$48K 0.28% 73
2018
Q4 		$725K Hold
7,430
– – 0.29% 75
2018
Q3 		$838K Buy
7,430
+150
+2% +$17K 0.29% 74
2018
Q2 		$759K Buy
7,280
+500
+7% +$54.9K 0.27% 80
2018
Q1 		$746K Hold
6,780
– – 0.28% 75
2017
Q4 		$725K Buy
6,780
+1,979
+41% +$200K 0.27% 75
2017
Q3 		$459K Sell
4,801
-50
-1% -$4.61K 0.18% 101
2017
Q2 		$443K Buy
4,851
+500
+11% +$43.1K 0.18% 104
2017
Q1 		$382K Hold
4,351
– – 0.16% 108
2016
Q4 		$375K Buy
4,351
+29
+0.7% +$2.21K 0.16% 109
2016
Q3 		$288K Buy
4,322
+135
+3% +$8.8K 0.12% 129
2016
Q2 		$260K Hold
4,187
– – 0.11% 128
2016
Q1 		$248K Buy
4,187
+106
+3% +$6.19K 0.11% 126
2015
Q4 		$269K Sell
4,081
-500
-11% -$32.6K 0.12% 122
2015
Q3 		$279K Sell
4,581
-250
-5% -$16.4K 0.13% 121
2015
Q2 		$327K Sell
4,831
-50
-1% -$3.26K 0.14% 115
2015
Q1 		$296K Hold
4,881
– – 0.12% 119
2014
Q4 		$305K Sell
4,881
-45
-0.9% -$2.71K 0.12% 119
2014
Q3 		$297K Hold
4,926
– – 0.12% 117
2014
Q2 		$284K Buy
4,926
+394
+9% +$22.2K 0.11% 122
2014
Q1 		$275K Sell
4,532
-17
-0.4% -$982 0.11% 133
2013
Q4 		$266K Sell
4,549
-462
-9% -$25.3K 0.1% 138
2013
Q3 		$259K Buy
5,011
+150
+3% +$8.05K 0.11% 134
2013
Q2 		$257K Buy
+4,861
New +$247K 0.1% 147

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hunter Associates Investment Management's JPM Position: Q2 2026 in Review

Hunter Associates Investment Management increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $11.5K and bringing the position to 10,205 shares worth $3.34M. The position accounts for 0.38% of the portfolio, ranked #56.

Hunter Associates Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hunter Associates Investment Management held 10,205 shares of JPMorgan Chase worth $3.34M as of Q2 2026.
  • Hunter Associates Investment Management bought 37 JPMorgan Chase shares in Q2 2026, an estimated $11.5K.
  • JPMorgan Chase made up 0.38% of Hunter Associates Investment Management's portfolio in Q2 2026, its #56 holding.
  • Hunter Associates Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.