HPCM
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Hunter Perkins Capital Management’s JPMorgan Chase JPM Stock Holding History

Hunter Perkins Capital 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 		$6.96M Buy
21,252
+1,967
+10% +$611K 1.56% 18
2026
Q1 		$5.67M Hold
19,285
– – 1.33% 22
2025
Q4 		$6.21M Sell
19,285
-2,542
-12% -$787K 1.44% 21
2025
Q3 		$6.88M Sell
21,827
-767
-3% -$228K 1.53% 20
2025
Q2 		$6.55M Buy
22,594
+45
+0.2% +$11.5K 1.55% 21
2025
Q1 		$5.53M Sell
22,549
-1,278
-5% -$326K 1.28% 25
2024
Q4 		$5.71M Sell
23,827
-642
-3% -$150K 1.2% 26
2024
Q3 		$5.16M Sell
24,469
-773
-3% -$163K 1.05% 32
2024
Q2 		$5.11M Buy
25,242
+1,410
+6% +$276K 1.07% 31
2024
Q1 		$4.77M Sell
23,832
-2,760
-10% -$498K 0.98% 32
2023
Q4 		$4.52M Buy
26,592
+1,856
+8% +$281K 0.95% 30
2023
Q3 		$3.59M Sell
24,736
-10,046
-29% -$1.51M 0.77% 36
2023
Q2 		$3.59M Buy
34,782
+24,661
+244% +$3.39M 0.77% 32
2023
Q1 		$1.32M Buy
10,121
+7,390
+271% +$1.01M 0.31% 56
2022
Q4 		$366K Sell
2,731
-794
-23% -$101K 0.08% 81
2022
Q3 		$368K Buy
+3,525
New +$405K 0.09% 72

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Hunter Perkins Capital Management's JPM Position: Q2 2026 in Review

Hunter Perkins Capital Management increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $611K and bringing the position to 21,252 shares worth $6.96M. The position accounts for 1.56% of the portfolio, ranked #18.

Hunter Perkins Capital Management first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 3,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hunter Perkins Capital Management held 21,252 shares of JPMorgan Chase worth $6.96M as of Q2 2026.
  • Hunter Perkins Capital Management bought 1,967 JPMorgan Chase shares in Q2 2026, an estimated $611K.
  • JPMorgan Chase made up 1.56% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #18 holding.
  • Hunter Perkins Capital Management first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • 3,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.