HWMG
JPM icon

Hurlow Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Hurlow Wealth Management Group’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
Q1 		$1.53M Buy
5,191
+1
+0% +$303 0.36% 31
2025
Q4 		$1.67M Hold
5,190
– – 0.41% 30
2025
Q3 		$1.64M Sell
5,190
-634
-11% -$189K 0.42% 31
2025
Q2 		$1.69M Sell
5,824
-273
-4% -$69.7K 0.48% 30
2025
Q1 		$1.5M Buy
6,097
+559
+10% +$143K 0.47% 35
2024
Q4 		$1.33M Buy
5,538
+40
+0.7% +$9.32K 0.41% 36
2024
Q3 		$1.16M Hold
5,498
– – 0.36% 37
2024
Q2 		$1.11M Sell
5,498
-84
-2% -$16.4K 0.38% 37
2024
Q1 		$1.12M Buy
5,582
+7
+0.1% +$1.26K 0.39% 37
2023
Q4 		$948K Buy
5,575
+98
+2% +$14.9K 0.36% 38
2023
Q3 		$794K Sell
5,477
-425
-7% -$63.7K 0.35% 39
2023
Q2 		$858K Sell
5,902
-11
-0.2% -$1.51K 0.37% 37
2023
Q1 		$771K Buy
5,913
+11
+0.2% +$1.51K 0.36% 39
2022
Q4 		$791K Buy
5,902
+97
+2% +$12.3K 0.41% 39
2022
Q3 		$607K Sell
5,805
-292
-5% -$33.5K 0.35% 42
2022
Q2 		$687K Hold
6,097
– – 0.4% 37
2022
Q1 		$831K Sell
6,097
-69
-1% -$10.2K 0.51% 32
2021
Q4 		$793K Buy
6,166
+69
+1% +$11.3K 0.62% 27
2021
Q3 		$998K Sell
6,097
-69
-1% -$10.8K 0.59% 27
2021
Q2 		$959K Sell
6,166
-62
-1% -$9.74K 0.63% 27
2021
Q1 		$948K Buy
6,228
+200
+3% +$28.8K 0.68% 24
2020
Q4 		$766K Buy
6,028
+50
+0.8% +$5.59K 0.6% 28
2020
Q3 		$576K Hold
5,978
– – 0.53% 35
2020
Q2 		$584K Hold
5,978
– – 0.56% 31
2020
Q1 		$543K Sell
5,978
-210
-3% -$25.5K 0.58% 35
2019
Q4 		$843K Sell
6,188
-50
-0.8% -$6.41K 0.83% 25
2019
Q3 		$726K Hold
6,238
– – 0.77% 27
2019
Q2 		$715K Hold
6,238
– – 0.75% 29
2019
Q1 		$724K Hold
6,238
– – 0.78% 28
2018
Q4 		$648K Buy
+6,238
New +$665K 0.78% 30

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hurlow Wealth Management Group's JPM Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.02% in Q1 2026, buying an estimated $303 and bringing the position to 5,191 shares worth $1.53M. The position accounts for 0.36% of the portfolio, ranked #31.

Hurlow Wealth Management Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.69M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Hurlow Wealth Management Group held 5,191 shares of JPMorgan Chase worth $1.53M as of Q1 2026.
  • Hurlow Wealth Management Group bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.36% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #31 holding.
  • Hurlow Wealth Management Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's JPMorgan Chase position peaked at $1.69M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.