Hurlow Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.71M | Buy |
5,223
+32
| +0.6% | +$9.94K | 0.36% | 31 |
|
|
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
Hurlow Wealth Management Group's JPM Position: Q2 2026 in Review
Hurlow Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.62% in Q2 2026, buying an estimated $9.94K and bringing the position to 5,223 shares worth $1.71M. 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 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Hurlow Wealth Management Group held 5,223 shares of JPMorgan Chase worth $1.71M as of Q2 2026.
- Hurlow Wealth Management Group bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
- JPMorgan Chase made up 0.36% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #31 holding.
- Hurlow Wealth Management Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.