Hutchinson Capital Management’s JPMorgan Chase JPM Stock Holding History

Hutchinson 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	$1.52M	Buy	4,630 +67	+1%	+$20.8K	0.26%	49
2026 Q1	$1.34M	Sell	4,563 -300	-6%	-$91K	0.25%	48
2025 Q4	$1.57M	Buy	4,863 +517	+12%	+$160K	0.27%	46
2025 Q3	$1.37M	Sell	4,346 -510	-11%	-$152K	0.24%	48
2025 Q2	$1.41M	Hold	4,856	–	–	0.26%	48
2025 Q1	$1.19M	Sell	4,856 -435	-8%	-$111K	0.23%	48
2024 Q4	$1.27M	Hold	5,291	–	–	0.24%	46
2024 Q3	$1.12M	Buy	5,291 +202	+4%	+$42.5K	0.21%	48
2024 Q2	$1.03M	Buy	5,089 +2,999	+143%	+$586K	0.21%	46
2024 Q1	$419K	Sell	2,090 -116	-5%	-$20.9K	0.08%	57
2023 Q4	$375K	Sell	2,206 -60	-3%	-$9.09K	0.08%	65
2023 Q3	$329K	Buy	2,266 +77	+4%	+$11.5K	0.08%	65
2023 Q2	$318K	Buy	2,189 +3	+0.1%	+$413	0.07%	67
2023 Q1	$285K	Sell	2,186 -1,359	-38%	-$186K	0.07%	62
2022 Q4	$475K	Sell	3,545 -1,632	-32%	-$207K	0.12%	48
2022 Q3	$541K	Buy	5,177 +17	+0.3%	+$1.95K	0.15%	49
2022 Q2	$581K	Sell	5,160 -161	-3%	-$19.9K	0.15%	44
2022 Q1	$725K	Buy	5,321 +96	+2%	+$14.2K	0.17%	38
2021 Q4	$827K	Buy	5,225 +39	+0.8%	+$6.41K	0.18%	41
2021 Q3	$849K	Hold	5,186	–	–	0.21%	37
2021 Q2	$807K	Buy	5,186 +25	+0.5%	+$3.93K	0.2%	36
2021 Q1	$786K	Hold	5,161	–	–	0.2%	37
2020 Q4	$656K	Hold	5,161	–	–	0.17%	40
2020 Q3	$497K	Hold	5,161	–	–	0.15%	45
2020 Q2	$485K	Buy	5,161 +27	+0.5%	+$2.56K	0.15%	46
2020 Q1	$462K	Hold	5,134	–	–	0.15%	47
2019 Q4	$716K	Hold	5,134	–	–	0.19%	43
2019 Q3	$604K	Sell	5,134 -70	-1%	-$7.92K	0.16%	46
2019 Q2	$582K	Buy	5,204 +654	+14%	+$72.1K	0.16%	43
2019 Q1	$461K	Hold	4,550	–	–	0.14%	44
2018 Q4	$444K	Buy	+4,550	New	+$485K	0.15%	43

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hutchinson Capital Management's JPM Position: Q2 2026 in Review

Hutchinson Capital Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 4,630 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #49.

Hutchinson Capital Management first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hutchinson Capital Management held 4,630 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
Hutchinson Capital Management bought 67 JPMorgan Chase shares in Q2 2026, an estimated $20.8K.
JPMorgan Chase made up 0.26% of Hutchinson Capital Management's portfolio in Q2 2026, its #49 holding.
Hutchinson Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
Hutchinson Capital Management's JPMorgan Chase position peaked at $1.57M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hutchinson Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.