HWG Holdings’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 | $17M | Sell |
51,917
-1,601
| -3% | -$497K | 3.84% | 8 |
|
|
2026
Q1 | $15.7M | Sell |
53,518
-608
| -1% | -$185K | 4.09% | 8 |
|
|
2025
Q4 | $17.4M | Buy |
54,126
+1,895
| +4% | +$587K | 4.23% | 7 |
|
|
2025
Q3 | $16.5M | Buy |
52,231
+2,686
| +5% | +$799K | 4.18% | 8 |
|
|
2025
Q2 | $14.4M | Buy |
49,545
+1,805
| +4% | +$461K | 4.2% | 8 |
|
|
2025
Q1 | $11.7M | Buy |
47,740
+19,373
| +68% | +$4.94M | 5.22% | 6 |
|
|
2024
Q4 | $6.8M | Buy |
28,367
+2,251
| +9% | +$524K | 2.23% | 13 |
|
|
2024
Q3 | $5.51M | Buy |
26,116
+7,310
| +39% | +$1.54M | 1.89% | 15 |
|
|
2024
Q2 | $3.8M | Buy |
+18,806
| New | +$3.68M | 1.39% | 17 |
|
|
2023
Q4 | $3.18M | Buy |
18,678
+2,185
| +13% | +$331K | 1.42% | 16 |
|
|
2023
Q3 | $2.39M | Buy |
16,493
+16,430
| +26,079% | +$2.46M | 1.3% | 16 |
|
|
2023
Q2 | $9.16K | Hold |
63
| – | – | ﹤0.01% | 103 |
|
|
2023
Q1 | $8.21K | Hold |
63
| – | – | ﹤0.01% | 85 |
|
|
2022
Q4 | $8K | Hold |
63
| – | – | 0.01% | 85 |
|
|
2022
Q3 | $7K | Buy |
+63
| New | +$7.23K | 0.01% | 84 |
|
|
2022
Q1 | $1.3M | Sell |
9,545
-5,717
| -37% | -$844K | 0.65% | 25 |
|
|
2021
Q4 | $2.42M | Buy |
+15,262
| New | +$2.51M | 1.05% | 27 |
|
|
2021
Q2 | $2.45M | Sell |
15,741
-220
| -1% | -$34.6K | 1.06% | 20 |
|
|
2021
Q1 | $2.43M | Sell |
15,961
-3,843
| -19% | -$553K | 1.21% | 20 |
|
|
2020
Q4 | $2.52M | Buy |
19,804
+3,792
| +24% | +$424K | 1.27% | 20 |
|
|
2020
Q3 | $1.54M | Sell |
16,012
-8,272
| -34% | -$812K | 1.37% | 20 |
|
|
2020
Q2 | $2.28M | Buy |
+24,284
| New | +$2.3M | 1.82% | 15 |
|
|
2019
Q4 | $1.71M | Buy |
12,278
+4,680
| +62% | +$600K | 1.4% | 15 |
|
|
2019
Q3 | $894K | Buy |
7,598
+1,649
| +28% | +$187K | 0.82% | 21 |
|
|
2019
Q2 | $665K | Buy |
+5,949
| New | +$656K | 0.64% | 34 |
|
|
2018
Q4 | – | Sell |
-16,231
| Closed | -$1.83M | – | 99 |
|
|
2018
Q3 | $1.83M | Buy |
+16,231
| New | +$1.84M | 1.24% | 29 |
|
|
2018
Q2 | – | Sell |
-15,572
| Closed | -$1.71M | – | 112 |
|
|
2018
Q1 | $1.71M | Buy |
15,572
+3,325
| +27% | +$376K | 1.59% | 20 |
|
|
2017
Q4 | $1.31M | Buy |
12,247
+10,652
| +668% | +$1.08M | 1.11% | 26 |
|
|
2017
Q3 | $152K | Sell |
1,595
-625
| -28% | -$57.6K | 0.12% | 47 |
|
|
2017
Q2 | $203K | Sell |
2,220
-8,277
| -79% | -$714K | 0.15% | 30 |
|
|
2017
Q1 | $922K | Buy |
+10,497
| New | +$926K | 1.16% | 19 |
|
|
2015
Q3 | – | Sell |
-117,349
| Closed | -$7.89M | – | 13 |
|
|
2015
Q2 | $7.89M | Buy |
+117,349
| New | +$7.66M | 8.31% | 5 |
|
|
2014
Q2 | – | Sell |
-25,390
| Closed | -$1.54M | – | 50 |
|
|
2014
Q1 | $1.54M | Buy |
+25,390
| New | +$1.47M | 1.4% | 23 |
|
Other funds holding JPM
RG
TWC
HWG Holdings's JPM Position: Q2 2026 in Review
HWG Holdings reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2026, selling an estimated $497K and leaving 51,917 shares worth $17M. The position accounts for 3.84% of the portfolio, ranked #8.
HWG Holdings first reported a position in JPM in Q1 2014 and has held it in 33 quarters since. The position peaked at $17.4M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- HWG Holdings held 51,917 shares of JPMorgan Chase worth $17M as of Q2 2026.
- HWG Holdings sold 1,601 JPMorgan Chase shares in Q2 2026, an estimated $497K.
- JPMorgan Chase made up 3.84% of HWG Holdings's portfolio in Q2 2026, its #8 holding.
- HWG Holdings first reported a position in JPMorgan Chase in Q1 2014 and has held it in 33 quarters since.
- HWG Holdings's JPMorgan Chase position peaked at $17.4M in Q4 2025.
- 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.