Hyperion Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Hyperion Capital Advisors’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	$204K	Buy	+624	New	+$194K	0.09%	64
2026 Q1	–	Sell	-624	Closed	-$201K	–	72
2025 Q4	$201K	Buy	+624	New	+$193K	0.1%	64
2023 Q4	–	Sell	-38,624	Closed	-$5.6M	–	64
2023 Q3	$5.6M	Sell	38,624 -18,000	-32%	-$2.7M	3.07%	13
2023 Q2	$8.24M	Sell	56,624 -8,000	-12%	-$1.1M	4.47%	9
2023 Q1	$8.42M	Hold	64,624	–	–	4.05%	9
2022 Q4	$8.67M	Hold	64,624	–	–	4.28%	8
2022 Q3	$6.75M	Buy	+64,624	New	+$7.42M	3.33%	10
2020 Q2	–	Sell	-10,400	Closed	-$936K	–	41
2020 Q1	$936K	Hold	10,400	–	–	0.66%	18
2019 Q4	$1.45M	Buy	+10,400	New	+$1.33M	0.78%	15

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

Hyperion Capital Advisors's JPM Position: Q2 2026 in Review

Hyperion Capital Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 624 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #64 among its holdings. This is a return to the name: Hyperion Capital Advisors previously reported a position in JPM as recently as Q4 2025.

Hyperion Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 9 quarters since. The position peaked at $8.67M in Q4 2022. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hyperion Capital Advisors held 624 shares of JPMorgan Chase worth $204K as of Q2 2026.
JPMorgan Chase was a new Hyperion Capital Advisors position in Q2 2026.
JPMorgan Chase made up 0.09% of Hyperion Capital Advisors's portfolio in Q2 2026, its #64 holding.
Hyperion Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 9 quarters since.
Hyperion Capital Advisors's JPMorgan Chase position peaked at $8.67M in Q4 2022.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hyperion Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.