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J. Hagan Capital’s JPMorgan Chase JPM Stock Holding History

J. Hagan Capital’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 		$356K Sell
1,210
-418
-26% -$127K 0.19% 53
2025
Q4 		$525K Sell
1,628
-223
-12% -$69K 0.29% 45
2025
Q3 		$584K Buy
1,851
+441
+31% +$131K 0.35% 47
2025
Q2 		$410K Sell
1,410
-39
-3% -$9.95K 0.28% 54
2025
Q1 		$347K Buy
+1,449
New +$369K 0.28% 45

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

J. Hagan Capital's JPM Position: Q1 2026 in Review

J. Hagan Capital reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $127K and leaving 1,210 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #53.

J. Hagan Capital first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $584K in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • J. Hagan Capital held 1,210 shares of JPMorgan Chase worth $356K as of Q1 2026.
  • J. Hagan Capital sold 418 JPMorgan Chase shares in Q1 2026, an estimated $127K.
  • JPMorgan Chase made up 0.19% of J. Hagan Capital's portfolio in Q1 2026, its #53 holding.
  • J. Hagan Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's JPMorgan Chase position peaked at $584K in Q3 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.