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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
Q2 		$441K Buy
1,346
+136
+11% +$42.2K 0.2% 54
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

J. Hagan Capital's JPM Position: Q2 2026 in Review

J. Hagan Capital increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $42.2K and bringing the position to 1,346 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #54.

J. Hagan Capital first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $584K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J. Hagan Capital held 1,346 shares of JPMorgan Chase worth $441K as of Q2 2026.
  • J. Hagan Capital bought 136 JPMorgan Chase shares in Q2 2026, an estimated $42.2K.
  • JPMorgan Chase made up 0.2% of J. Hagan Capital's portfolio in Q2 2026, its #54 holding.
  • J. Hagan Capital first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • J. Hagan Capital's JPMorgan Chase position peaked at $584K in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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