James Hambro & Partners’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 | $215M | Sell |
655,842
-9,027
| -1% | -$2.8M | 7.76% | 3 |
|
|
2026
Q1 | $196M | Sell |
664,869
-26,393
| -4% | -$8.01M | 7.67% | 2 |
|
|
2025
Q4 | $223M | Buy |
691,262
+1,262
| +0.2% | +$391K | 7.96% | 2 |
|
|
2025
Q3 | $218M | Sell |
690,000
-39,479
| -5% | -$11.7M | 7.73% | 2 |
|
|
2025
Q2 | $211M | Sell |
729,479
-3,973
| -0.5% | -$1.01M | 8.36% | 1 |
|
|
2025
Q1 | $180M | Buy |
733,452
+583
| +0.1% | +$149K | 7.5% | 1 |
|
|
2024
Q4 | $176M | Sell |
732,869
-12,767
| -2% | -$2.97M | 6.94% | 1 |
|
|
2024
Q3 | $157M | Sell |
745,636
-15,786
| -2% | -$3.33M | 6.55% | 1 |
|
|
2024
Q2 | $154M | Buy |
761,422
+1,000
| +0.1% | +$196K | 7.16% | 3 |
|
|
2024
Q1 | $152M | Sell |
760,422
-1,680
| -0.2% | -$303K | 7.13% | 1 |
|
|
2023
Q4 | $130M | Buy |
762,102
+25,831
| +4% | +$3.91M | 6.91% | 2 |
|
|
2023
Q3 | $107M | Sell |
736,271
-12,857
| -2% | -$1.93M | 6.92% | 3 |
|
|
2023
Q2 | $109M | Buy |
749,128
+6,588
| +0.9% | +$906K | 7.18% | 2 |
|
|
2023
Q1 | $96.7M | Buy |
742,540
+2,614
| +0.4% | +$358K | 7.07% | 2 |
|
|
2022
Q4 | $99.2M | Sell |
739,926
-12,078
| -2% | -$1.53M | 7.58% | 1 |
|
|
2022
Q3 | $78.7M | Buy |
752,004
+2,065
| +0.3% | +$237K | 6.87% | 2 |
|
|
2022
Q2 | $84.5M | Buy |
749,939
+21,417
| +3% | +$2.65M | 7.04% | 2 |
|
|
2022
Q1 | $99.3M | Buy |
728,522
+3,330
| +0.5% | +$492K | 7.05% | 3 |
|
|
2021
Q4 | $115M | Buy |
725,192
+26,749
| +4% | +$4.39M | 7.79% | 2 |
|
|
2021
Q3 | $114M | Buy |
698,443
+20,604
| +3% | +$3.23M | 8.53% | 1 |
|
|
2021
Q2 | $105M | Buy |
677,839
+11,101
| +2% | +$1.74M | 8.35% | 2 |
|
|
2021
Q1 | $102M | Buy |
666,738
+149,888
| +29% | +$21.6M | 9.39% | 1 |
|
|
2020
Q4 | $65.6M | Buy |
516,850
+24,717
| +5% | +$2.76M | 7.36% | 3 |
|
|
2020
Q3 | $47.4M | Buy |
492,133
+27,670
| +6% | +$2.72M | 6.68% | 7 |
|
|
2020
Q2 | $43.7M | Buy |
464,463
+65,285
| +16% | +$6.19M | 6.76% | 7 |
|
|
2020
Q1 | $36M | Sell |
399,178
-1,260
| -0.3% | -$153K | 7.05% | 6 |
|
|
2019
Q4 | $55.8M | Buy |
400,438
+25,157
| +7% | +$3.23M | 9.47% | 2 |
|
|
2019
Q3 | $44.2M | Buy |
+375,281
| New | +$42.4M | 8.84% | 2 |
|
|
2019
Q1 | $30.2M | Buy |
298,555
+3,734
| +1% | +$385K | 8.85% | 4 |
|
|
2018
Q4 | $28.8M | Sell |
294,821
-31,379
| -10% | -$3.34M | 11.3% | 3 |
|
|
2018
Q3 | $36.8M | Sell |
326,200
-14,022
| -4% | -$1.59M | 12.39% | 3 |
|
|
2018
Q2 | $35.5M | Sell |
340,222
-1,207
| -0.4% | -$132K | 12.96% | 2 |
|
|
2018
Q1 | $37.5M | Buy |
341,429
+35,797
| +12% | +$4.05M | 14.75% | 1 |
|
|
2017
Q4 | $32.8M | Buy |
+305,632
| New | +$30.9M | 18.17% | 1 |
|
Other funds holding JPM
RG
TWC
James Hambro & Partners's JPM Position: Q2 2026 in Review
James Hambro & Partners reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $2.8M and leaving 655,842 shares worth $215M. The position accounts for 7.76% of the portfolio, ranked #3.
James Hambro & Partners first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $223M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- James Hambro & Partners held 655,842 shares of JPMorgan Chase worth $215M as of Q2 2026.
- James Hambro & Partners sold 9,027 JPMorgan Chase shares in Q2 2026, an estimated $2.8M.
- JPMorgan Chase made up 7.76% of James Hambro & Partners's portfolio in Q2 2026, its #3 holding.
- James Hambro & Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- James Hambro & Partners's JPMorgan Chase position peaked at $223M in Q4 2025.
- 2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.