JP Morgan Chase
HNNA icon

JP Morgan Chase’s Hennessy Advisors HNNA Stock Holding History

JP Morgan Chase’s Portfolio HNNA Stock Details HNNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-408
Closed -$4.06K – 7328
2025
Q1 		$4.06K Sell
408
-1
-0.2% -$12 ﹤0.01% 6461
2024
Q4 		$5.17K Sell
409
-100
-20% -$1.08K ﹤0.01% 6509
2024
Q3 		$5.07K Sell
509
-500
-50% -$4.5K ﹤0.01% 6483
2024
Q2 		$7.18K Buy
1,009
+1,000
+11,111% +$7.09K ﹤0.01% 6319
2024
Q1 		$62 Buy
9
+3
+50% +$21 ﹤0.01% 6987
2023
Q4 		$40 Buy
6
+1
+20% +$7 ﹤0.01% 7235
2023
Q3 		$34 Buy
+5
New +$35 ﹤0.01% 7066
2020
Q4 		– Sell
-3
Closed – – 5747
2020
Q3 		$0 Hold
3
– – ﹤0.01% 5587
2020
Q2 		$0 Buy
+3
New +$24 ﹤0.01% 5510
2019
Q1 		– Sell
-25
Closed – – 5890
2018
Q4 		$0 Buy
+25
New +$303 ﹤0.01% 5779
2017
Q2 		– Sell
-3,058
Closed -$51K – 5064
2017
Q1 		$51K Sell
3,058
-2,915
-49% -$53.6K ﹤0.01% 4520
2016
Q4 		$126K Buy
+5,973
New +$127K ﹤0.01% 4330
2016
Q3 		– Sell
-1,406
Closed -$31K – 4651
2016
Q2 		$31K Buy
+1,406
New +$30.2K ﹤0.01% 4143

Other funds holding HNNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return