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McHugh Group’s JPMorgan Chase JPM Stock Holding History

McHugh Group’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
Q3 		$1.61M Hold
4,869
– – 0.79% 22
2026
Q2 		$1.59M Hold
4,869
– – 0.81% 25
2026
Q1 		$1.43M Sell
4,869
-106
-2% -$32.2K 0.85% 23
2025
Q4 		$1.6M Hold
4,975
– – 0.91% 20
2025
Q3 		$1.57M Hold
4,975
– – 0.94% 22
2025
Q2 		$1.44M Hold
4,975
– – 0.96% 22
2025
Q1 		$1.22M Hold
4,975
– – 0.92% 20
2024
Q4 		$1.19M Buy
+4,975
New +$1.16M 0.89% 20

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

McHugh Group's JPM Position: Q3 2026 in Review

McHugh Group held its JPMorgan Chase (JPM) position steady in Q3 2026 at 4,869 shares worth $1.61M. The position accounts for 0.79% of the portfolio, ranked #22.

McHugh Group first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • McHugh Group held 4,869 shares of JPMorgan Chase worth $1.61M as of Q3 2026.
  • McHugh Group left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.79% of McHugh Group's portfolio in Q3 2026, its #22 holding.
  • McHugh Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.