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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

McHugh Group's JPM Position: Q2 2026 in Review

McHugh Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,869 shares worth $1.59M. The position accounts for 0.81% of the portfolio, ranked #25.

McHugh Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

McHugh Group held 4,869 shares of JPMorgan Chase worth $1.59M as of Q2 2026.
McHugh Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.81% of McHugh Group's portfolio in Q2 2026, its #25 holding.
McHugh Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
McHugh Group's JPMorgan Chase position peaked at $1.6M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.