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Relyea Zuckerberg Hanson’s JPMorgan Chase JPM Stock Holding History

Relyea Zuckerberg Hanson’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 		$8.6M Buy
26,260
+2,561
+11% +$795K 0.72% 35
2026
Q1 		$6.97M Sell
23,699
-3,863
-14% -$1.17M 0.7% 35
2025
Q4 		$8.88M Sell
27,562
-226
-0.8% -$70K 0.9% 24
2025
Q3 		$8.77M Sell
27,788
-424
-2% -$126K 0.92% 23
2025
Q2 		$8.18M Buy
28,212
+5,375
+24% +$1.37M 0.96% 21
2025
Q1 		$5.6M Sell
22,837
-84
-0.4% -$21.4K 0.75% 27
2024
Q4 		$5.49M Buy
22,921
+3,104
+16% +$723K 0.74% 28
2024
Q3 		$4.18M Sell
19,817
-278
-1% -$58.6K 0.64% 27
2024
Q2 		$4.06M Buy
20,095
+271
+1% +$53K 0.68% 27
2024
Q1 		$3.97M Buy
19,824
+1,487
+8% +$268K 0.7% 27
2023
Q4 		$3.12M Buy
18,337
+2,805
+18% +$425K 0.61% 30
2023
Q3 		$2.25M Sell
15,532
-309
-2% -$46.3K 0.51% 35
2023
Q2 		$2.3M Buy
15,841
+1,814
+13% +$249K 0.52% 34
2023
Q1 		$1.83M Buy
14,027
+3,545
+34% +$486K 0.45% 41
2022
Q4 		$1.41M Buy
10,482
+1,930
+23% +$245K 0.4% 39
2022
Q3 		$894K Sell
8,552
-288
-3% -$33.1K 0.32% 44
2022
Q2 		$995K Buy
8,840
+624
+8% +$77.3K 0.37% 41
2022
Q1 		$1.05M Sell
8,216
-658
-7% -$97.1K 0.34% 49
2021
Q4 		$1.29M Buy
8,874
+640
+8% +$105K 0.47% 39
2021
Q3 		$1.35M Buy
8,234
+520
+7% +$81.5K 0.52% 32
2021
Q2 		$1.2M Buy
7,714
+293
+4% +$46K 0.49% 34
2021
Q1 		$1.12M Buy
7,421
+379
+5% +$54.5K 0.5% 33
2020
Q4 		$895K Sell
7,042
-50
-0.7% -$5.59K 0.48% 36
2020
Q3 		$721K Buy
7,092
+19
+0.3% +$1.87K 0.46% 43
2020
Q2 		$665K Sell
7,073
-94
-1% -$8.92K 0.53% 40
2020
Q1 		$645K Buy
7,167
+477
+7% +$58K 0.71% 36
2019
Q4 		$933K Buy
+6,690
New +$858K 0.9% 27

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

Relyea Zuckerberg Hanson's JPM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $795K and bringing the position to 26,260 shares worth $8.6M. The position accounts for 0.72% of the portfolio, ranked #35.

Relyea Zuckerberg Hanson first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.88M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 26,260 shares of JPMorgan Chase worth $8.6M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 2,561 JPMorgan Chase shares in Q2 2026, an estimated $795K.
  • JPMorgan Chase made up 0.72% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #35 holding.
  • Relyea Zuckerberg Hanson first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's JPMorgan Chase position peaked at $8.88M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.