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Stonehearth Capital Management’s JPMorgan Chase JPM Stock Holding History

Stonehearth Capital Management’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 		$201K Sell
614
-500
-45% -$155K 0.07% 93
2026
Q1 		$328K Hold
1,114
– – 0.13% 62
2025
Q4 		$359K Hold
1,114
– – 0.13% 56
2025
Q3 		$351K Hold
1,114
– – 0.14% 55
2025
Q2 		$323K Hold
1,114
– – 0.13% 57
2025
Q1 		$273K Hold
1,114
– – 0.11% 66
2024
Q4 		$267K Hold
1,114
– – 0.11% 64
2024
Q3 		$235K Sell
1,114
-32
-3% -$6.74K 0.09% 70
2024
Q2 		$232K Buy
1,146
+32
+3% +$6.26K 0.1% 68
2024
Q1 		$223K Buy
+1,114
New +$201K 0.1% 67
2023
Q2 		– Sell
-2,609
Closed -$340K – 77
2023
Q1 		$340K Sell
2,609
-628
-19% -$86K 0.18% 46
2022
Q4 		$434K Hold
3,237
– – 0.24% 39
2022
Q3 		$338K Buy
3,237
+178
+6% +$20.4K 0.21% 42
2022
Q2 		$350K Sell
3,059
-655
-18% -$81.2K 0.2% 48
2022
Q1 		$506K Sell
3,714
-409
-10% -$60.4K 0.26% 38
2021
Q4 		$653K Buy
4,123
+42
+1% +$6.9K 0.34% 33
2021
Q3 		$668K Buy
4,081
+46
+1% +$7.21K 0.35% 33
2021
Q2 		$628K Buy
4,035
+129
+3% +$20.3K 0.31% 36
2021
Q1 		$595K Buy
3,906
+33
+0.9% +$4.75K 0.32% 36
2020
Q4 		$492K Buy
3,873
+329
+9% +$36.8K 0.28% 36
2020
Q3 		$341K Hold
3,544
– – 0.23% 41
2020
Q2 		$350K Sell
3,544
-575
-14% -$54.6K 0.23% 43
2020
Q1 		$371K Buy
4,119
+148
+4% +$18K 0.3% 36
2019
Q4 		$554K Hold
3,971
– – 0.37% 34
2019
Q3 		$467K Hold
3,971
– – 0.34% 37
2019
Q2 		$444K Sell
3,971
-2,056
-34% -$227K 0.32% 35
2019
Q1 		$610K Buy
+6,027
New +$621K 0.47% 27

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Stonehearth Capital Management's JPM Position: Q2 2026 in Review

Stonehearth Capital Management reduced its JPMorgan Chase (JPM) stake by 45% in Q2 2026, selling an estimated $155K and leaving 614 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #93.

Stonehearth Capital Management first reported a position in JPM in Q1 2019 and has held it in 27 quarters since. The position peaked at $668K in Q3 2021. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stonehearth Capital Management held 614 shares of JPMorgan Chase worth $201K as of Q2 2026.
  • Stonehearth Capital Management sold 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #93 holding.
  • Stonehearth Capital Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 27 quarters since.
  • Stonehearth Capital Management's JPMorgan Chase position peaked at $668K in Q3 2021.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.