VHAM
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Van Hulzen Asset Management’s JPMorgan Chase JPM Stock Holding History

Van Hulzen Asset 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
Q1 		$18.6M Buy
63,373
+6,788
+12% +$2.06M 1.39% 21
2025
Q4 		$18.2M Buy
56,585
+1,537
+3% +$476K 1.34% 21
2025
Q3 		$17.4M Buy
55,048
+8,363
+18% +$2.49M 1.29% 23
2025
Q2 		$13.5M Sell
46,685
-374
-0.8% -$95.4K 1.13% 26
2025
Q1 		$11.5M Sell
47,059
-693
-1% -$177K 1.05% 29
2024
Q4 		$11.4M Buy
47,752
+1,165
+3% +$271K 0.84% 32
2024
Q3 		$9.82M Sell
46,587
-702
-1% -$148K 0.71% 43
2024
Q2 		$9.56M Sell
47,289
-22,020
-32% -$4.3M 0.64% 50
2024
Q1 		$13.9M Sell
69,309
-1,902
-3% -$343K 0.92% 34
2023
Q4 		$12.1M Buy
71,211
+23,001
+48% +$3.49M 0.85% 41
2023
Q3 		$6.99M Buy
48,210
+13,310
+38% +$2M 0.54% 52
2023
Q2 		$5.08M Sell
34,900
-13,059
-27% -$1.8M 0.43% 56
2023
Q1 		$6.25M Buy
47,959
+6,333
+15% +$868K 0.59% 48
2022
Q4 		$5.57M Buy
41,626
+551
+1% +$69.8K 0.64% 47
2022
Q3 		$4.29M Buy
41,075
+800
+2% +$91.8K 0.53% 56
2022
Q2 		$4.54M Sell
40,275
-16,028
-28% -$1.99M 0.54% 52
2022
Q1 		$7.67M Buy
56,303
+9,656
+21% +$1.43M 0.81% 41
2021
Q4 		$7.39M Buy
46,647
+36,219
+347% +$5.95M 0.81% 39
2021
Q3 		$1.71M Sell
10,428
-181
-2% -$28.4K 0.25% 72
2021
Q2 		$1.65M Buy
10,609
+4,377
+70% +$687K 0.25% 73
2021
Q1 		$949K Sell
6,232
-4,256
-41% -$612K 0.15% 89
2020
Q4 		$1.33M Sell
10,488
-6,902
-40% -$771K 0.2% 84
2020
Q3 		$1.67M Sell
17,390
-227
-1% -$22.3K 0.25% 74
2020
Q2 		$1.66M Buy
17,617
+4,494
+34% +$426K 0.25% 69
2020
Q1 		$1.18M Buy
13,123
+339
+3% +$41.2K 0.25% 77
2019
Q4 		$1.78M Sell
12,784
-22,053
-63% -$2.83M 0.35% 67
2019
Q3 		$4.1M Sell
34,837
-1,066
-3% -$121K 0.87% 35
2019
Q2 		$4.01M Buy
35,903
+2,997
+9% +$330K 0.88% 37
2019
Q1 		$3.33M Sell
32,906
-1,927
-6% -$199K 0.9% 31
2018
Q4 		$3.4M Buy
34,833
+1,472
+4% +$157K 0.99% 33
2018
Q3 		$3.76M Buy
33,361
+22,879
+218% +$2.6M 1% 35
2018
Q2 		$1.09M Buy
10,482
+5,995
+134% +$658K 0.32% 66
2018
Q1 		$493K Sell
4,487
-9,073
-67% -$1.03M 0.15% 112
2017
Q4 		$1.45M Buy
13,560
+4,800
+55% +$486K 0.44% 63
2017
Q3 		$837K Buy
8,760
+4,900
+127% +$452K 0.28% 79
2017
Q2 		$353K Buy
3,860
+500
+15% +$43.1K 0.14% 93
2017
Q1 		$295K Hold
3,360
– – 0.14% 104
2016
Q4 		$290K Hold
3,360
– – 0.13% 100
2016
Q3 		$224K Hold
3,360
– – 0.12% 104
2016
Q2 		$209K Hold
3,360
– – 0.12% 105
2016
Q1 		$199K Sell
3,360
-300
-8% -$17.5K 0.11% 103
2015
Q4 		$242K Hold
3,660
– – 0.15% 94
2015
Q3 		$223K Hold
3,660
– – 0.14% 98
2015
Q2 		$248K Sell
3,660
-1,778
-33% -$116K 0.13% 126
2015
Q1 		$329K Sell
5,438
-2,247
-29% -$133K 0.2% 95
2014
Q4 		$481K Buy
+7,685
New +$462K 0.33% 63
2014
Q2 		– Sell
-3,660
Closed -$222K – 79
2014
Q1 		$222K Sell
3,660
-500
-12% -$28.9K 0.22% 78
2013
Q4 		$243K Buy
+4,160
New +$228K 0.21% 90

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Van Hulzen Asset Management's JPM Position: Q1 2026 in Review

Van Hulzen Asset Management increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $2.06M and bringing the position to 63,373 shares worth $18.6M. The position accounts for 1.39% of the portfolio, ranked #21.

Van Hulzen Asset Management first reported a position in JPM in Q4 2013 and has held it in 48 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Van Hulzen Asset Management held 63,373 shares of JPMorgan Chase worth $18.6M as of Q1 2026.
  • Van Hulzen Asset Management bought 6,788 JPMorgan Chase shares in Q1 2026, an estimated $2.06M.
  • JPMorgan Chase made up 1.39% of Van Hulzen Asset Management's portfolio in Q1 2026, its #21 holding.
  • Van Hulzen Asset Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 48 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.