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Wulff, Hansen & Co’s JPMorgan Chase JPM Stock Holding History

Wulff, Hansen & Co’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 		$3.93M Sell
12,005
-96
-0.8% -$29.8K 3.01% 7
2026
Q1 		$3.56M Hold
12,101
– – 3.64% 4
2025
Q4 		$3.9M Sell
12,101
-130
-1% -$40.2K 3.27% 7
2025
Q3 		$3.86M Hold
12,231
– – 3.32% 5
2025
Q2 		$3.55M Sell
12,231
-350
-3% -$89.3K 3.03% 6
2025
Q1 		$3.09M Sell
12,581
-260
-2% -$66.3K 2.81% 9
2024
Q4 		$3.08M Sell
12,841
-10
-0.1% -$2.33K 2.91% 7
2024
Q3 		$2.71M Sell
12,851
-1,000
-7% -$211K 2.45% 8
2024
Q2 		$2.8M Sell
13,851
-142
-1% -$27.8K 2.77% 7
2024
Q1 		$2.8M Sell
13,993
-95
-0.7% -$17.1K 2.8% 7
2023
Q4 		$2.4M Buy
14,088
+98
+0.7% +$14.9K 2.66% 7
2023
Q3 		$2.03M Sell
13,990
-95
-0.7% -$14.2K 2.37% 9
2023
Q2 		$2.05M Sell
14,085
-320
-2% -$44K 2.29% 13
2023
Q1 		$1.88M Sell
14,405
-230
-2% -$31.5K 2.14% 14
2022
Q4 		$1.96M Sell
14,635
-30
-0.2% -$3.8K 2.38% 13
2022
Q3 		$1.53M Buy
14,665
+80
+0.5% +$9.18K 1.92% 18
2022
Q2 		$1.64M Sell
14,585
-3,000
-17% -$372K 1.86% 21
2022
Q1 		$2.4M Buy
17,585
+3,000
+21% +$443K 2.28% 12
2021
Q4 		$2.31M Buy
+14,585
New +$2.4M 2% 16

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 $3.37T AUM 44.26% 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

Wulff, Hansen & Co's JPM Position: Q2 2026 in Review

Wulff, Hansen & Co reduced its JPMorgan Chase (JPM) stake by 0.79% in Q2 2026, selling an estimated $29.8K and leaving 12,005 shares worth $3.93M. The position accounts for 3.01% of the portfolio, ranked #7.

Wulff, Hansen & Co first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wulff, Hansen & Co held 12,005 shares of JPMorgan Chase worth $3.93M as of Q2 2026.
  • Wulff, Hansen & Co sold 96 JPMorgan Chase shares in Q2 2026, an estimated $29.8K.
  • JPMorgan Chase made up 3.01% of Wulff, Hansen & Co's portfolio in Q2 2026, its #7 holding.
  • Wulff, Hansen & Co first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.