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YHB Investment Advisors’s JPMorgan Chase JPM Stock Holding History

YHB Investment Advisors’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 		$18.3M Buy
55,809
+3,426
+7% +$1.06M 1.17% 22
2026
Q1 		$15.4M Buy
52,383
+1,151
+2% +$349K 1.1% 21
2025
Q4 		$16.5M Buy
51,232
+1,276
+3% +$395K 1.14% 21
2025
Q3 		$15.8M Buy
49,956
+292
+0.6% +$86.8K 1.15% 22
2025
Q2 		$14.4M Buy
49,664
+1,350
+3% +$345K 1.11% 21
2025
Q1 		$11.9M Buy
48,314
+459
+1% +$117K 0.99% 25
2024
Q4 		$11.5M Buy
47,855
+4,679
+11% +$1.09M 0.94% 26
2024
Q3 		$9.1M Buy
43,176
+1,505
+4% +$317K 0.75% 33
2024
Q2 		$8.43M Buy
41,671
+2,439
+6% +$477K 0.73% 34
2024
Q1 		$7.86M Buy
39,232
+1,598
+4% +$288K 0.7% 40
2023
Q4 		$6.4M Buy
37,634
+508
+1% +$77K 0.62% 41
2023
Q3 		$5.38M Buy
37,126
+10,337
+39% +$1.55M 0.5% 57
2023
Q2 		$3.9M Buy
26,789
+931
+4% +$128K 0.36% 76
2023
Q1 		$3.37M Buy
25,858
+3,508
+16% +$481K 0.34% 81
2022
Q4 		$3M Buy
22,350
+434
+2% +$55K 0.32% 85
2022
Q3 		$2.29M Buy
21,916
+195
+0.9% +$22.4K 0.25% 95
2022
Q2 		$2.45M Buy
21,721
+376
+2% +$46.6K 0.26% 98
2022
Q1 		$2.91M Buy
21,345
+794
+4% +$117K 0.26% 98
2021
Q4 		$3.25M Buy
20,551
+634
+3% +$104K 0.26% 92
2021
Q3 		$3.26M Buy
19,917
+931
+5% +$146K 0.28% 94
2021
Q2 		$2.95M Buy
18,986
+379
+2% +$59.5K 0.25% 103
2021
Q1 		$2.85M Sell
18,607
-1,262
-6% -$182K 0.25% 104
2020
Q4 		$2.52M Buy
19,869
+400
+2% +$44.7K 0.24% 101
2020
Q3 		$1.87M Buy
19,469
+394
+2% +$38.7K 0.2% 109
2020
Q2 		$1.79M Buy
19,075
+633
+3% +$60.1K 0.26% 82
2020
Q1 		$1.66M Buy
18,442
+191
+1% +$23.2K 0.29% 82
2019
Q4 		$2.54M Buy
18,251
+1,307
+8% +$168K 0.36% 75
2019
Q3 		$1.99M Buy
16,944
+257
+2% +$29.1K 0.3% 83
2019
Q2 		$1.87M Sell
16,687
-698
-4% -$77K 0.3% 88
2019
Q1 		$1.76M Buy
17,385
+314
+2% +$32.3K 0.28% 93
2018
Q4 		$1.67M Sell
17,071
-25,551
-60% -$2.72M 0.3% 86
2018
Q3 		$4.81M Sell
42,622
-875
-2% -$99.3K 0.73% 42
2018
Q2 		$4.53M Buy
43,497
+5
+0% +$548 0.74% 43
2018
Q1 		$4.78M Sell
43,492
-5,925
-12% -$671K 0.81% 37
2017
Q4 		$5.29M Sell
49,417
-144
-0.3% -$14.6K 0.9% 32
2017
Q3 		$4.73M Buy
49,561
+7,301
+17% +$673K 0.85% 38
2017
Q2 		$3.86M Sell
42,260
-14,570
-26% -$1.26M 0.66% 46
2017
Q1 		$4.94M Buy
56,830
+1,208
+2% +$107K 0.95% 34
2016
Q4 		$4.8M Buy
55,622
+8,724
+19% +$665K 1% 35
2016
Q3 		$3.12M Sell
46,898
-5,727
-11% -$373K 0.75% 47
2016
Q2 		$3.27M Buy
52,625
+18,763
+55% +$1.17M 0.72% 49
2016
Q1 		$2M Sell
33,862
-16,000
-32% -$934K 0.54% 57
2015
Q4 		$3.29M Buy
49,862
+1,416
+3% +$92.2K 0.75% 42
2015
Q3 		$2.95M Buy
48,446
+250
+0.5% +$16.4K 0.7% 47
2015
Q2 		$3.27M Buy
48,196
+9,950
+26% +$650K 0.71% 48
2015
Q1 		$2.32M Buy
38,246
+11,715
+44% +$694K 0.52% 63
2014
Q4 		$1.66M Buy
26,531
+17,730
+201% +$1.07M 0.38% 80
2014
Q3 		$530K Buy
8,801
+1,150
+15% +$67.2K 0.13% 117
2014
Q2 		$441K Sell
7,651
-1,165
-13% -$65.5K 0.11% 123
2014
Q1 		$535K Buy
8,816
+1,265
+17% +$73.1K 0.14% 114
2013
Q4 		$442K Sell
7,551
-3,671
-33% -$201K 0.12% 120
2013
Q3 		$580K Sell
11,222
-50
-0.4% -$2.68K 0.17% 105
2013
Q2 		$595K Buy
+11,272
New +$573K 0.19% 109

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

YHB Investment Advisors's JPM Position: Q2 2026 in Review

YHB Investment Advisors increased its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, buying an estimated $1.06M and bringing the position to 55,809 shares worth $18.3M. The position accounts for 1.17% of the portfolio, ranked #22.

YHB Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • YHB Investment Advisors held 55,809 shares of JPMorgan Chase worth $18.3M as of Q2 2026.
  • YHB Investment Advisors bought 3,426 JPMorgan Chase shares in Q2 2026, an estimated $1.06M.
  • JPMorgan Chase made up 1.17% of YHB Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • YHB Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.