Hbk Sorce Advisory LLC’s Jpmorgan Chase & Co Position
Does Hbk Sorce Advisory LLC own Jpmorgan Chase & Co (JPM)? Yes — 109.2K shares worth $33M (+0.65% of its 13F portfolio) as of Q1 2026, down from 109.7K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
109.2K
% of Portfolio
+0.65%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 109.2K | $33M | +0.65% |
| Q4 2025 | 109.7K | $35M | +0.81% |
| Q3 2025 | 109.2K | $33M | +0.84% |
| Q2 2025 | 110.0K | $32M | +0.86% |
| Q1 2025 | 125.5K | $31M | +0.90% |
| Q4 2024 | 125.2K | $30M | +0.90% |
| Q3 2024 | 123.0K | $26M | +0.79% |
| Q2 2024 | 123.3K | $25M | +0.87% |
| Q1 2024 | 125.7K | $25M | +0.89% |
| Q4 2023 | 124.7K | $21M | +0.82% |
| Q3 2023 | 136.8K | $20M | +0.87% |
| Q2 2023 | 150.4K | $20M | +0.89% |
| Q1 2023 | 466.3K | $91,718 | +1.38% |
| Q4 2022 | 476.9K | $63,946 | +1.72% |
| Q3 2022 | 234.7K | $25M | +1.64% |
| Q2 2022 | 107.6K | $12M | +0.89% |
| Q1 2022 | 226.2K | $31M | +1.69% |
| Q4 2021 | 231.8K | $37M | +1.86% |
| Q3 2021 | 229.5K | $38M | +2.07% |
| Q2 2021 | 227.9K | $35M | +1.96% |
| Q1 2021 | 225.0K | $34M | +2.04% |
| Q4 2020 | 258.5K | $33M | +2.03% |
| Q3 2020 | 214.7K | $21M | +1.47% |
| Q2 2020 | 213.8K | $20M | +1.49% |
| Q1 2020 | 189.3K | $17M | +1.66% |
| Q4 2019 | 204.2K | $28M | +2.48% |
| Q3 2019 | 202.1K | $24M | +2.27% |
| Q2 2019 | 202.3K | $23M | +2.18% |
| Q1 2019 | 208.6K | $21M | +2.11% |
| Q4 2018 | 147.9K | $14M | +1.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hbk Sorce Advisory LLC’s full portfolio or all institutional holders of JPM.