Hartford Financial Management Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1352526
WEST HARTFORD, CT
Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,375,385
+$800,327 QoQ
Shares Held
28,642
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
#1,529
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hartford Financial Management Inc. holds $13,481,636 across 7 Banks - Diversified names. JPM ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
28,642 | $9,375,385 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,307 | $3,379,312 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,400 | $528,896 | |
| 4 | C |
Citigroup Inc
|
721 | $100,911 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
280 | $40,490 | |
| 6 | ING |
Ing Groep NV
|
1,124 | $35,271 | |
| 7 | TD |
Toronto Dominion Bank
|
176 | $21,371 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,375,385 | 28,642 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,575,058 | 29,151 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,199,381 | 28,550 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,086,276 | 28,806 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,202,423 | 28,293 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,008,259 | 53,030 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,892,562 | 53,784 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,425,449 | 54,185 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,948,536 | 54,131 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,052,353 | 55,179 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,435,957 | 55,473 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,118,654 | 55,983 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,174,891 | 56,208 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,548,727 | 57,929 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,859,198 | 58,607 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,332,491 | 60,598 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,682,615 | 59,343 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,103,133 | 59,442 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,481,206 | 59,875 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $9,850,209 | 60,176 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,369,262 | 60,237 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,343,268 | 61,376 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,967,797 | 62,704 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,082,916 | 63,186 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,887,591 | 62,594 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,985,104 | 66,479 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||