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Aull & Monroe Investment Management’s JPMorgan Chase JPM Stock Holding History

Aull & Monroe Investment 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
Q2 		$4.67M Buy
14,276
+25
+0.2% +$7.76K 1.95% 13
2026
Q1 		$4.19M Buy
14,251
+25
+0.2% +$7.59K 1.95% 16
2025
Q4 		$4.58M Buy
14,226
+175
+1% +$54.2K 2.3% 13
2025
Q3 		$4.43M Buy
14,051
+879
+7% +$261K 2.26% 13
2025
Q2 		$3.82M Sell
13,172
-1,447
-10% -$369K 2.05% 16
2025
Q1 		$3.59M Sell
14,619
-100
-0.7% -$25.5K 1.78% 21
2024
Q4 		$3.53M Sell
14,719
-575
-4% -$134K 1.8% 18
2024
Q3 		$3.22M Sell
15,294
-412
-3% -$86.8K 1.5% 22
2024
Q2 		$3.18M Sell
15,706
-1,837
-10% -$359K 1.56% 22
2024
Q1 		$3.51M Sell
17,543
-457
-3% -$82.5K 1.61% 21
2023
Q4 		$3.06M Sell
18,000
-16
-0.1% -$2.42K 1.51% 24
2023
Q3 		$2.61M Hold
18,016
– – 1.36% 25
2023
Q2 		$2.62M Hold
18,016
– – 1.32% 22
2023
Q1 		$2.35M Sell
18,016
-300
-2% -$41.1K 1.2% 30
2022
Q4 		$2.46M Sell
18,316
-275
-1% -$34.8K 1.22% 25
2022
Q3 		$1.94M Sell
18,591
-1,320
-7% -$151K 1.06% 34
2022
Q2 		$2.24M Sell
19,911
-50
-0.3% -$6.2K 1.13% 31
2022
Q1 		$2.72M Hold
19,961
– – 1.23% 29
2021
Q4 		$3.16M Sell
19,961
-257
-1% -$42.2K 1.41% 24
2021
Q3 		$3.31M Sell
20,218
-36
-0.2% -$5.64K 1.63% 16
2021
Q2 		$3.15M Hold
20,254
– – 1.5% 24
2021
Q1 		$3.08M Sell
20,254
-225
-1% -$32.4K 1.5% 22
2020
Q4 		$2.6M Buy
20,479
+964
+5% +$108K 1.39% 23
2020
Q3 		$1.88M Buy
19,515
+490
+3% +$48.1K 1.1% 31
2020
Q2 		$1.79M Sell
19,025
-1,143
-6% -$108K 1.11% 30
2020
Q1 		$1.82M Sell
20,168
-575
-3% -$69.9K 1.22% 25
2019
Q4 		$2.89M Sell
20,743
-250
-1% -$32.1K 1.47% 21
2019
Q3 		$2.47M Sell
20,993
-1,770
-8% -$200K 1.31% 25
2019
Q2 		$2.54M Sell
22,763
-100
-0.4% -$11K 1.35% 22
2019
Q1 		$2.31M Sell
22,863
-1,100
-5% -$113K 1.24% 26
2018
Q4 		$2.34M Sell
23,963
-748
-3% -$79.7K 1.34% 25
2018
Q3 		$2.79M Buy
24,711
+105
+0.4% +$11.9K 1.35% 24
2018
Q2 		$2.56M Sell
24,606
-300
-1% -$32.9K 1.32% 24
2018
Q1 		$2.74M Hold
24,906
– – 1.43% 22
2017
Q4 		$2.66M Sell
24,906
-200
-0.8% -$20.3K 1.34% 23
2017
Q3 		$2.4M Sell
25,106
-143
-0.6% -$13.2K 1.24% 27
2017
Q2 		$2.31M Sell
25,249
-100
-0.4% -$8.63K 1.23% 27
2017
Q1 		$2.23M Sell
25,349
-742
-3% -$65.5K 1.19% 26
2016
Q4 		$2.25M Hold
26,091
– – 1.26% 26
2016
Q3 		$1.74M Buy
26,091
+100
+0.4% +$6.52K 1% 33
2016
Q2 		$1.61M Buy
25,991
+45
+0.2% +$2.81K 0.93% 35
2016
Q1 		$1.54M Buy
25,946
+655
+3% +$38.3K 0.92% 36
2015
Q4 		$1.67M Sell
25,291
-645
-2% -$42K 1.04% 35
2015
Q3 		$1.58M Buy
25,936
+62
+0.2% +$4.06K 1.02% 36
2015
Q2 		$1.77M Sell
25,874
-1,497
-5% -$97.7K 1.04% 33
2015
Q1 		$1.66M Sell
27,371
-131
-0.5% -$7.76K 0.93% 36
2014
Q4 		$1.72M Sell
27,502
-3,786
-12% -$228K 0.94% 40
2014
Q3 		$1.88M Buy
31,288
+1,317
+4% +$77K 1% 38
2014
Q2 		$1.73M Buy
29,971
+317
+1% +$17.8K 0.92% 40
2014
Q1 		$1.8M Sell
29,654
-50
-0.2% -$2.89K 1.03% 37
2013
Q4 		$1.74M Hold
29,704
– – 1.01% 38
2013
Q3 		$1.54M Sell
29,704
-229
-0.8% -$12.3K 0.99% 39
2013
Q2 		$1.58M Buy
+29,933
New +$1.52M 1.06% 36

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

Aull & Monroe Investment Management's JPM Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its JPMorgan Chase (JPM) stake by 0.18% in Q2 2026, buying an estimated $7.76K and bringing the position to 14,276 shares worth $4.67M. The position accounts for 1.95% of the portfolio, ranked #13.

Aull & Monroe Investment Management 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.

  • Aull & Monroe Investment Management held 14,276 shares of JPMorgan Chase worth $4.67M as of Q2 2026.
  • Aull & Monroe Investment Management bought 25 JPMorgan Chase shares in Q2 2026, an estimated $7.76K.
  • JPMorgan Chase made up 1.95% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #13 holding.
  • Aull & Monroe Investment Management 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 Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.