First Long Island Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.2M | Sell |
116,308
-1,119
| -1% | -$340K | 2.78% | 13 |
|
|
2025
Q4 | $37.8M | Sell |
117,427
-1,356
| -1% | -$420K | 2.78% | 11 |
|
|
2025
Q3 | $37.5M | Buy |
118,783
+659
| +0.6% | +$196K | 2.79% | 11 |
|
|
2025
Q2 | $34.2M | Sell |
118,124
-1,570
| -1% | -$401K | 2.69% | 12 |
|
|
2025
Q1 | $29.4M | Sell |
119,694
-2,969
| -2% | -$757K | 2.42% | 13 |
|
|
2024
Q4 | $29.4M | Buy |
122,663
+79
| +0.1% | +$18.4K | 2.34% | 13 |
|
|
2024
Q3 | $25.8M | Sell |
122,584
-605
| -0.5% | -$127K | 2.04% | 20 |
|
|
2024
Q2 | $24.9M | Sell |
123,189
-2,784
| -2% | -$544K | 2.11% | 15 |
|
|
2024
Q1 | $25.2M | Sell |
125,973
-3,457
| -3% | -$624K | 2.1% | 18 |
|
|
2023
Q4 | $22M | Sell |
129,430
-3,244
| -2% | -$492K | 1.96% | 22 |
|
|
2023
Q3 | $19.2M | Buy |
132,674
+5,420
| +4% | +$812K | 1.86% | 22 |
|
|
2023
Q2 | $18.5M | Buy |
127,254
+1,620
| +1% | +$223K | 1.78% | 26 |
|
|
2023
Q1 | $16.4M | Sell |
125,634
-972
| -0.8% | -$133K | 1.66% | 26 |
|
|
2022
Q4 | $17M | Sell |
126,606
-3,768
| -3% | -$477K | 1.78% | 25 |
|
|
2022
Q3 | $13.6M | Sell |
130,374
-1,559
| -1% | -$179K | 1.51% | 29 |
|
|
2022
Q2 | $14.9M | Buy |
131,933
+14,551
| +12% | +$1.8M | 1.54% | 28 |
|
|
2022
Q1 | $16M | Buy |
117,382
+2,044
| +2% | +$302K | 1.36% | 34 |
|
|
2021
Q4 | $18.3M | Buy |
115,338
+749
| +0.7% | +$123K | 1.43% | 33 |
|
|
2021
Q3 | $18.8M | Buy |
114,589
+4,531
| +4% | +$710K | 1.61% | 31 |
|
|
2021
Q2 | $17.1M | Sell |
110,058
-3,439
| -3% | -$540K | 1.47% | 34 |
|
|
2021
Q1 | $17.3M | Buy |
+113,497
| New | +$16.3M | 1.54% | 32 |
|
|
2020
Q2 | – | Sell |
-5,072
| Closed | -$457K | – | 63 |
|
|
2020
Q1 | $457K | Sell |
5,072
-500
| -9% | -$60.7K | 0.06% | 51 |
|
|
2019
Q4 | $777K | Hold |
5,572
| – | – | 0.09% | 53 |
|
|
2019
Q3 | $656K | Hold |
5,572
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $623K | Hold |
5,572
| – | – | 0.08% | 52 |
|
|
2019
Q1 | $564K | Hold |
5,572
| – | – | 0.07% | 53 |
|
|
2018
Q4 | $544K | Sell |
5,572
-69,086
| -93% | -$7.36M | 0.08% | 53 |
|
|
2018
Q3 | $8.42M | Buy |
74,658
+19,834
| +36% | +$2.25M | 1.09% | 41 |
|
|
2018
Q2 | $5.71M | Sell |
54,824
-3,093
| -5% | -$339K | 0.82% | 47 |
|
|
2018
Q1 | $6.37M | Buy |
57,917
+51,979
| +875% | +$5.89M | 0.88% | 44 |
|
|
2017
Q4 | $635K | Buy |
5,938
+35
| +0.6% | +$3.54K | 0.09% | 52 |
|
|
2017
Q3 | $564K | Buy |
5,903
+1,072
| +22% | +$98.9K | 0.08% | 53 |
|
|
2017
Q2 | $442K | Buy |
+4,831
| New | +$417K | 0.07% | 56 |
|
Other funds holding JPM
VCM
VPM
First Long Island Investors's JPM Position: Q1 2026 in Review
First Long Island Investors reduced its JPMorgan Chase (JPM) stake by 0.95% in Q1 2026, selling an estimated $340K and leaving 116,308 shares worth $34.2M. The position accounts for 2.78% of the portfolio, ranked #13.
First Long Island Investors first reported a position in JPM in Q2 2017 and has held it in 33 quarters since. The position peaked at $37.8M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- First Long Island Investors held 116,308 shares of JPMorgan Chase worth $34.2M as of Q1 2026.
- First Long Island Investors sold 1,119 JPMorgan Chase shares in Q1 2026, an estimated $340K.
- JPMorgan Chase made up 2.78% of First Long Island Investors's portfolio in Q1 2026, its #13 holding.
- First Long Island Investors first reported a position in JPMorgan Chase in Q2 2017 and has held it in 33 quarters since.
- First Long Island Investors's JPMorgan Chase position peaked at $37.8M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on First Long Island Investors's 13F filing for Q1 2026, filed 15 May 2026.