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Godsey & Gibb Inc’s JPMorgan Chase JPM Stock Holding History

Godsey & Gibb Inc’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 		$491K Sell
1,501
-101
-6% -$31.4K 0.04% 74
2026
Q1 		$471K Sell
1,602
-770
-32% -$234K 0.04% 70
2025
Q4 		$764K Buy
2,372
+51
+2% +$15.8K 0.07% 61
2025
Q3 		$732K Sell
2,321
-18
-0.8% -$5.35K 0.06% 64
2025
Q2 		$678K Sell
2,339
-94
-4% -$24K 0.06% 66
2025
Q1 		$597K Sell
2,433
-136
-5% -$34.7K 0.06% 66
2024
Q4 		$616K Sell
2,569
-170
-6% -$39.6K 0.06% 67
2024
Q3 		$578K Sell
2,739
-31
-1% -$6.53K 0.06% 68
2024
Q2 		$560K Sell
2,770
-23
-0.8% -$4.5K 0.06% 70
2024
Q1 		$559K Buy
2,793
+350
+14% +$63.2K 0.06% 68
2023
Q4 		$416K Sell
2,443
-245
-9% -$37.1K 0.05% 77
2023
Q3 		$390K Sell
2,688
-236
-8% -$35.4K 0.05% 75
2023
Q2 		$425K Buy
2,924
+105
+4% +$14.4K 0.05% 72
2023
Q1 		$367K Buy
+2,819
New +$386K 0.04% 79
2022
Q4 		– Sell
-2,655
Closed -$277K – 322
2022
Q3 		$277K Buy
+2,655
New +$305K 0.22% 12
2021
Q2 		– Sell
-2,408
Closed -$367K – 128
2021
Q1 		$367K Sell
2,408
-323
-12% -$46.5K 0.05% 75
2020
Q4 		$347K Buy
+2,731
New +$305K 0.05% 71
2020
Q3 		– Sell
-2,661
Closed -$250K – 85
2020
Q2 		$250K Sell
2,661
-159
-6% -$15.1K 0.04% 80
2020
Q1 		$254K Sell
2,820
-314
-10% -$38.1K 0.05% 72
2019
Q4 		$437K Buy
3,134
+251
+9% +$32.2K 0.06% 64
2019
Q3 		$339K Sell
2,883
-30
-1% -$3.39K 0.05% 63
2019
Q2 		$326K Sell
2,913
-299
-9% -$33K 0.05% 69
2019
Q1 		$325K Buy
+3,212
New +$331K 0.05% 62
2018
Q2 		– Sell
-102
Closed -$11K – 72
2018
Q1 		$11K Buy
+102
New +$11.5K ﹤0.01% 66

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Godsey & Gibb Inc's JPM Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $31.4K and leaving 1,501 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #74.

Godsey & Gibb Inc first reported a position in JPM in Q1 2018 and has held it in 24 quarters since. The position peaked at $764K in Q4 2025. 2,439 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Godsey & Gibb Inc held 1,501 shares of JPMorgan Chase worth $491K as of Q2 2026.
  • Godsey & Gibb Inc sold 101 JPMorgan Chase shares in Q2 2026, an estimated $31.4K.
  • JPMorgan Chase made up 0.04% of Godsey & Gibb Inc's portfolio in Q2 2026, its #74 holding.
  • Godsey & Gibb Inc first reported a position in JPMorgan Chase in Q1 2018 and has held it in 24 quarters since.
  • Godsey & Gibb Inc's JPMorgan Chase position peaked at $764K in Q4 2025.
  • 2,439 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.