GIM
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Goelzer Investment Management’s JPMorgan Chase JPM Stock Holding History

Goelzer 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 		$24.5M Buy
74,845
+6,599
+10% +$2.05M 1.07% 12
2026
Q1 		$20.1M Buy
68,246
+2,186
+3% +$663K 0.97% 13
2025
Q4 		$21.3M Buy
66,060
+976
+1% +$302K 0.99% 12
2025
Q3 		$20.5M Sell
65,084
-542
-0.8% -$161K 1.09% 11
2025
Q2 		$19M Buy
65,626
+13,981
+27% +$3.57M 1.04% 10
2025
Q1 		$12.7M Sell
51,645
-540
-1% -$138K 0.73% 21
2024
Q4 		$12.5M Sell
52,185
-281
-0.5% -$65.4K 0.73% 20
2024
Q3 		$11.1M Sell
52,466
-124
-0.2% -$26.1K 0.61% 26
2024
Q2 		$10.6M Sell
52,590
-936
-2% -$183K 0.6% 24
2024
Q1 		$10.7M Buy
53,526
+2,209
+4% +$399K 0.61% 27
2023
Q4 		$8.73M Buy
51,317
+1,640
+3% +$249K 0.56% 35
2023
Q3 		$7.2M Sell
49,677
-1,011
-2% -$152K 0.51% 41
2023
Q2 		$7.37M Buy
50,688
+35
+0.1% +$4.81K 0.62% 46
2023
Q1 		$6.6M Buy
50,653
+1,777
+4% +$243K 0.57% 52
2022
Q4 		$6.55M Sell
48,876
-442
-0.9% -$56K 0.56% 54
2022
Q3 		$5.15M Sell
49,318
-12,714
-20% -$1.46M 0.51% 61
2022
Q2 		$6.99M Sell
62,032
-9,975
-14% -$1.24M 0.67% 40
2022
Q1 		$9.82M Buy
72,007
+16,607
+30% +$2.45M 0.85% 28
2021
Q4 		$8.77M Buy
55,400
+26,783
+94% +$4.4M 0.71% 38
2021
Q3 		$4.68M Sell
28,617
-967
-3% -$152K 0.41% 79
2021
Q2 		$4.6M Buy
29,584
+2,631
+10% +$413K 0.38% 85
2021
Q1 		$4.1M Sell
26,953
-15,213
-36% -$2.19M 0.36% 91
2020
Q4 		$5.36M Sell
42,166
-6,837
-14% -$764K 0.49% 68
2020
Q3 		$4.72M Sell
49,003
-608
-1% -$59.7K 0.44% 68
2020
Q2 		$4.67M Sell
49,611
-184
-0.4% -$17.5K 0.45% 64
2020
Q1 		$4.48M Sell
49,795
-334
-0.7% -$40.6K 0.51% 53
2019
Q4 		$6.99M Sell
50,129
-342
-0.7% -$43.9K 0.6% 52
2019
Q3 		$5.94M Sell
50,471
-301
-0.6% -$34K 0.54% 57
2019
Q2 		$5.68M Buy
50,772
+1,592
+3% +$176K 0.52% 61
2019
Q1 		$4.98M Buy
49,180
+10,336
+27% +$1.06M 0.47% 68
2018
Q4 		$3.79M Buy
38,844
+247
+0.6% +$26.3K 0.49% 82
2018
Q3 		$4.36M Sell
38,597
-592
-2% -$67.2K 0.49% 86
2018
Q2 		$4.08M Sell
39,189
-3,349
-8% -$367K 0.48% 90
2018
Q1 		$4.68M Buy
42,538
+646
+2% +$73.1K 0.56% 78
2017
Q4 		$4.48M Sell
41,892
-840
-2% -$85.1K 0.5% 85
2017
Q3 		$4.08M Sell
42,732
-430
-1% -$39.7K 0.48% 87
2017
Q2 		$3.94M Sell
43,162
-170
-0.4% -$14.7K 0.48% 88
2017
Q1 		$3.81M Sell
43,332
-2,601
-6% -$229K 0.47% 91
2016
Q4 		$3.96M Sell
45,933
-3,491
-7% -$266K 0.51% 86
2016
Q3 		$3.29M Buy
49,424
+26,849
+119% +$1.75M 0.44% 93
2016
Q2 		$1.4M Buy
22,575
+319
+1% +$19.9K 0.19% 142
2016
Q1 		$1.32M Sell
22,256
-644
-3% -$37.6K 0.19% 144
2015
Q4 		$1.51M Sell
22,900
-206
-0.9% -$13.4K 0.22% 137
2015
Q3 		$1.41M Buy
23,106
+32
+0.1% +$2.1K 0.22% 136
2015
Q2 		$1.56M Sell
23,074
-100
-0.4% -$6.53K 0.24% 135
2015
Q1 		$1.4M Sell
23,174
-1,624
-7% -$96.2K 0.21% 134
2014
Q4 		$1.55M Sell
24,798
-1,350
-5% -$81.2K 0.23% 134
2014
Q3 		$1.57M Sell
26,148
-25
-0.1% -$1.46K 0.26% 127
2014
Q2 		$1.51M Sell
26,173
-1,960
-7% -$110K 0.25% 127
2014
Q1 		$1.71M Buy
28,133
+1,195
+4% +$69.1K 0.3% 125
2013
Q4 		$1.57M Buy
26,938
+386
+1% +$21.1K 0.29% 123
2013
Q3 		$1.37M Sell
26,552
-27,152
-51% -$1.46M 0.28% 120
2013
Q2 		$2.83M Buy
+53,704
New +$2.73M 0.3% 123

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
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
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

Goelzer Investment Management's JPM Position: Q2 2026 in Review

Goelzer Investment Management increased its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, buying an estimated $2.05M and bringing the position to 74,845 shares worth $24.5M. The position accounts for 1.07% of the portfolio, ranked #12.

Goelzer Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Goelzer Investment Management held 74,845 shares of JPMorgan Chase worth $24.5M as of Q2 2026.
  • Goelzer Investment Management bought 6,599 JPMorgan Chase shares in Q2 2026, an estimated $2.05M.
  • JPMorgan Chase made up 1.07% of Goelzer Investment Management's portfolio in Q2 2026, its #12 holding.
  • Goelzer Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.