L. Roy Papp & Associates’s JPMorgan Chase JPM Stock Holding History

L. Roy Papp & Associates’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	$13.2M	Buy	40,201 +9,402	+31%	+$2.92M	1.38%	22
2026 Q1	$9.06M	Buy	30,799 +4,400	+17%	+$1.34M	1.04%	28
2025 Q4	$8.51M	Buy	26,399 +680	+3%	+$211K	0.94%	29
2025 Q3	$8.11M	Hold	25,719	–	–	0.91%	30
2025 Q2	$7.46M	Hold	25,719	–	–	0.89%	30
2025 Q1	$6.31M	Buy	25,719 +77	+0.3%	+$19.6K	0.77%	34
2024 Q4	$6.15M	Sell	25,642 -10	-0%	-$2.33K	0.72%	35
2024 Q3	$5.41M	Sell	25,652 -98	-0.4%	-$20.6K	0.65%	35
2024 Q2	$5.21M	Sell	25,750 -75	-0.3%	-$14.7K	0.63%	39
2024 Q1	$5.17M	Buy	25,825 +98	+0.4%	+$17.7K	0.62%	42
2023 Q4	$4.38M	Sell	25,727 -73	-0.3%	-$11.1K	0.54%	45
2023 Q3	$3.74M	Buy	25,800 +635	+3%	+$95.2K	0.51%	45
2023 Q2	$3.66M	Buy	25,165 +270	+1%	+$37.1K	0.47%	48
2023 Q1	$3.24M	Hold	24,895	–	–	0.44%	53
2022 Q4	$3.34M	Sell	24,895 -16	-0.1%	-$2.03K	0.47%	50
2022 Q3	$2.6M	Sell	24,911 -100	-0.4%	-$11.5K	0.39%	55
2022 Q2	$2.82M	Sell	25,011 -156	-0.6%	-$19.3K	0.41%	51
2022 Q1	$3.43M	Buy	25,167 +31	+0.1%	+$4.58K	0.43%	51
2021 Q4	$3.98M	Buy	25,136 +6	+0%	+$985	0.46%	52
2021 Q3	$4.11M	Hold	25,130	–	–	0.52%	46
2021 Q2	$3.91M	Hold	25,130	–	–	0.49%	48
2021 Q1	$3.83M	Sell	25,130 -226	-0.9%	-$32.5K	0.55%	46
2020 Q4	$3.22M	Sell	25,356 -8,368	-25%	-$935K	0.37%	58
2020 Q3	$3.25M	Sell	33,724 -3,650	-10%	-$358K	0.42%	54
2020 Q2	$3.52M	Sell	37,374 -327	-0.9%	-$31K	0.5%	46
2020 Q1	$3.39M	Sell	37,701 -59	-0.2%	-$7.17K	0.62%	40
2019 Q4	$5.26M	Buy	37,760 +70	+0.2%	+$8.98K	0.76%	36
2019 Q3	$4.44M	Sell	37,690 -39	-0.1%	-$4.41K	0.7%	43
2019 Q2	$4.22M	Buy	37,729 +400	+1%	+$44.1K	0.66%	42
2019 Q1	$3.78M	Buy	37,329 +98	+0.3%	+$10.1K	0.68%	40
2018 Q4	$3.63M	Hold	37,231	–	–	0.76%	39
2018 Q3	$4.2M	Hold	37,231	–	–	0.75%	37
2018 Q2	$3.88M	Hold	37,231	–	–	0.73%	36
2018 Q1	$4.09M	Hold	37,231	–	–	0.78%	32
2017 Q4	$3.98M	Sell	37,231 -500	-1%	-$50.6K	0.79%	32
2017 Q3	$3.6M	Sell	37,731 -50	-0.1%	-$4.61K	0.78%	34
2017 Q2	$3.45M	Sell	37,781 -810	-2%	-$69.9K	0.75%	37
2017 Q1	$3.39M	Buy	38,591 +810	+2%	+$71.5K	0.77%	36
2016 Q4	$3.26M	Hold	37,781	–	–	0.75%	36
2016 Q3	$2.52M	Buy	37,781 +500	+1%	+$32.6K	0.58%	45
2016 Q2	$2.32M	Sell	37,281 -298	-0.8%	-$18.6K	0.55%	48
2016 Q1	$2.23M	Buy	37,579 +184	+0.5%	+$10.7K	0.53%	50
2015 Q4	$2.47M	Sell	37,395 -200	-0.5%	-$13K	0.6%	45
2015 Q3	$2.29M	Sell	37,595 -21	-0.1%	-$1.38K	0.57%	47
2015 Q2	$2.55M	Buy	37,616 +21	+0.1%	+$1.37K	0.58%	47
2015 Q1	$2.28M	Hold	37,595	–	–	0.5%	50
2014 Q4	$2.35M	Buy	+37,595	New	+$2.26M	0.51%	47

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

L. Roy Papp & Associates's JPM Position: Q2 2026 in Review

L. Roy Papp & Associates increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $2.92M and bringing the position to 40,201 shares worth $13.2M. The position accounts for 1.38% of the portfolio, ranked #22.

L. Roy Papp & Associates first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

L. Roy Papp & Associates held 40,201 shares of JPMorgan Chase worth $13.2M as of Q2 2026.
L. Roy Papp & Associates bought 9,402 JPMorgan Chase shares in Q2 2026, an estimated $2.92M.
JPMorgan Chase made up 1.38% of L. Roy Papp & Associates's portfolio in Q2 2026, its #22 holding.
L. Roy Papp & Associates first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.