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LaFleur & Godfrey’s JPMorgan Chase JPM Stock Holding History

LaFleur & Godfrey’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 		$40.2M Sell
122,829
-2,510
-2% -$779K 4.77% 3
2026
Q1 		$36.9M Sell
125,339
-2,298
-2% -$697K 4.59% 2
2025
Q4 		$41.1M Sell
127,637
-4,540
-3% -$1.41M 4.98% 2
2025
Q3 		$41.7M Sell
132,177
-6,661
-5% -$1.98M 5.06% 3
2025
Q2 		$40.3M Sell
138,838
-442
-0.3% -$113K 5.03% 3
2025
Q1 		$34.2M Buy
139,280
+781
+0.6% +$199K 4.64% 2
2024
Q4 		$33.2M Sell
138,499
-1,484
-1% -$346K 4.55% 3
2024
Q3 		$29.5M Sell
139,983
-8,304
-6% -$1.75M 4.07% 3
2024
Q2 		$30M Sell
148,287
-3,858
-3% -$754K 4.4% 3
2024
Q1 		$30.5M Sell
152,145
-16,033
-10% -$2.89M 4.51% 3
2023
Q4 		$28.6M Sell
168,178
-2,984
-2% -$452K 4.27% 3
2023
Q3 		$24.8M Sell
171,162
-2,562
-1% -$384K 3.97% 3
2023
Q2 		$25.3M Buy
173,724
+2,443
+1% +$336K 3.78% 5
2023
Q1 		$22.3M Sell
171,281
-9,070
-5% -$1.24M 3.66% 5
2022
Q4 		$24.2M Sell
180,351
-28,634
-14% -$3.63M 4.03% 4
2022
Q3 		$21.8M Sell
208,985
-8,294
-4% -$952K 3.89% 4
2022
Q2 		$24.5M Buy
217,279
+25,079
+13% +$3.11M 3.87% 4
2022
Q1 		$26.2M Buy
192,200
+2,872
+2% +$424K 3.52% 4
2021
Q4 		$30M Buy
189,328
+2,272
+1% +$373K 3.84% 4
2021
Q3 		$30.6M Buy
187,056
+1,804
+1% +$283K 4.23% 3
2021
Q2 		$28.8M Buy
185,252
+25,159
+16% +$3.95M 4.12% 3
2021
Q1 		$24.4M Buy
160,093
+3,782
+2% +$544K 4.74% 2
2020
Q4 		$19.9M Buy
156,311
+3,013
+2% +$337K 4.07% 3
2020
Q3 		$14.8M Buy
153,298
+8,281
+6% +$813K 3.33% 7
2020
Q2 		$13.6M Buy
145,017
+9,923
+7% +$941K 3.48% 7
2020
Q1 		$12.2M Buy
135,094
+453
+0.3% +$55K 3.63% 8
2019
Q4 		$18.8M Sell
134,641
-3,598
-3% -$461K 4.24% 4
2019
Q3 		$16.3M Sell
138,239
-19,210
-12% -$2.17M 3.99% 6
2019
Q2 		$17.6M Buy
157,449
+6,431
+4% +$709K 4.39% 4
2019
Q1 		$15.3M Sell
151,018
-1,292
-0.8% -$133K 3.95% 6
2018
Q4 		$14.9M Sell
152,310
-1,551
-1% -$165K 4.19% 5
2018
Q3 		$17.4M Sell
153,861
-705
-0.5% -$80K 4.18% 5
2018
Q2 		$16.1M Sell
154,566
-920
-0.6% -$101K 4.02% 6
2018
Q1 		$17.1M Buy
155,486
+26,820
+21% +$3.04M 4.29% 5
2017
Q4 		$13.8M Buy
128,666
+320
+0.2% +$32.4K 3.38% 8
2017
Q3 		$12.3M Sell
128,346
-195
-0.2% -$18K 3.21% 9
2017
Q2 		$11.7M Buy
128,541
+2,095
+2% +$181K 3.09% 9
2017
Q1 		$11.1M Sell
126,446
-3,450
-3% -$304K 3% 9
2016
Q4 		$11.2M Sell
129,896
-12,400
-9% -$946K 3.14% 10
2016
Q3 		$9.47M Sell
142,296
-20,065
-12% -$1.31M 2.73% 11
2016
Q2 		$10.1M Sell
162,361
-2,600
-2% -$162K 2.99% 12
2016
Q1 		$9.77M Buy
164,961
+2,325
+1% +$136K 2.97% 11
2015
Q4 		$10.7M Buy
162,636
+10,320
+7% +$672K 3.18% 9
2015
Q3 		$9.29M Buy
152,316
+125,290
+464% +$8.21M 2.78% 11
2015
Q2 		$1.83M Buy
27,026
+20,613
+321% +$1.35M 0.51% 51
2015
Q1 		$388K Sell
6,413
-430
-6% -$25.5K 0.1% 68
2014
Q4 		$428K Hold
6,843
– – 0.11% 68
2014
Q3 		$412K Sell
6,843
-600
-8% -$35.1K 0.11% 73
2014
Q2 		$429K Buy
7,443
+1,131
+18% +$63.6K 0.11% 69
2014
Q1 		$383K Hold
6,312
– – 0.11% 69
2013
Q4 		$369K Hold
6,312
– – 0.1% 67
2013
Q3 		$326K Buy
6,312
+1,500
+31% +$80.5K 0.09% 65
2013
Q2 		$254K Buy
+4,812
New +$245K 0.08% 68

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LaFleur & Godfrey's JPM Position: Q2 2026 in Review

LaFleur & Godfrey reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $779K and leaving 122,829 shares worth $40.2M. The position accounts for 4.77% of the portfolio, ranked #3.

LaFleur & Godfrey first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.7M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LaFleur & Godfrey held 122,829 shares of JPMorgan Chase worth $40.2M as of Q2 2026.
  • LaFleur & Godfrey sold 2,510 JPMorgan Chase shares in Q2 2026, an estimated $779K.
  • JPMorgan Chase made up 4.77% of LaFleur & Godfrey's portfolio in Q2 2026, its #3 holding.
  • LaFleur & Godfrey first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • LaFleur & Godfrey's JPMorgan Chase position peaked at $41.7M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.