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Leavell Investment Management’s JPMorgan Chase JPM Stock Holding History

Leavell 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 		$30.1M Buy
92,064
+1,369
+2% +$425K 1.1% 15
2026
Q1 		$26.7M Buy
90,695
+316
+0.3% +$95.9K 1.09% 17
2025
Q4 		$29.1M Sell
90,379
-478
-0.5% -$148K 1.21% 14
2025
Q3 		$28.7M Sell
90,857
-4,064
-4% -$1.21M 1.21% 13
2025
Q2 		$27.5M Buy
94,921
+1,838
+2% +$469K 1.23% 12
2025
Q1 		$22.8M Sell
93,083
-820
-0.9% -$209K 1.13% 14
2024
Q4 		$22.5M Buy
93,903
+908
+1% +$211K 1.1% 13
2024
Q3 		$19.6M Sell
92,995
-604
-0.6% -$127K 0.98% 16
2024
Q2 		$18.9M Buy
93,599
+2,045
+2% +$400K 1.05% 16
2024
Q1 		$18.3M Buy
91,554
+2,406
+3% +$434K 1.06% 15
2023
Q4 		$15.2M Buy
89,148
+1,036
+1% +$157K 0.96% 19
2023
Q3 		$12.8M Buy
88,112
+94
+0.1% +$14.1K 0.89% 20
2023
Q2 		$12.8M Buy
88,018
+286
+0.3% +$39.3K 0.87% 23
2023
Q1 		$11.4M Buy
87,732
+349
+0.4% +$47.8K 0.82% 31
2022
Q4 		$11.7M Sell
87,383
-6,008
-6% -$761K 0.88% 31
2022
Q3 		$9.76M Buy
93,391
+3,418
+4% +$392K 0.77% 37
2022
Q2 		$10.1M Buy
89,973
+747
+0.8% +$92.6K 0.78% 35
2022
Q1 		$12.2M Sell
89,226
-257
-0.3% -$37.9K 0.84% 26
2021
Q4 		$14.2M Buy
89,483
+299
+0.3% +$49.1K 0.94% 22
2021
Q3 		$14.6M Buy
89,184
+1,796
+2% +$282K 1.09% 19
2021
Q2 		$13.3M Hold
87,388
– – 1.08% 23
2021
Q1 		$13.3M Sell
87,388
-579
-0.7% -$83.3K 1.08% 23
2020
Q4 		$11.2M Sell
87,967
-735
-0.8% -$82.2K 0.97% 25
2020
Q3 		$8.54M Sell
88,702
-587
-0.7% -$57.6K 0.74% 37
2020
Q2 		$8.4M Buy
89,289
+2,019
+2% +$192K 0.82% 32
2020
Q1 		$7.86M Sell
87,270
-298
-0.3% -$36.2K 0.91% 28
2019
Q4 		$12.2M Buy
87,568
+2,508
+3% +$322K 1.14% 21
2019
Q3 		$10M Buy
85,060
+846
+1% +$95.7K 1.03% 24
2019
Q2 		$9.41M Buy
84,214
+55
+0.1% +$6.06K 0.99% 25
2019
Q1 		$8.52M Sell
84,159
-436
-0.5% -$44.9K 0.95% 24
2018
Q4 		$8.26M Buy
84,595
+1,693
+2% +$180K 1.04% 22
2018
Q3 		$9.36M Sell
82,902
-2,050
-2% -$233K 1.01% 24
2018
Q2 		$8.85M Buy
84,952
+1,213
+1% +$133K 1.01% 24
2018
Q1 		$9.21M Sell
83,739
-1,722
-2% -$195K 1.07% 20
2017
Q4 		$9.14M Buy
85,461
+800
+0.9% +$81K 1.08% 19
2017
Q3 		$8.09M Buy
84,661
+3,206
+4% +$296K 1% 21
2017
Q2 		$7.45M Buy
81,455
+9,823
+14% +$848K 0.94% 22
2017
Q1 		$6.29M Buy
71,632
+12,610
+21% +$1.11M 0.81% 25
2016
Q4 		$5.09M Buy
59,022
+4,673
+9% +$356K 0.7% 30
2016
Q3 		$3.62M Sell
54,349
-1,172
-2% -$76.4K 0.53% 53
2016
Q2 		$3.45M Buy
55,521
+967
+2% +$60.4K 0.51% 55
2016
Q1 		$3.23M Buy
54,554
+2,072
+4% +$121K 0.48% 57
2015
Q4 		$3.46M Buy
52,482
+1,143
+2% +$74.4K 0.51% 49
2015
Q3 		$3.13M Buy
51,339
+705
+1% +$46.2K 0.49% 51
2015
Q2 		$3.43M Hold
50,634
– – 0.53% 48
2015
Q1 		$3.07M Buy
50,634
+2,820
+6% +$167K 0.46% 61
2014
Q4 		$2.99M Hold
47,814
– – 0.46% 59
2014
Q3 		$2.88M Buy
47,814
+500
+1% +$29.2K 0.46% 65
2014
Q2 		$2.73M Buy
47,314
+750
+2% +$42.2K 0.43% 70
2014
Q1 		$2.83M Sell
46,564
-24
-0.1% -$1.39K 0.47% 62
2013
Q4 		$2.72M Sell
46,588
-3,575
-7% -$196K 0.46% 67
2013
Q3 		$2.59M Buy
50,163
+200
+0.4% +$10.7K 0.47% 61
2013
Q2 		$2.64M Buy
+49,963
New +$2.54M 0.49% 55

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Leavell Investment Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $425K and bringing the position to 92,064 shares worth $30.1M. The position accounts for 1.1% of the portfolio, ranked #15.

Leavell Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,458 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Leavell Investment Management held 92,064 shares of JPMorgan Chase worth $30.1M as of Q2 2026.
  • Leavell Investment Management bought 1,369 JPMorgan Chase shares in Q2 2026, an estimated $425K.
  • JPMorgan Chase made up 1.1% of Leavell Investment Management's portfolio in Q2 2026, its #15 holding.
  • Leavell Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,458 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.