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Letson Investment Management’s JPMorgan Chase JPM Stock Holding History

Letson 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 		$3.38M Sell
10,311
-169
-2% -$52.5K 1.24% 24
2026
Q1 		$3.08M Sell
10,480
-234
-2% -$71K 1.18% 26
2025
Q4 		$3.45M Sell
10,714
-78
-0.7% -$24.1K 1.27% 25
2025
Q3 		$3.4M Sell
10,792
-64
-0.6% -$19K 1.22% 24
2025
Q2 		$3.15M Buy
10,856
+4
+0% +$1.02K 1.24% 24
2025
Q1 		$2.66M Buy
10,852
+3
+0% +$765 1.07% 27
2024
Q4 		$2.6M Sell
10,849
-39
-0.4% -$9.08K 1.05% 28
2024
Q3 		$2.3M Buy
10,888
+4
+0% +$843 0.9% 32
2024
Q2 		$2.2M Sell
10,884
-70
-0.6% -$13.7K 0.97% 29
2024
Q1 		$2.19M Buy
10,954
+190
+2% +$34.3K 0.93% 29
2023
Q4 		$1.83M Buy
+10,764
New +$1.63M 0.85% 34

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Letson Investment Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $52.5K and leaving 10,311 shares worth $3.38M. The position accounts for 1.24% of the portfolio, ranked #24.

Letson Investment Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Letson Investment Management held 10,311 shares of JPMorgan Chase worth $3.38M as of Q2 2026.
  • Letson Investment Management sold 169 JPMorgan Chase shares in Q2 2026, an estimated $52.5K.
  • JPMorgan Chase made up 1.24% of Letson Investment Management's portfolio in Q2 2026, its #24 holding.
  • Letson Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's JPMorgan Chase position peaked at $3.45M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.