Long Road Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Long Road Investment Counsel’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 Q1	$1.16M	Hold	3,932	–	–	0.45%	47
2025 Q4	$1.27M	Buy	3,932 +500	+15%	+$155K	0.48%	46
2025 Q3	$1.08M	Hold	3,432	–	–	0.38%	49
2025 Q2	$995K	Hold	3,432	–	–	0.37%	50
2025 Q1	$842K	Buy	+3,432	New	+$875K	0.33%	52
2022 Q2	–	Sell	-2,232	Closed	-$304K	–	72
2022 Q1	$304K	Buy	+2,232	New	+$329K	0.14%	66
2020 Q1	–	Sell	-2,032	Closed	-$283K	–	67
2019 Q4	$283K	Buy	+2,032	New	+$261K	0.17%	62
2018 Q4	–	Sell	-2,032	Closed	-$229K	–	66
2018 Q3	$229K	Hold	2,032	–	–	0.15%	65
2018 Q2	$212K	Sell	2,032 -1,700	-46%	-$186K	0.15%	68
2018 Q1	$410K	Hold	3,732	–	–	0.29%	61
2017 Q4	$399K	Hold	3,732	–	–	0.28%	62
2017 Q3	$356K	Hold	3,732	–	–	0.25%	65
2017 Q2	$341K	Sell	3,732 -700	-16%	-$60.4K	0.25%	64
2017 Q1	$389K	Hold	4,432	–	–	0.29%	62
2016 Q4	$382K	Sell	4,432 -400	-8%	-$30.5K	0.29%	60
2016 Q3	$322K	Hold	4,832	–	–	0.25%	61
2016 Q2	$300K	Hold	4,832	–	–	0.24%	62
2016 Q1	$286K	Hold	4,832	–	–	0.22%	63
2015 Q4	$319K	Hold	4,832	–	–	0.26%	60
2015 Q3	$295K	Sell	4,832 -780	-14%	-$51.1K	0.25%	61
2015 Q2	$380K	Hold	5,612	–	–	0.31%	55
2015 Q1	$340K	Hold	5,612	–	–	0.29%	55
2014 Q4	$351K	Buy	+5,612	New	+$338K	0.32%	52

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Road Investment Counsel's JPM Position: Q1 2026 in Review

Long Road Investment Counsel held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,932 shares worth $1.16M. The position accounts for 0.45% of the portfolio, ranked #47.

Long Road Investment Counsel first reported a position in JPM in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Long Road Investment Counsel held 3,932 shares of JPMorgan Chase worth $1.16M as of Q1 2026.
Long Road Investment Counsel left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.45% of Long Road Investment Counsel's portfolio in Q1 2026, its #47 holding.
Long Road Investment Counsel first reported a position in JPMorgan Chase in Q4 2014 and has held it in 23 quarters since.
Long Road Investment Counsel's JPMorgan Chase position peaked at $1.27M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.