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 Q2	$1.29M	Hold	3,932	–	–	0.47%	44
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Long Road Investment Counsel's JPM Position: Q2 2026 in Review

Long Road Investment Counsel held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,932 shares worth $1.29M. The position accounts for 0.47% of the portfolio, ranked #44.

Long Road Investment Counsel first reported a position in JPM in Q4 2014 and has held it in 24 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Long Road Investment Counsel held 3,932 shares of JPMorgan Chase worth $1.29M as of Q2 2026.
Long Road Investment Counsel left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.47% of Long Road Investment Counsel's portfolio in Q2 2026, its #44 holding.
Long Road Investment Counsel first reported a position in JPMorgan Chase in Q4 2014 and has held it in 24 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Long Road Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.