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Longbow Finance’s JPMorgan Chase JPM Stock Holding History

Longbow Finance’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 		$10.5M Sell
35,530
-11,416
-24% -$3.46M 1.89% 13
2025
Q4 		$15.1M Sell
46,946
-39,462
-46% -$12.2M 2.56% 8
2025
Q3 		$27.3M Hold
86,408
– – 2.69% 8
2025
Q2 		$25.1M Hold
86,408
– – 2.67% 8
2025
Q1 		$21.2M Sell
86,408
-18,556
-18% -$4.73M 2.54% 11
2024
Q4 		$25.2M Sell
104,964
-3,997
-4% -$931K 2.75% 8
2024
Q3 		$23M Buy
108,961
+1,121
+1% +$236K 2.45% 9
2024
Q2 		$21.8M Sell
107,840
-6,586
-6% -$1.29M 2.25% 8
2024
Q1 		$22.9M Sell
114,426
-11,198
-9% -$2.02M 2.32% 9
2023
Q4 		$21.4M Buy
125,624
+5,779
+5% +$876K 2.17% 11
2023
Q3 		$17.4M Sell
119,845
-390
-0.3% -$58.5K 2.09% 13
2023
Q2 		$17.5M Buy
120,235
+38,014
+46% +$5.23M 2.04% 13
2023
Q1 		$10.7M Sell
82,221
-78,935
-49% -$10.8M 1.35% 30
2022
Q4 		$21.6M Buy
+161,156
New +$20.4M 2.91% 6

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Longbow Finance's JPM Position: Q1 2026 in Review

Longbow Finance reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $3.46M and leaving 35,530 shares worth $10.5M. The position accounts for 1.89% of the portfolio, ranked #13.

Longbow Finance first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.3M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Longbow Finance held 35,530 shares of JPMorgan Chase worth $10.5M as of Q1 2026.
  • Longbow Finance sold 11,416 JPMorgan Chase shares in Q1 2026, an estimated $3.46M.
  • JPMorgan Chase made up 1.89% of Longbow Finance's portfolio in Q1 2026, its #13 holding.
  • Longbow Finance first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Longbow Finance's JPMorgan Chase position peaked at $27.3M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.