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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
Q2 		$15.3M Buy
46,628
+11,098
+31% +$3.45M 1.95% 16
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Longbow Finance's JPM Position: Q2 2026 in Review

Longbow Finance increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $3.45M and bringing the position to 46,628 shares worth $15.3M. The position accounts for 1.95% of the portfolio, ranked #16.

Longbow Finance first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.3M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Longbow Finance held 46,628 shares of JPMorgan Chase worth $15.3M as of Q2 2026.
  • Longbow Finance bought 11,098 JPMorgan Chase shares in Q2 2026, an estimated $3.45M.
  • JPMorgan Chase made up 1.95% of Longbow Finance's portfolio in Q2 2026, its #16 holding.
  • Longbow Finance first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Longbow Finance's JPMorgan Chase position peaked at $27.3M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.