LIM
JPM icon

Longfellow Investment Management’s JPMorgan Chase JPM Stock Holding History

Longfellow 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 		$2.06M Hold
6,281
– – 0.42% 48
2026
Q1 		$1.85M Buy
6,281
+1,595
+34% +$484K 0.39% 51
2025
Q4 		$1.51M Hold
4,686
– – 0.34% 40
2025
Q3 		$1.48M Sell
4,686
-93
-2% -$27.7K 0.35% 46
2025
Q2 		$1.39M Sell
4,779
-1,097
-19% -$280K 0.34% 50
2025
Q1 		$1.44M Buy
5,876
+1,063
+22% +$271K 0.35% 36
2024
Q4 		$1.15M Sell
4,813
-308
-6% -$71.7K 0.3% 44
2024
Q3 		$1.08M Buy
5,121
+30
+0.6% +$6.32K 0.27% 56
2024
Q2 		$1.03M Sell
5,091
-2,286
-31% -$447K 0.26% 53
2024
Q1 		$1.48M Buy
7,377
+10
+0.1% +$1.8K 0.33% 35
2023
Q4 		$1.25M Sell
7,367
-4,693
-39% -$711K 0.31% 40
2023
Q3 		$1.75M Sell
12,060
-1,343
-10% -$201K 0.46% 34
2023
Q2 		$1.95M Sell
13,403
-2,302
-15% -$317K 0.45% 33
2023
Q1 		$2.05M Sell
15,705
-2,726
-15% -$374K 0.47% 27
2022
Q4 		$2.47M Hold
18,431
– – 0.56% 28
2022
Q3 		$1.93M Hold
18,431
– – 0.39% 55
2022
Q2 		$2.08M Buy
18,431
+4,254
+30% +$527K 0.45% 35
2022
Q1 		$1.93M Buy
14,177
+4,053
+40% +$598K 0.31% 85
2021
Q4 		$1.6M Buy
10,124
+308
+3% +$50.6K 0.26% 101
2021
Q3 		$1.61M Hold
9,816
– – 0.26% 88
2021
Q2 		$1.53M Sell
9,816
-5,383
-35% -$845K 0.22% 103
2021
Q1 		$2.31M Sell
15,199
-2,261
-13% -$325K 0.28% 82
2020
Q4 		$2.22M Buy
+17,460
New +$1.95M 0.27% 89
2014
Q4 		– Sell
-2,702
Closed -$162K – 51
2014
Q3 		$162K Hold
2,702
– – 0.04% 47
2014
Q2 		$156K Hold
2,702
– – 0.03% 47
2014
Q1 		$165K Hold
2,702
– – 0.03% 51
2013
Q4 		$157K Hold
2,702
– – 0.03% 64
2013
Q3 		$140K Buy
2,702
+702
+35% +$37.7K 0.02% 62
2013
Q2 		$106K Buy
+2,000
New +$102K 0.02% 64

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

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

Longfellow Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,281 shares worth $2.06M. The position accounts for 0.42% of the portfolio, ranked #48.

Longfellow Investment Management first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.47M in Q4 2022. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Longfellow Investment Management held 6,281 shares of JPMorgan Chase worth $2.06M as of Q2 2026.
  • Longfellow Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.42% of Longfellow Investment Management's portfolio in Q2 2026, its #48 holding.
  • Longfellow Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
  • Longfellow Investment Management's JPMorgan Chase position peaked at $2.47M in Q4 2022.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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