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Loudon Investment Management’s JPMorgan Chase JPM Stock Holding History

Loudon 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 		$4.26M Sell
13,005
-50
-0.4% -$15.5K 2.09% 17
2026
Q1 		$3.84M Sell
13,055
-600
-4% -$182K 2.07% 20
2025
Q4 		$4.4M Sell
13,655
-100
-0.7% -$31K 2.3% 15
2025
Q3 		$4.34M Sell
13,755
-78
-0.6% -$23.2K 2.27% 14
2025
Q2 		$4.01M Sell
13,833
-2,880
-17% -$735K 2.22% 12
2025
Q1 		$4.1M Buy
16,713
+585
+4% +$149K 2.34% 16
2024
Q4 		$3.87M Sell
16,128
-100
-0.6% -$23.3K 2.2% 16
2024
Q3 		$3.42M Sell
16,228
-75
-0.5% -$15.8K 1.88% 20
2024
Q2 		$3.3M Hold
16,303
– – 1.94% 20
2024
Q1 		$3.27M Hold
16,303
– – 1.88% 19
2023
Q4 		$2.77M Sell
16,303
-68
-0.4% -$10.3K 1.71% 21
2023
Q3 		$2.37M Sell
16,371
-947
-5% -$142K 1.63% 22
2023
Q2 		$2.52M Sell
17,318
-221
-1% -$30.4K 1.66% 22
2023
Q1 		$2.29M Hold
17,539
– – 1.58% 22
2022
Q4 		$2.35M Buy
17,539
+2,648
+18% +$336K 1.7% 23
2022
Q3 		$1.56M Buy
14,891
+7,541
+103% +$865K 1.24% 30
2022
Q2 		$828K Sell
7,350
-1,870
-20% -$232K 0.62% 47
2022
Q1 		$1.26M Buy
9,220
+1,975
+27% +$292K 0.83% 37
2021
Q4 		$1.15M Sell
7,245
-300
-4% -$49.3K 0.73% 39
2021
Q3 		$1.24M Buy
7,545
+103
+1% +$16.1K 0.88% 38
2021
Q2 		$1.16M Sell
7,442
-8
-0.1% -$1.26K 0.79% 41
2021
Q1 		$1.13M Buy
+7,450
New +$1.07M 0.81% 37

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

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

Loudon Investment Management reduced its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, selling an estimated $15.5K and leaving 13,005 shares worth $4.26M. The position accounts for 2.09% of the portfolio, ranked #17.

Loudon Investment Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.4M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Loudon Investment Management held 13,005 shares of JPMorgan Chase worth $4.26M as of Q2 2026.
  • Loudon Investment Management sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 2.09% of Loudon Investment Management's portfolio in Q2 2026, its #17 holding.
  • Loudon Investment Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Loudon Investment Management's JPMorgan Chase position peaked at $4.4M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.