Mogy Joel R Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Mogy Joel R 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	$995K	Hold	3,040	–	–	0.06%	67
2026 Q1	$894K	Sell	3,040 -75	-2%	-$22.8K	0.06%	65
2025 Q4	$1M	Buy	3,115 +14	+0.5%	+$4.33K	0.05%	66
2025 Q3	$978K	Sell	3,101 -50	-2%	-$14.9K	0.05%	65
2025 Q2	$914K	Hold	3,151	–	–	0.05%	65
2025 Q1	$773K	Sell	3,151 -815	-21%	-$208K	0.05%	70
2024 Q4	$951K	Hold	3,966	–	–	0.06%	71
2024 Q3	$836K	Sell	3,966 -500	-11%	-$105K	0.05%	71
2024 Q2	$903K	Sell	4,466 -1,058	-19%	-$207K	0.06%	69
2024 Q1	$1.11M	Buy	5,524 +1,558	+39%	+$281K	0.08%	64
2023 Q4	$675K	Hold	3,966	–	–	0.05%	73
2023 Q3	$575K	Hold	3,966	–	–	0.05%	77
2023 Q2	$577K	Sell	3,966 -175	-4%	-$24.1K	0.05%	86
2023 Q1	$540K	Hold	4,141	–	–	0.05%	88
2022 Q4	$555K	Hold	4,141	–	–	0.06%	82
2022 Q3	$433K	Hold	4,141	–	–	0.05%	87
2022 Q2	$466K	Sell	4,141 -125	-3%	-$15.5K	0.05%	88
2022 Q1	$582K	Sell	4,266 -177	-4%	-$26.1K	0.05%	86
2021 Q4	$704K	Hold	4,443	–	–	0.05%	84
2021 Q3	$727K	Hold	4,443	–	–	0.06%	82
2021 Q2	$691K	Hold	4,443	–	–	0.06%	84
2021 Q1	$676K	Hold	4,443	–	–	0.07%	84
2020 Q4	$565K	Sell	4,443 -1,900	-30%	-$212K	0.06%	85
2020 Q3	$611K	Sell	6,343 -221	-3%	-$21.7K	0.07%	84
2020 Q2	$617K	Hold	6,564	–	–	0.07%	81
2020 Q1	$591K	Hold	6,564	–	–	0.08%	80
2019 Q4	$915K	Hold	6,564	–	–	0.11%	80
2019 Q3	$773K	Sell	6,564 -100	-2%	-$11.3K	0.1%	83
2019 Q2	$745K	Hold	6,664	–	–	0.1%	82
2019 Q1	$675K	Hold	6,664	–	–	0.09%	83
2018 Q4	$651K	Sell	6,664 -390	-6%	-$41.6K	0.1%	84
2018 Q3	$796K	Buy	7,054 +390	+6%	+$44.3K	0.11%	82
2018 Q2	$694K	Buy	6,664 +321	+5%	+$35.2K	0.1%	82
2018 Q1	$698K	Hold	6,343	–	–	0.11%	86
2017 Q4	$678K	Hold	6,343	–	–	0.11%	89
2017 Q3	$606K	Hold	6,343	–	–	0.1%	92
2017 Q2	$580K	Hold	6,343	–	–	0.1%	92
2017 Q1	$557K	Hold	6,343	–	–	0.1%	92
2016 Q4	$547K	Hold	6,343	–	–	0.1%	95
2016 Q3	$422K	Hold	6,343	–	–	0.08%	99
2016 Q2	$394K	Hold	6,343	–	–	0.07%	105
2016 Q1	$376K	Buy	6,343 +5,709	+900%	+$333K	0.07%	106
2015 Q4	$419	Sell	634 -5,709	-90%	-$372K	0.08%	101
2015 Q3	$387K	Sell	6,343 -401	-6%	-$26.3K	0.08%	107
2015 Q2	$457K	Sell	6,744 -131	-2%	-$8.55K	0.09%	105
2015 Q1	$416K	Hold	6,875	–	–	0.08%	108
2014 Q4	$430K	Sell	6,875 -120	-2%	-$7.22K	0.08%	111
2014 Q3	$421K	Sell	6,995 -3,145	-31%	-$184K	0.08%	111
2014 Q2	$584K	Hold	10,140	–	–	0.12%	99
2014 Q1	$616K	Buy	10,140 +120	+1%	+$6.93K	0.13%	95
2013 Q4	$586K	Hold	10,020	–	–	0.12%	98
2013 Q3	$518K	Hold	10,020	–	–	0.12%	101
2013 Q2	$529K	Buy	+10,020	New	+$509K	0.13%	97

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mogy Joel R Investment Counsel's JPM Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,040 shares worth $995K. The position accounts for 0.06% of the portfolio, ranked #67.

Mogy Joel R Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11M in Q1 2024. 2,631 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mogy Joel R Investment Counsel held 3,040 shares of JPMorgan Chase worth $995K as of Q2 2026.
Mogy Joel R Investment Counsel left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #67 holding.
Mogy Joel R Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's JPMorgan Chase position peaked at $1.11M in Q1 2024.
2,631 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.