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Owen LaRue’s JPMorgan Chase JPM Stock Holding History

Owen LaRue’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 		$6.63M Sell
20,259
-8,054
-28% -$2.5M 2.31% 9
2026
Q1 		$8.33M Sell
28,313
-2,165
-7% -$657K 3.2% 7
2025
Q4 		$9.82M Sell
30,478
-405
-1% -$125K 3.74% 6
2025
Q3 		$9.74M Sell
30,883
-7,120
-19% -$2.12M 3.83% 7
2025
Q2 		$11M Buy
38,003
+793
+2% +$202K 4.68% 4
2025
Q1 		$9.13M Buy
37,210
+1,060
+3% +$270K 4.55% 5
2024
Q4 		$8.67M Buy
36,150
+116
+0.3% +$27K 4.53% 6
2024
Q3 		$7.6M Sell
36,034
-1,329
-4% -$280K 4.04% 5
2024
Q2 		$7.56M Sell
37,363
-2,428
-6% -$475K 4.68% 6
2024
Q1 		$7.97M Buy
39,791
+12,434
+45% +$2.24M 4.99% 4
2023
Q4 		$4.65M Buy
27,357
+2,168
+9% +$329K 4.43% 5
2023
Q3 		$3.65M Buy
25,189
+10,436
+71% +$1.56M 4.02% 6
2023
Q2 		$2.16M Sell
14,753
-2,290
-13% -$315K 2.27% 13
2023
Q1 		$2.32M Hold
17,043
– – 2.51% 14
2022
Q4 		$2.32M Buy
+17,043
New +$2.16M 2.51% 14

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Owen LaRue's JPM Position: Q2 2026 in Review

Owen LaRue reduced its JPMorgan Chase (JPM) stake by 28% in Q2 2026, selling an estimated $2.5M and leaving 20,259 shares worth $6.63M. The position accounts for 2.31% of the portfolio, ranked #9.

Owen LaRue first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q2 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Owen LaRue held 20,259 shares of JPMorgan Chase worth $6.63M as of Q2 2026.
  • Owen LaRue sold 8,054 JPMorgan Chase shares in Q2 2026, an estimated $2.5M.
  • JPMorgan Chase made up 2.31% of Owen LaRue's portfolio in Q2 2026, its #9 holding.
  • Owen LaRue first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Owen LaRue's JPMorgan Chase position peaked at $11M in Q2 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.