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Richard P. Slaughter Associates’s JPMorgan Chase JPM Stock Holding History

Richard P. Slaughter Associates’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 		$1.3M Sell
3,958
-3,062
-44% -$951K 0.25% 45
2026
Q1 		$2.07M Sell
7,020
-167
-2% -$50.7K 0.45% 33
2025
Q4 		$2.32M Sell
7,187
-341
-5% -$106K 0.49% 33
2025
Q3 		$2.37M Sell
7,528
-5,816
-44% -$1.73M 0.51% 34
2025
Q2 		$3.87M Sell
13,344
-1,106
-8% -$282K 0.79% 25
2025
Q1 		$3.54M Sell
14,450
-7,468
-34% -$1.9M 0.83% 20
2024
Q4 		$5.25M Sell
21,918
-671
-3% -$156K 1.18% 18
2024
Q3 		$4.76M Sell
22,589
-407
-2% -$85.7K 1.11% 21
2024
Q2 		$4.65M Sell
22,996
-380
-2% -$74.3K 1.1% 21
2024
Q1 		$4.68M Sell
23,376
-3,035
-11% -$548K 1.12% 18
2023
Q4 		$4.49M Buy
26,411
+15,825
+149% +$2.4M 1.11% 18
2023
Q3 		$1.54M Buy
10,586
+467
+5% +$70K 0.41% 68
2023
Q2 		$1.47M Buy
10,119
+216
+2% +$29.7K 0.42% 68
2023
Q1 		$1.29M Buy
9,903
+30
+0.3% +$4.11K 0.42% 80
2022
Q4 		$1.32M Sell
9,873
-248
-2% -$31.4K 0.42% 77
2022
Q3 		$1.06M Buy
10,121
+1,284
+15% +$147K 0.44% 82
2022
Q2 		$995K Buy
8,837
+624
+8% +$77.3K 0.44% 86
2022
Q1 		$1.12M Buy
8,213
+509
+7% +$75.1K 0.41% 86
2021
Q4 		$1.22M Sell
7,704
-116
-1% -$19.1K 0.43% 78
2021
Q3 		$1.28M Buy
7,820
+648
+9% +$102K 0.51% 69
2021
Q2 		$1.11M Buy
7,172
+186
+3% +$29.2K 0.43% 78
2021
Q1 		$1.06M Sell
6,986
-2,943
-30% -$423K 0.44% 79
2020
Q4 		$1.26M Buy
9,929
+227
+2% +$25.4K 0.53% 51
2020
Q3 		$934K Sell
9,702
-661
-6% -$64.9K 0.43% 71
2020
Q2 		$975K Buy
10,363
+88
+0.9% +$8.35K 0.42% 69
2020
Q1 		$925K Buy
10,275
+950
+10% +$115K 0.48% 63
2019
Q4 		$1.3M Buy
+9,325
New +$1.2M 0.52% 62

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

Richard P. Slaughter Associates's JPM Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its JPMorgan Chase (JPM) stake by 44% in Q2 2026, selling an estimated $951K and leaving 3,958 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #45.

Richard P. Slaughter Associates first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.25M in Q4 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Richard P. Slaughter Associates held 3,958 shares of JPMorgan Chase worth $1.3M as of Q2 2026.
  • Richard P. Slaughter Associates sold 3,062 JPMorgan Chase shares in Q2 2026, an estimated $951K.
  • JPMorgan Chase made up 0.25% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #45 holding.
  • Richard P. Slaughter Associates first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Richard P. Slaughter Associates's JPMorgan Chase position peaked at $5.25M in Q4 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.