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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
Q3 		$1.32M Buy
3,987
+29
+0.7% +$10.1K 0.26% 44
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Richard P. Slaughter Associates's JPM Position: Q3 2026 in Review

Richard P. Slaughter Associates increased its JPMorgan Chase (JPM) stake by 0.73% in Q3 2026, buying an estimated $10.1K and bringing the position to 3,987 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #44.

Richard P. Slaughter Associates first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.25M in Q4 2024. 490 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Richard P. Slaughter Associates held 3,987 shares of JPMorgan Chase worth $1.32M as of Q3 2026.
  • Richard P. Slaughter Associates bought 29 JPMorgan Chase shares in Q3 2026, an estimated $10.1K.
  • JPMorgan Chase made up 0.26% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #44 holding.
  • Richard P. Slaughter Associates first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Richard P. Slaughter Associates's JPMorgan Chase position peaked at $5.25M in Q4 2024.
  • 490 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.