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Slagle Financial’s JPMorgan Chase JPM Stock Holding History

Slagle Financial’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 		$6.49M Sell
19,833
-4,149
-17% -$1.29M 1.94% 10
2026
Q1 		$7.05M Buy
23,982
+749
+3% +$227K 2.33% 7
2025
Q4 		$7.49M Buy
23,233
+275
+1% +$85.1K 2.61% 5
2025
Q3 		$7.24M Buy
22,958
+408
+2% +$121K 2.66% 5
2025
Q2 		$6.54M Buy
22,550
+615
+3% +$157K 2.63% 5
2025
Q1 		$5.38M Buy
21,935
+492
+2% +$125K 2.39% 10
2024
Q4 		$5.14M Buy
21,443
+1,252
+6% +$292K 2.31% 8
2024
Q3 		$4.26M Buy
20,191
+1,699
+9% +$358K 1.89% 14
2024
Q2 		$3.74M Buy
18,492
+767
+4% +$150K 1.92% 12
2024
Q1 		$3.55M Sell
17,725
-32,453
-65% -$5.86M 1.93% 11
2023
Q4 		$4.27M Buy
50,178
+24,608
+96% +$3.73M 2.45% 6
2023
Q3 		$3.71M Buy
25,570
+1,256
+5% +$188K 2.27% 8
2023
Q2 		$3.54M Buy
+24,314
New +$3.34M 2.2% 8

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Slagle Financial's JPM Position: Q2 2026 in Review

Slagle Financial reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2026, selling an estimated $1.29M and leaving 19,833 shares worth $6.49M. The position accounts for 1.94% of the portfolio, ranked #10.

Slagle Financial first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.49M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Slagle Financial held 19,833 shares of JPMorgan Chase worth $6.49M as of Q2 2026.
  • Slagle Financial sold 4,149 JPMorgan Chase shares in Q2 2026, an estimated $1.29M.
  • JPMorgan Chase made up 1.94% of Slagle Financial's portfolio in Q2 2026, its #10 holding.
  • Slagle Financial first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • Slagle Financial's JPMorgan Chase position peaked at $7.49M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.