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SlateStone Wealth’s JPMorgan Chase JPM Stock Holding History

SlateStone Wealth’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 		$25.4M Buy
77,730
+960
+1% +$298K 1.95% 9
2026
Q1 		$22.6M Sell
76,770
-1,225
-2% -$372K 1.86% 9
2025
Q4 		$25.1M Buy
77,995
+766
+1% +$237K 2.1% 8
2025
Q3 		$24.4M Sell
77,229
-394
-0.5% -$117K 2.11% 7
2025
Q2 		$22.5M Buy
77,623
+2,906
+4% +$742K 2.1% 7
2025
Q1 		$18.3M Buy
74,717
+1,685
+2% +$430K 1.84% 7
2024
Q4 		$17.5M Buy
73,032
+1,156
+2% +$269K 1.72% 9
2024
Q3 		$15.2M Buy
71,876
+25,031
+53% +$5.27M 1.36% 14
2024
Q2 		$9.47M Sell
46,845
-21,259
-31% -$4.16M 1.03% 22
2024
Q1 		$13.6M Buy
68,104
+24,257
+55% +$4.38M 1.37% 15
2023
Q4 		$7.46M Buy
43,847
+2,986
+7% +$453K 0.97% 26
2023
Q3 		$5.93M Buy
40,861
+27,821
+213% +$4.17M 0.86% 30
2023
Q2 		$1.9M Sell
13,040
-278
-2% -$38.2K 0.36% 60
2023
Q1 		$1.74M Buy
13,318
+1,650
+14% +$226K 0.36% 66
2022
Q4 		$1.56M Sell
11,668
-429
-4% -$54.4K 0.38% 61
2022
Q3 		$1.26M Sell
12,097
-5,597
-32% -$642K 0.34% 65
2022
Q2 		$1.99M Sell
17,694
-4,088
-19% -$506K 0.51% 44
2022
Q1 		$2.97M Sell
21,782
-1,973
-8% -$291K 0.66% 36
2021
Q4 		$3.76M Buy
23,755
+701
+3% +$115K 0.8% 31
2021
Q3 		$3.77M Sell
23,054
-288
-1% -$45.2K 0.86% 29
2021
Q2 		$3.63M Sell
23,342
-1,538
-6% -$242K 0.83% 31
2021
Q1 		$3.79M Buy
24,880
+318
+1% +$45.8K 0.94% 27
2020
Q4 		$3.12M Sell
24,562
-15,500
-39% -$1.73M 0.78% 32
2020
Q3 		$3.86M Buy
40,062
+960
+2% +$94.3K 0.83% 33
2020
Q2 		$3.68M Buy
39,102
+3,844
+11% +$365K 0.82% 28
2020
Q1 		$3.17M Sell
35,258
-241
-0.7% -$29.3K 0.9% 30
2019
Q4 		$4.95M Buy
35,499
+1,537
+5% +$197K 1.13% 25
2019
Q3 		$4M Sell
33,962
-1,613
-5% -$182K 1.17% 24
2019
Q2 		$3.98M Sell
35,575
-322
-0.9% -$35.5K 1.12% 25
2019
Q1 		$3.63M Buy
35,897
+20,016
+126% +$2.06M 1.12% 28
2018
Q4 		$1.55M Buy
+15,881
New +$1.69M 0.71% 39

Other funds holding JPM

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SlateStone Wealth's JPM Position: Q2 2026 in Review

SlateStone Wealth increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $298K and bringing the position to 77,730 shares worth $25.4M. The position accounts for 1.95% of the portfolio, ranked #9.

SlateStone Wealth first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SlateStone Wealth held 77,730 shares of JPMorgan Chase worth $25.4M as of Q2 2026.
  • SlateStone Wealth bought 960 JPMorgan Chase shares in Q2 2026, an estimated $298K.
  • JPMorgan Chase made up 1.95% of SlateStone Wealth's portfolio in Q2 2026, its #9 holding.
  • SlateStone Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.