Slocum, Gordon & Co
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Slocum, Gordon & Co’s JPMorgan Chase JPM Stock Holding History

Slocum, Gordon & Co’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 		$3.67M Sell
11,101
-35
-0.3% -$12.2K 2.56% 10
2026
Q2 		$3.65M Sell
11,136
-17
-0.2% -$5.28K 2.42% 13
2026
Q1 		$3.28M Sell
11,153
-320
-3% -$97.1K 2.23% 15
2025
Q4 		$3.7M Sell
11,473
-205
-2% -$63.5K 2.68% 12
2025
Q3 		$3.68M Buy
11,678
+305
+3% +$90.7K 2.94% 12
2025
Q2 		$3.3M Sell
11,373
-5,121
-31% -$1.31M 2.66% 14
2025
Q1 		$4.05M Sell
16,494
-150
-0.9% -$38.2K 3.01% 12
2024
Q4 		$3.99M Sell
16,644
-100
-0.6% -$23.3K 3.28% 10
2024
Q3 		$3.53M Buy
16,744
+75
+0.4% +$15.8K 1.42% 18
2024
Q2 		$3.37M Buy
16,669
+19
+0.1% +$3.72K 2.51% 12
2024
Q1 		$3.33M Hold
16,650
– – 2.48% 13
2023
Q4 		$2.83M Hold
16,650
– – 2.49% 13
2023
Q3 		$2.41M Sell
16,650
-1,100
-6% -$165K 2.1% 16
2023
Q2 		$2.58M Buy
17,750
+1,410
+9% +$194K 1.87% 16
2023
Q1 		$2.13M Hold
16,340
– – 1.77% 18
2022
Q4 		$2.19M Buy
+16,340
New +$2.07M 1.41% 20

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Slocum, Gordon & Co's JPM Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its JPMorgan Chase (JPM) stake by 0.31% in Q3 2026, selling an estimated $12.2K and leaving 11,101 shares worth $3.67M. The position accounts for 2.56% of the portfolio, ranked #10.

Slocum, Gordon & Co first reported a position in JPM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.05M in Q1 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Slocum, Gordon & Co held 11,101 shares of JPMorgan Chase worth $3.67M as of Q3 2026.
  • Slocum, Gordon & Co sold 35 JPMorgan Chase shares in Q3 2026, an estimated $12.2K.
  • JPMorgan Chase made up 2.56% of Slocum, Gordon & Co's portfolio in Q3 2026, its #10 holding.
  • Slocum, Gordon & Co first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • Slocum, Gordon & Co's JPMorgan Chase position peaked at $4.05M in Q1 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.