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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
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% +$3.71K 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

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
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

Slocum, Gordon & Co's JPM Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, selling an estimated $5.28K and leaving 11,136 shares worth $3.65M. The position accounts for 2.42% of the portfolio, ranked #13.

Slocum, Gordon & Co first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.05M in Q1 2025. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Slocum, Gordon & Co held 11,136 shares of JPMorgan Chase worth $3.65M as of Q2 2026.
  • Slocum, Gordon & Co sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 2.42% of Slocum, Gordon & Co's portfolio in Q2 2026, its #13 holding.
  • Slocum, Gordon & Co first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's JPMorgan Chase position peaked at $4.05M in Q1 2025.
  • 2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.