Stanley-Laman Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.6M Buy
7,956
+86
+1% +$26.7K 0.26% 122
2026
Q1
$2.32M Buy
7,870
+320
+4% +$97.1K 0.28% 121
2025
Q4
$2.43M Buy
7,550
+115
+2% +$35.6K 0.31% 113
2025
Q3
$2.35M Buy
7,435
+239
+3% +$71.1K 0.33% 112
2025
Q2
$2.09M Sell
7,196
-4,548
-39% -$1.16M 0.31% 126
2025
Q1
$2.88M Buy
11,744
+198
+2% +$50.5K 0.44% 101
2024
Q4
$2.77M Buy
11,546
+136
+1% +$31.7K 0.39% 112
2024
Q3
$2.41M Buy
11,410
+474
+4% +$99.8K 0.34% 121
2024
Q2
$2.21M Buy
10,936
+919
+9% +$180K 0.32% 120
2024
Q1
$2.01M Buy
10,017
+2
+0% +$361 0.28% 121
2023
Q4
$1.7M Buy
10,015
+6,015
+150% +$912K 0.26% 124
2023
Q3
$580K Hold
4,000
0.1% 167
2023
Q2
$582K Hold
4,000
0.1% 166
2023
Q1
$521K Hold
4,000
0.09% 172
2022
Q4
$536K Hold
4,000
0.1% 165
2022
Q3
$418K Sell
4,000
-21
-0.5% -$2.41K 0.08% 175
2022
Q2
$453K Sell
4,021
-1,827
-31% -$226K 0.08% 197
2022
Q1
$797K Sell
5,848
-69
-1% -$10.2K 0.11% 188
2021
Q4
$937K Buy
5,917
+1
+0% +$164 0.11% 202
2021
Q3
$968K Hold
5,916
0.13% 193
2021
Q2
$920K Buy
5,916
+1,228
+26% +$193K 0.13% 189
2021
Q1
$714K Buy
4,688
+590
+14% +$84.9K 0.12% 196
2020
Q4
$521K Buy
+4,098
New +$458K 0.09% 206
2020
Q3
Sell
-4,031
Closed -$379K 243
2020
Q2
$379K Buy
+4,031
New +$382K 0.09% 200
2017
Q1
Sell
-6,985
Closed -$603K 263
2016
Q4
$603K Sell
6,985
-225
-3% -$17.2K 0.19% 153
2016
Q3
$480K Sell
7,210
-8,775
-55% -$572K 0.2% 143
2016
Q2
$993K Sell
15,985
-363
-2% -$22.7K 0.39% 86
2016
Q1
$968K Sell
16,348
-413
-2% -$24.1K 0.18% 117
2015
Q4
$1.11M Sell
16,761
-90
-0.5% -$5.86K 0.19% 134
2015
Q3
$1.03M Hold
16,851
0.21% 119
2015
Q2
$1.14M Hold
16,851
0.21% 120
2015
Q1
$1.02M Sell
16,851
-3,834
-19% -$227K 0.19% 133
2014
Q4
$1.29M Sell
20,685
-853
-4% -$51.3K 0.25% 108
2014
Q3
$1.3M Sell
21,538
-9,273
-30% -$542K 0.25% 113
2014
Q2
$1.77M Buy
30,811
+4,476
+17% +$252K 0.33% 97
2014
Q1
$1.6M Buy
26,335
+16,014
+155% +$925K 0.28% 113
2013
Q4
$604K Buy
+10,321
New +$565K 0.13% 131

Other funds holding JPM

Stanley-Laman Group's JPM Position: Q2 2026 in Review

Stanley-Laman Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 7,956 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #122.

Stanley-Laman Group first reported a position in JPM in Q4 2013 and has held it in 37 quarters since. The position peaked at $2.88M in Q1 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Stanley-Laman Group held 7,956 shares of JPMorgan Chase worth $2.6M as of Q2 2026.
  • Stanley-Laman Group bought 86 JPMorgan Chase shares in Q2 2026, an estimated $26.7K.
  • JPMorgan Chase made up 0.26% of Stanley-Laman Group's portfolio in Q2 2026, its #122 holding.
  • Stanley-Laman Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 37 quarters since.
  • Stanley-Laman Group's JPMorgan Chase position peaked at $2.88M in Q1 2025.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.