Thomas Story & Son’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 | $1.4M | Sell |
4,290
-39
| -0.9% | -$12.1K | 0.5% | 31 |
|
|
2026
Q1 | $1.27M | Sell |
4,329
-11
| -0.3% | -$3.34K | 0.49% | 29 |
|
|
2025
Q4 | $1.4M | Sell |
4,340
-72
| -2% | -$22.3K | 0.52% | 32 |
|
|
2025
Q3 | $1.39M | Buy |
4,412
+472
| +12% | +$140K | 0.51% | 33 |
|
|
2025
Q2 | $1.14M | Hold |
3,940
| – | – | 0.44% | 34 |
|
|
2025
Q1 | $966K | Hold |
3,940
| – | – | 0.38% | 34 |
|
|
2024
Q4 | $944K | Hold |
3,940
| – | – | 0.4% | 34 |
|
|
2024
Q3 | $831K | Hold |
3,940
| – | – | 0.34% | 36 |
|
|
2024
Q2 | $797K | Hold |
3,940
| – | – | 0.34% | 38 |
|
|
2024
Q1 | $789K | Hold |
3,940
| – | – | 0.33% | 37 |
|
|
2023
Q4 | $670K | Hold |
3,940
| – | – | 0.31% | 39 |
|
|
2023
Q3 | $571K | Buy |
3,940
+58
| +1% | +$8.69K | 0.28% | 42 |
|
|
2023
Q2 | $565K | Sell |
3,882
-83
| -2% | -$11.4K | 0.26% | 42 |
|
|
2023
Q1 | $517K | Hold |
3,965
| – | – | 0.25% | 40 |
|
|
2022
Q4 | $532K | Buy |
3,965
+41
| +1% | +$5.2K | 0.27% | 40 |
|
|
2022
Q3 | $410K | Hold |
3,924
| – | – | 0.22% | 43 |
|
|
2022
Q2 | $442K | Hold |
3,924
| – | – | 0.21% | 44 |
|
|
2022
Q1 | $535K | Hold |
3,924
| – | – | 0.21% | 44 |
|
|
2021
Q4 | $621K | Hold |
3,924
| – | – | 0.24% | 43 |
|
|
2021
Q3 | $642K | Hold |
3,924
| – | – | 0.26% | 44 |
|
|
2021
Q2 | $610K | Hold |
3,924
| – | – | 0.23% | 46 |
|
|
2021
Q1 | $597K | Buy |
3,924
+42
| +1% | +$6.04K | 0.23% | 45 |
|
|
2020
Q4 | $493K | Hold |
3,882
| – | – | 0.2% | 45 |
|
|
2020
Q3 | $374K | Hold |
3,882
| – | – | 0.17% | 47 |
|
|
2020
Q2 | $365K | Hold |
3,882
| – | – | 0.17% | 46 |
|
|
2020
Q1 | $349K | Hold |
3,882
| – | – | 0.2% | 45 |
|
|
2019
Q4 | $541K | Hold |
3,882
| – | – | 0.27% | 39 |
|
|
2019
Q3 | $457K | Hold |
3,882
| – | – | 0.24% | 43 |
|
|
2019
Q2 | $434K | Buy |
3,882
+1,200
| +45% | +$132K | 0.22% | 42 |
|
|
2019
Q1 | $271K | Hold |
2,682
| – | – | 0.14% | 46 |
|
|
2018
Q4 | $262K | Hold |
2,682
| – | – | 0.16% | 46 |
|
|
2018
Q3 | $303K | Hold |
2,682
| – | – | 0.16% | 46 |
|
|
2018
Q2 | $279K | Hold |
2,682
| – | – | 0.16% | 46 |
|
|
2018
Q1 | $295K | Hold |
2,682
| – | – | 0.17% | 46 |
|
|
2017
Q4 | $287K | Hold |
2,682
| – | – | 0.16% | 47 |
|
|
2017
Q3 | $256K | Hold |
2,682
| – | – | 0.14% | 48 |
|
|
2017
Q2 | $245K | Hold |
2,682
| – | – | 0.15% | 48 |
|
|
2017
Q1 | $236K | Sell |
2,682
-100
| -4% | -$8.82K | 0.13% | 48 |
|
|
2016
Q4 | $240K | Buy |
+2,782
| New | +$212K | 0.14% | 46 |
|
|
2014
Q1 | – | Sell |
-3,589
| Closed | -$210K | – | 63 |
|
|
2013
Q4 | $210K | Buy |
+3,589
| New | +$197K | 0.12% | 62 |
|
|
2013
Q3 | – | Sell |
-3,889
| Closed | -$205K | – | 62 |
|
|
2013
Q2 | $205K | Buy |
+3,889
| New | +$198K | 0.13% | 63 |
|
Other funds holding JPM
RG
TWC
Thomas Story & Son's JPM Position: Q2 2026 in Review
Thomas Story & Son reduced its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, selling an estimated $12.1K and leaving 4,290 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #31.
Thomas Story & Son first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. 2,532 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Thomas Story & Son held 4,290 shares of JPMorgan Chase worth $1.4M as of Q2 2026.
- Thomas Story & Son sold 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
- JPMorgan Chase made up 0.5% of Thomas Story & Son's portfolio in Q2 2026, its #31 holding.
- Thomas Story & Son first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
- 2,532 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.