Thompson Investment Management’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 | $13.8M | Sell |
42,275
-42
| -0.1% | -$13K | 1.59% | 11 |
|
|
2026
Q1 | $12.4M | Buy |
42,317
+125
| +0.3% | +$37.9K | 1.61% | 9 |
|
|
2025
Q4 | $13.6M | Sell |
42,192
-1,029
| -2% | -$319K | 1.7% | 9 |
|
|
2025
Q3 | $13.6M | Sell |
43,221
-1,942
| -4% | -$578K | 1.82% | 7 |
|
|
2025
Q2 | $13.1M | Sell |
45,163
-2,230
| -5% | -$569K | 1.85% | 7 |
|
|
2025
Q1 | $11.6M | Sell |
47,393
-2,360
| -5% | -$602K | 1.74% | 6 |
|
|
2024
Q4 | $11.9M | Sell |
49,753
-3,814
| -7% | -$888K | 1.71% | 8 |
|
|
2024
Q3 | $11.3M | Sell |
53,567
-1,865
| -3% | -$393K | 1.61% | 12 |
|
|
2024
Q2 | $11.2M | Sell |
55,432
-8,294
| -13% | -$1.62M | 1.73% | 9 |
|
|
2024
Q1 | $12.8M | Sell |
63,726
-11,979
| -16% | -$2.16M | 1.93% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
75,705
-3,924
| -5% | -$595K | 2.07% | 6 |
|
|
2023
Q3 | $11.5M | Sell |
79,629
-2,035
| -2% | -$305K | 2.05% | 4 |
|
|
2023
Q2 | $11.9M | Buy |
81,664
+315
| +0.4% | +$43.3K | 1.93% | 6 |
|
|
2023
Q1 | $10.6M | Buy |
81,349
+235
| +0.3% | +$32.2K | 1.79% | 7 |
|
|
2022
Q4 | $10.9M | Sell |
81,114
-2,068
| -2% | -$262K | 2% | 4 |
|
|
2022
Q3 | $8.69M | Buy |
83,182
+406
| +0.5% | +$46.6K | 1.69% | 8 |
|
|
2022
Q2 | $9.32M | Buy |
82,776
+4,752
| +6% | +$589K | 1.62% | 10 |
|
|
2022
Q1 | $10.6M | Buy |
78,024
+47
| +0.1% | +$6.94K | 1.56% | 13 |
|
|
2021
Q4 | $12.3M | Sell |
77,977
-2,063
| -3% | -$339K | 1.75% | 8 |
|
|
2021
Q3 | $13.1M | Sell |
80,040
-938
| -1% | -$147K | 1.95% | 7 |
|
|
2021
Q2 | $12.6M | Sell |
80,978
-1,015
| -1% | -$159K | 1.82% | 11 |
|
|
2021
Q1 | $12.5M | Sell |
81,993
-1,959
| -2% | -$282K | 1.88% | 10 |
|
|
2020
Q4 | $10.7M | Buy |
83,952
+929
| +1% | +$104K | 1.81% | 9 |
|
|
2020
Q3 | $7.99M | Sell |
83,023
-498
| -0.6% | -$48.9K | 1.5% | 11 |
|
|
2020
Q2 | $7.86M | Sell |
83,521
-73
| -0.1% | -$6.93K | 1.52% | 13 |
|
|
2020
Q1 | $7.53M | Sell |
83,594
-906
| -1% | -$110K | 1.67% | 11 |
|
|
2019
Q4 | $11.8M | Sell |
84,500
-5,664
| -6% | -$726K | 1.91% | 8 |
|
|
2019
Q3 | $10.6M | Sell |
90,164
-656
| -0.7% | -$74.2K | 2.08% | 5 |
|
|
2019
Q2 | $10.2M | Sell |
90,820
-1,530
| -2% | -$169K | 1.98% | 8 |
|
|
2019
Q1 | $9.35M | Sell |
92,350
-579
| -0.6% | -$59.6K | 1.79% | 9 |
|
|
2018
Q4 | $9.07M | Sell |
92,929
-8,367
| -8% | -$891K | 2.13% | 7 |
|
|
2018
Q3 | $11.4M | Sell |
101,296
-1,705
| -2% | -$194K | 2.04% | 8 |
|
|
2018
Q2 | $10.7M | Sell |
103,001
-1,664
| -2% | -$183K | 1.96% | 8 |
|
|
2018
Q1 | $11.5M | Sell |
104,665
-5,669
| -5% | -$642K | 2.15% | 5 |
|
|
2017
Q4 | $11.8M | Sell |
110,334
-4,565
| -4% | -$462K | 2.08% | 7 |
|
|
2017
Q3 | $11M | Sell |
114,899
-1,642
| -1% | -$151K | 2.05% | 7 |
|
|
2017
Q2 | $10.7M | Buy |
116,541
+737
| +0.6% | +$63.6K | 2% | 6 |
|
|
2017
Q1 | $10.2M | Sell |
115,804
-8,105
| -7% | -$715K | 1.94% | 7 |
|
|
2016
Q4 | $10.7M | Sell |
123,909
-18,402
| -13% | -$1.4M | 2.09% | 6 |
|
|
2016
Q3 | $9.48M | Sell |
142,311
-868
| -0.6% | -$56.6K | 1.82% | 8 |
|
|
2016
Q2 | $8.9M | Sell |
143,179
-1,036
| -0.7% | -$64.7K | 1.82% | 8 |
|
|
2016
Q1 | $8.54M | Buy |
144,215
+176
| +0.1% | +$10.3K | 1.78% | 7 |
|
|
2015
Q4 | $9.51M | Sell |
144,039
-2,498
| -2% | -$163K | 1.98% | 7 |
|
|
2015
Q3 | $8.93M | Sell |
146,537
-2,073
| -1% | -$136K | 1.93% | 7 |
|
|
2015
Q2 | $10.1M | Sell |
148,610
-2,277
| -2% | -$149K | 1.93% | 6 |
|
|
2015
Q1 | $9.14M | Buy |
150,887
+3,313
| +2% | +$196K | 1.74% | 8 |
|
|
2014
Q4 | $9.23M | Sell |
147,574
-4,371
| -3% | -$263K | 1.76% | 7 |
|
|
2014
Q3 | $9.19M | Sell |
151,945
-815
| -0.5% | -$47.6K | 1.76% | 8 |
|
|
2014
Q2 | $8.8M | Buy |
152,760
+1,795
| +1% | +$101K | 1.7% | 8 |
|
|
2014
Q1 | $9.16M | Sell |
150,965
-2,225
| -1% | -$129K | 1.83% | 6 |
|
|
2013
Q4 | $8.96M | Buy |
153,190
+997
| +0.7% | +$54.6K | 1.78% | 6 |
|
|
2013
Q3 | $7.87M | Sell |
152,193
-1,015
| -0.7% | -$54.4K | 1.7% | 7 |
|
|
2013
Q2 | $8.09M | Buy |
+153,208
| New | +$7.79M | 1.87% | 7 |
|
Other funds holding JPM
Thompson Investment Management's JPM Position: Q2 2026 in Review
Thompson Investment Management reduced its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, selling an estimated $13K and leaving 42,275 shares worth $13.8M. The position accounts for 1.59% of the portfolio, ranked #11.
Thompson Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Thompson Investment Management held 42,275 shares of JPMorgan Chase worth $13.8M as of Q2 2026.
- Thompson Investment Management sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
- JPMorgan Chase made up 1.59% of Thompson Investment Management's portfolio in Q2 2026, its #11 holding.
- Thompson Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.