LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1167487
BOSTON, MA
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,055,959
+$208,341 QoQ
Shares Held
6,281
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,944
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $8,682,575 across 4 Banks - Diversified names. JPM ranks #3 (23.7% of the industry book) .
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055,959 | 6,281 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,847,618 | 6,281 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,509,922 | 4,686 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,478,104 | 4,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,385,479 | 4,779 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,441,382 | 5,876 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,153,724 | 4,813 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,079,814 | 5,121 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,029,705 | 5,091 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,477,613 | 7,377 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,253,126 | 7,367 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,748,941 | 12,060 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,949,332 | 13,403 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,046,518 | 15,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,471,597 | 18,431 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,926,039 | 18,431 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,075,514 | 18,431 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,932,608 | 14,177 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,603,135 | 10,124 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,606,781 | 9,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,526,780 | 9,816 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,313,743 | 15,199 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,218,642 | 17,460 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||