Alan B. Lancz & Associates’s JPMorgan Chase JPM Stock Holding History

Alan B. Lancz & Associates’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	$1.33M	Hold	4,048	–	–	1.15%	19
2026 Q1	$1.19M	Sell	4,048 -358	-8%	-$109K	1.16%	18
2025 Q4	$1.42M	Hold	4,406	–	–	1.25%	16
2025 Q3	$1.39M	Sell	4,406 -50	-1%	-$14.9K	1.26%	16
2025 Q2	$1.29M	Hold	4,456	–	–	1.29%	15
2025 Q1	$1.09M	Sell	4,456 -750	-14%	-$191K	1.16%	18
2024 Q4	$1.25M	Sell	5,206 -300	-5%	-$69.9K	1.27%	16
2024 Q3	$1.16M	Buy	5,506 +1,000	+22%	+$211K	1.06%	21
2024 Q2	$911K	Buy	+4,506	New	+$881K	0.9%	26
2023 Q4	$720K	Hold	4,233	–	–	0.76%	31
2023 Q3	$614K	Hold	4,233	–	–	0.7%	33
2023 Q2	$616K	Hold	4,233	–	–	0.66%	37
2023 Q1	$552K	Hold	4,233	–	–	0.57%	43
2022 Q4	$605K	Hold	4,233	–	–	0.61%	37
2022 Q3	$442K	Hold	4,233	–	–	0.52%	52
2022 Q2	$488K	Sell	4,233 -84	-2%	-$10.4K	0.48%	56
2022 Q1	$588K	Hold	4,317	–	–	0.52%	58
2021 Q4	$684K	Buy	+4,317	New	+$709K	0.6%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alan B. Lancz & Associates's JPM Position: Q2 2026 in Review

Alan B. Lancz & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,048 shares worth $1.33M. The position accounts for 1.15% of the portfolio, ranked #19.

Alan B. Lancz & Associates first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Alan B. Lancz & Associates held 4,048 shares of JPMorgan Chase worth $1.33M as of Q2 2026.
Alan B. Lancz & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.15% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #19 holding.
Alan B. Lancz & Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's JPMorgan Chase position peaked at $1.42M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.