CLIP
JPM icon

Colter Lewis Investment Partners’s JPMorgan Chase JPM Stock Holding History

Colter Lewis Investment Partners’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 		$916K Sell
2,798
-3,790
-58% -$1.18M 0.41% 40
2026
Q1 		$1.94M Buy
6,588
+2,387
+57% +$724K 1.82% 13
2025
Q4 		$1.35M Buy
+4,201
New +$1.3M 1.57% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Colter Lewis Investment Partners's JPM Position: Q2 2026 in Review

Colter Lewis Investment Partners reduced its JPMorgan Chase (JPM) stake by 58% in Q2 2026, selling an estimated $1.18M and leaving 2,798 shares worth $916K. The position accounts for 0.41% of the portfolio, ranked #40.

Colter Lewis Investment Partners first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q1 2026. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Colter Lewis Investment Partners held 2,798 shares of JPMorgan Chase worth $916K as of Q2 2026.
  • Colter Lewis Investment Partners sold 3,790 JPMorgan Chase shares in Q2 2026, an estimated $1.18M.
  • JPMorgan Chase made up 0.41% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #40 holding.
  • Colter Lewis Investment Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's JPMorgan Chase position peaked at $1.94M in Q1 2026.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.