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Douglas Lane & Associates’s JPMorgan Chase JPM Stock Holding History

Douglas Lane & 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 		$190M Sell
581,483
-15,078
-3% -$4.68M 2.58% 3
2026
Q1 		$175M Sell
596,561
-11,028
-2% -$3.35M 2.53% 3
2025
Q4 		$196M Sell
607,589
-37,744
-6% -$11.7M 2.69% 3
2025
Q3 		$204M Sell
645,333
-55,704
-8% -$16.6M 2.84% 3
2025
Q2 		$203M Sell
701,037
-45,768
-6% -$11.7M 2.95% 2
2025
Q1 		$183M Sell
746,805
-17,207
-2% -$4.39M 2.7% 2
2024
Q4 		$183M Sell
764,012
-27,933
-4% -$6.51M 2.58% 2
2024
Q3 		$167M Sell
791,945
-36,681
-4% -$7.73M 2.3% 4
2024
Q2 		$168M Sell
828,626
-25,629
-3% -$5.01M 2.38% 5
2024
Q1 		$171M Sell
854,255
-19,499
-2% -$3.52M 2.42% 4
2023
Q4 		$149M Sell
873,754
-35,348
-4% -$5.36M 2.29% 4
2023
Q3 		$132M Sell
909,102
-14,209
-2% -$2.13M 2.21% 5
2023
Q2 		$134M Sell
923,311
-12,954
-1% -$1.78M 2.17% 4
2023
Q1 		$122M Sell
936,265
-16,104
-2% -$2.21M 2.03% 4
2022
Q4 		$128M Sell
952,369
-7,568
-0.8% -$959K 2.13% 3
2022
Q3 		$100M Buy
959,937
+14,824
+2% +$1.7M 1.85% 7
2022
Q2 		$106M Buy
945,113
+19,208
+2% +$2.38M 1.81% 7
2022
Q1 		$126M Buy
925,905
+8,380
+0.9% +$1.24M 1.78% 10
2021
Q4 		$145M Sell
917,525
-3,692
-0.4% -$606K 1.93% 9
2021
Q3 		$151M Sell
921,217
-2,573
-0.3% -$403K 2.16% 6
2021
Q2 		$144M Sell
923,790
-4,539
-0.5% -$713K 2.01% 7
2021
Q1 		$141M Sell
928,329
-5,338
-0.6% -$768K 2.19% 4
2020
Q4 		$119M Buy
933,667
+6,698
+0.7% +$749K 1.99% 6
2020
Q3 		$89.2M Buy
926,969
+37,357
+4% +$3.67M 1.77% 15
2020
Q2 		$83.7M Buy
889,612
+18,289
+2% +$1.74M 1.8% 15
2020
Q1 		$78.4M Sell
871,323
-62
-0% -$7.53K 2.06% 10
2019
Q4 		$121M Sell
871,385
-3,274
-0.4% -$420K 2.26% 4
2019
Q3 		$103M Buy
874,659
+4,552
+0.5% +$515K 2.05% 6
2019
Q2 		$97.3M Buy
870,107
+6,383
+0.7% +$704K 1.89% 9
2019
Q1 		$87.4M Buy
863,724
+21,251
+3% +$2.19M 1.81% 11
2018
Q4 		$82.2M Buy
842,473
+31,042
+4% +$3.31M 1.94% 9
2018
Q3 		$91.6M Buy
811,431
+14,622
+2% +$1.66M 1.8% 10
2018
Q2 		$83M Buy
796,809
+25,011
+3% +$2.74M 1.76% 11
2018
Q1 		$84.9M Buy
771,798
+11,492
+2% +$1.3M 1.85% 10
2017
Q4 		$81.3M Buy
760,306
+54,121
+8% +$5.48M 1.72% 9
2017
Q3 		$67.4M Buy
706,185
+74,694
+12% +$6.89M 1.55% 20
2017
Q2 		$57.7M Buy
631,491
+127,798
+25% +$11M 1.36% 27
2017
Q1 		$44.2M Sell
503,693
-5,006
-1% -$442K 1.1% 34
2016
Q4 		$43.9M Buy
508,699
+3,906
+0.8% +$298K 1.12% 38
2016
Q3 		$33.6M Buy
504,793
+71,008
+16% +$4.63M 0.9% 48
2016
Q2 		$27M Buy
433,785
+9,861
+2% +$616K 0.77% 54
2016
Q1 		$25.1M Buy
+423,924
New +$24.8M 0.69% 57

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Douglas Lane & Associates's JPM Position: Q2 2026 in Review

Douglas Lane & Associates reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $4.68M and leaving 581,483 shares worth $190M. The position accounts for 2.58% of the portfolio, ranked #3.

Douglas Lane & Associates first reported a position in JPM in Q1 2016 and has held it in 42 quarters since. The position peaked at $204M in Q3 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Douglas Lane & Associates held 581,483 shares of JPMorgan Chase worth $190M as of Q2 2026.
  • Douglas Lane & Associates sold 15,078 JPMorgan Chase shares in Q2 2026, an estimated $4.68M.
  • JPMorgan Chase made up 2.58% of Douglas Lane & Associates's portfolio in Q2 2026, its #3 holding.
  • Douglas Lane & Associates first reported a position in JPMorgan Chase in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's JPMorgan Chase position peaked at $204M in Q3 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.