Great Lakes Advisors’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
Q1 | $334M | Buy |
1,134,824
+46,246
| +4% | +$14M | 2.77% | 2 |
|
|
2025
Q4 | $351M | Sell |
1,088,578
-7,069
| -0.6% | -$2.19M | 2.86% | 2 |
|
|
2025
Q3 | $346M | Sell |
1,095,647
-22,910
| -2% | -$6.81M | 2.88% | 1 |
|
|
2025
Q2 | $324M | Sell |
1,118,557
-94,928
| -8% | -$24.2M | 2.72% | 1 |
|
|
2025
Q1 | $298M | Sell |
1,213,485
-3,522
| -0.3% | -$898K | 2.66% | 1 |
|
|
2024
Q4 | $292M | Buy |
1,217,007
+46,877
| +4% | +$10.9M | 2.5% | 1 |
|
|
2024
Q3 | $247M | Sell |
1,170,130
-15,161
| -1% | -$3.19M | 2.07% | 1 |
|
|
2024
Q2 | $240M | Sell |
1,185,291
-9,265
| -0.8% | -$1.81M | 2.13% | 2 |
|
|
2024
Q1 | $239M | Buy |
1,194,556
+16,163
| +1% | +$2.92M | 2.03% | 2 |
|
|
2023
Q4 | $200M | Sell |
1,178,393
-346,077
| -23% | -$52.4M | 1.91% | 2 |
|
|
2023
Q3 | $221M | Buy |
1,524,470
+378,823
| +33% | +$56.8M | 2.01% | 2 |
|
|
2023
Q2 | $167M | Sell |
1,145,647
-118,604
| -9% | -$16.3M | 1.66% | 3 |
|
|
2023
Q1 | $165M | Buy |
1,264,251
+1,234,521
| +4,152% | +$169M | 1.5% | 4 |
|
|
2022
Q4 | $3.99M | Buy |
29,730
+5,262
| +22% | +$667K | 0.23% | 177 |
|
|
2022
Q3 | $2.56M | Sell |
24,468
-627
| -2% | -$72K | 0.06% | 315 |
|
|
2022
Q2 | $2.83M | Sell |
25,095
-2,747
| -10% | -$340K | 0.06% | 319 |
|
|
2022
Q1 | $3.79M | Sell |
27,842
-62,227
| -69% | -$9.19M | 0.06% | 290 |
|
|
2021
Q4 | $14.3M | Buy |
90,069
+17,019
| +23% | +$2.79M | 0.22% | 143 |
|
|
2021
Q3 | $12M | Buy |
73,050
+1,416
| +2% | +$222K | 0.19% | 159 |
|
|
2021
Q2 | $11.1M | Buy |
71,634
+1,133
| +2% | +$178K | 0.17% | 179 |
|
|
2021
Q1 | $10.7M | Buy |
70,501
+49,321
| +233% | +$7.1M | 0.17% | 178 |
|
|
2020
Q4 | $2.69M | Sell |
21,180
-1,415
| -6% | -$158K | 0.05% | 326 |
|
|
2020
Q3 | $2.17M | Sell |
22,595
-6,018
| -21% | -$591K | 0.05% | 327 |
|
|
2020
Q2 | $2.69M | Sell |
28,613
-10,021
| -26% | -$951K | 0.07% | 289 |
|
|
2020
Q1 | $3.48M | Buy |
38,634
+20,465
| +113% | +$2.49M | 0.1% | 219 |
|
|
2019
Q4 | $2.53M | Buy |
18,169
+2,225
| +14% | +$285K | 0.05% | 311 |
|
|
2019
Q3 | $1.88M | Sell |
15,944
-695
| -4% | -$78.6K | 0.04% | 347 |
|
|
2019
Q2 | $1.86M | Sell |
16,639
-715
| -4% | -$78.8K | 0.04% | 354 |
|
|
2019
Q1 | $1.76M | Sell |
17,354
-13,319
| -43% | -$1.37M | 0.04% | 350 |
|
|
2018
Q4 | $2.99M | Sell |
30,673
-915
| -3% | -$97.5K | 0.07% | 271 |
|
|
2018
Q3 | $3.56M | Buy |
31,588
+459
| +1% | +$52.1K | 0.08% | 244 |
|
|
2018
Q2 | $3.24M | Sell |
31,129
-188
| -0.6% | -$20.6K | 0.08% | 254 |
|
|
2018
Q1 | $3.44M | Sell |
31,317
-74,492
| -70% | -$8.43M | 0.08% | 231 |
|
|
2017
Q4 | $11.3M | Buy |
105,809
+5,977
| +6% | +$605K | 0.25% | 74 |
|
|
2017
Q3 | $9.54M | Sell |
99,832
-62,126
| -38% | -$5.73M | 0.22% | 75 |
|
|
2017
Q2 | $14.8M | Sell |
161,958
-32,242
| -17% | -$2.78M | 0.36% | 50 |
|
|
2017
Q1 | $17.1M | Buy |
194,200
+31,365
| +19% | +$2.77M | 0.44% | 53 |
|
|
2016
Q4 | $14.1M | Sell |
162,835
-10,864
| -6% | -$828K | 0.37% | 56 |
|
|
2016
Q3 | $11.6M | Sell |
173,699
-16,879
| -9% | -$1.1M | 0.31% | 57 |
|
|
2016
Q2 | $11.8M | Sell |
190,578
-17,726
| -9% | -$1.11M | 0.32% | 62 |
|
|
2016
Q1 | $12.3M | Buy |
208,304
+12,694
| +6% | +$741K | 0.34% | 59 |
|
|
2015
Q4 | $12.9M | Buy |
195,610
+339
| +0.2% | +$22.1K | 0.39% | 57 |
|
|
2015
Q3 | $12M | Buy |
195,271
+1,087
| +0.6% | +$71.2K | 0.37% | 55 |
|
|
2015
Q2 | $13.2M | Sell |
194,184
-12,369
| -6% | -$808K | 0.4% | 55 |
|
|
2015
Q1 | $12.5M | Sell |
206,553
-27,282
| -12% | -$1.62M | 0.38% | 57 |
|
|
2014
Q4 | $14.6M | Buy |
233,835
+6,740
| +3% | +$406K | 0.45% | 54 |
|
|
2014
Q3 | $13.7M | Sell |
227,095
-587
| -0.3% | -$34.3K | 0.46% | 55 |
|
|
2014
Q2 | $13.1M | Buy |
227,682
+27,751
| +14% | +$1.56M | 0.54% | 51 |
|
|
2014
Q1 | $12.1M | Sell |
199,931
-8,022
| -4% | -$464K | 0.53% | 51 |
|
|
2013
Q4 | $12.2M | Sell |
207,953
-71,091
| -25% | -$3.89M | 0.55% | 51 |
|
|
2013
Q3 | $14.4M | Buy |
279,044
+2,265
| +0.8% | +$121K | 0.65% | 47 |
|
|
2013
Q2 | $14.6M | Buy |
+276,779
| New | +$14.1M | 0.68% | 44 |
|
Other funds holding JPM
VCM
VPM
Great Lakes Advisors's JPM Position: Q1 2026 in Review
Great Lakes Advisors increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $14M and bringing the position to 1,134,824 shares worth $334M. The position accounts for 2.77% of the portfolio, ranked #2.
Great Lakes Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $351M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Great Lakes Advisors held 1,134,824 shares of JPMorgan Chase worth $334M as of Q1 2026.
- Great Lakes Advisors bought 46,246 JPMorgan Chase shares in Q1 2026, an estimated $14M.
- JPMorgan Chase made up 2.77% of Great Lakes Advisors's portfolio in Q1 2026, its #2 holding.
- Great Lakes Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Great Lakes Advisors's JPMorgan Chase position peaked at $351M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.