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J. Derek Lewis & Associates’s JPMorgan Chase JPM Stock Holding History

J. Derek Lewis & 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 		$1.32M Buy
4,030
+72
+2% +$22.4K 0.25% 50
2026
Q1 		$1.16M Buy
3,958
+386
+11% +$117K 0.26% 53
2025
Q4 		$1.15M Buy
+3,572
New +$1.11M 0.27% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's JPM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,030 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #50.

J. Derek Lewis & Associates first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • J. Derek Lewis & Associates held 4,030 shares of JPMorgan Chase worth $1.32M as of Q2 2026.
  • J. Derek Lewis & Associates bought 72 JPMorgan Chase shares in Q2 2026, an estimated $22.4K.
  • JPMorgan Chase made up 0.25% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #50 holding.
  • J. Derek Lewis & Associates first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.