JP Morgan Chase
LWAY icon

JP Morgan Chase’s Lifeway Foods LWAY Stock Holding History

JP Morgan Chase’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$156K Sell
8,486
-7,894
-48% -$168K ﹤0.01% 5602
2025
Q4 		$397K Buy
16,380
+5,668
+53% +$139K ﹤0.01% 5179
2025
Q3 		$297K Sell
10,712
-2,760
-20% -$77.6K ﹤0.01% 5302
2025
Q2 		$332K Buy
13,472
+10,049
+294% +$238K ﹤0.01% 4989
2025
Q1 		$83.7K Sell
3,423
-82,536
-96% -$1.85M ﹤0.01% 5652
2024
Q4 		$2.13M Buy
85,959
+75,383
+713% +$1.88M ﹤0.01% 4107
2024
Q3 		$274K Buy
10,576
+8,658
+451% +$145K ﹤0.01% 5253
2024
Q2 		$24.5K Buy
+1,918
New +$34.8K ﹤0.01% 6084
2020
Q4 		– Sell
-3
Closed – – 5806
2020
Q3 		$0 Buy
3
+1
+50% +$4 ﹤0.01% 5647
2020
Q2 		$0 Buy
+2
New +$5 ﹤0.01% 5568
2018
Q2 		– Sell
-946
Closed -$6K – 5618
2018
Q1 		$6K Sell
946
-58
-6% -$421 ﹤0.01% 5225
2017
Q4 		$8K Buy
+1,004
New +$9.57K ﹤0.01% 5286
2017
Q2 		– Sell
-4,616
Closed -$50K – 5098
2017
Q1 		$50K Sell
4,616
-2,049
-31% -$22.4K ﹤0.01% 4526
2016
Q4 		$77K Buy
+6,665
New +$93.9K ﹤0.01% 4460
2016
Q3 		– Sell
-486
Closed -$5K – 4693
2016
Q2 		$5K Buy
486
+336
+224% +$3.17K ﹤0.01% 4453
2016
Q1 		$2K Buy
+150
New +$1.7K ﹤0.01% 4508

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $337M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return