JP Morgan Chase
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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
Q2 		$506K Buy
16,922
+8,436
+99% +$215K ﹤0.01% 5115
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 – – 5800
2020
Q3 		$0 Buy
3
+1
+50% +$4 ﹤0.01% 5644
2020
Q2 		$0 Buy
+2
New +$5 ﹤0.01% 5566
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 – 5097
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 – 4692
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 $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

JP Morgan Chase's LWAY Position: Q2 2026 in Review

JP Morgan Chase increased its Lifeway Foods (LWAY) stake by 99% in Q2 2026, buying an estimated $215K and bringing the position to 16,922 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #5115.

JP Morgan Chase first reported a position in LWAY in Q1 2016 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2024. 97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • JP Morgan Chase held 16,922 shares of Lifeway Foods worth $506K as of Q2 2026.
  • JP Morgan Chase bought 8,436 Lifeway Foods shares in Q2 2026, an estimated $215K.
  • Lifeway Foods made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5115 holding.
  • JP Morgan Chase first reported a position in Lifeway Foods in Q1 2016 and has held it in 17 quarters since.
  • JP Morgan Chase's Lifeway Foods position peaked at $2.13M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.