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Kelman-Lazarov Inc’s JPMorgan Chase JPM Stock Holding History

Kelman-Lazarov Inc’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
Q1 		$421K Buy
1,431
+187
+15% +$56.8K 0.06% 96
2025
Q4 		$401K Buy
1,244
+11
+0.9% +$3.41K 0.06% 97
2025
Q3 		$389K Sell
1,233
-24
-2% -$7.14K 0.06% 100
2025
Q2 		$364K Buy
1,257
+182
+17% +$46.4K 0.06% 90
2025
Q1 		$264K Buy
1,075
+57
+6% +$14.5K 0.05% 101
2024
Q4 		$244K Sell
1,018
-6
-0.6% -$1.4K 0.04% 97
2024
Q3 		$216K Hold
1,024
– – 0.04% 105
2024
Q2 		$207K Sell
1,024
-103
-9% -$20.1K 0.04% 103
2024
Q1 		$226K Buy
+1,127
New +$203K 0.04% 99
2020
Q1 		– Sell
-2,095
Closed -$292K – 83
2019
Q4 		$292K Hold
2,095
– – 0.13% 77
2019
Q3 		$247K Hold
2,095
– – 0.12% 85
2019
Q2 		$234K Hold
2,095
– – 0.12% 86
2019
Q1 		$212K Buy
+2,095
New +$216K 0.11% 89
2017
Q1 		– Sell
-925
Closed -$79.8K – 174
2016
Q4 		$79.8K Sell
925
-70
-7% -$5.34K 0.05% 147
2016
Q3 		$66.3K Buy
995
+70
+8% +$4.56K 0.04% 167
2016
Q2 		$56.7K Hold
925
– – 0.03% 168
2016
Q1 		$55K Buy
+925
New +$54K 0.03% 177

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kelman-Lazarov Inc's JPM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $56.8K and bringing the position to 1,431 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #96.

Kelman-Lazarov Inc first reported a position in JPM in Q1 2016 and has held it in 17 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kelman-Lazarov Inc held 1,431 shares of JPMorgan Chase worth $421K as of Q1 2026.
  • Kelman-Lazarov Inc bought 187 JPMorgan Chase shares in Q1 2026, an estimated $56.8K.
  • JPMorgan Chase made up 0.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #96 holding.
  • Kelman-Lazarov Inc first reported a position in JPMorgan Chase in Q1 2016 and has held it in 17 quarters since.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.