LKBC
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L.K. Benson & Company’s JPMorgan Chase JPM Stock Holding History

L.K. Benson & Company’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 		$434K Hold
1,325
– – 0.13% 86
2026
Q1 		$390K Hold
1,325
– – 0.13% 86
2025
Q4 		$427K Buy
+1,325
New +$410K 0.21% 82

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

L.K. Benson & Company's JPM Position: Q2 2026 in Review

L.K. Benson & Company held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,325 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #86.

L.K. Benson & Company first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • L.K. Benson & Company held 1,325 shares of JPMorgan Chase worth $434K as of Q2 2026.
  • L.K. Benson & Company left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.13% of L.K. Benson & Company's portfolio in Q2 2026, its #86 holding.
  • L.K. Benson & Company first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.