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L2 Asset Management’s JPMorgan Chase JPM Stock Holding History

L2 Asset Management’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 		$6.1M Buy
18,626
+541
+3% +$168K 0.63% 52
2026
Q1 		$5.32M Sell
18,085
-4,575
-20% -$1.39M 0.51% 62
2025
Q4 		$7.3M Sell
22,660
-5,647
-20% -$1.75M 0.98% 28
2025
Q3 		$8.93M Sell
28,307
-2,424
-8% -$721K 1.29% 12
2025
Q2 		$8.91M Sell
30,731
-76
-0.2% -$19.4K 1.46% 10
2025
Q1 		$7.56M Buy
30,807
+5,543
+22% +$1.41M 1.54% 11
2024
Q4 		$6.06M Buy
25,264
+4,767
+23% +$1.11M 1.32% 20
2024
Q3 		$4.32M Sell
20,497
-613
-3% -$129K 1.17% 24
2024
Q2 		$4.27M Sell
21,110
-11,766
-36% -$2.3M 1.29% 23
2024
Q1 		$6.59M Buy
32,876
+1,274
+4% +$230K 2.16% 7
2023
Q4 		$5.38M Buy
31,602
+30,420
+2,574% +$4.61M 2.21% 7
2023
Q3 		$4.62M Sell
1,182
-29,034
-96% -$4.35M 2.17% 8
2023
Q2 		$4.41M Buy
30,216
+14,520
+93% +$2M 2.16% 7
2023
Q1 		$2.05M Buy
15,696
+9,073
+137% +$1.24M 1.13% 26
2022
Q4 		$888K Buy
6,623
+762
+13% +$96.5K 0.55% 52
2022
Q3 		$612K Buy
5,861
+726
+14% +$83.3K 0.42% 65
2022
Q2 		$578K Sell
5,135
-2,370
-32% -$294K 0.42% 68
2022
Q1 		$1.02M Buy
7,505
+892
+13% +$132K 0.59% 58
2021
Q4 		$1.05M Buy
+6,613
New +$1.09M 0.73% 46
2021
Q3 		– Sell
-13,383
Closed -$2.08M – 76
2021
Q2 		$2.08M Sell
13,383
-2,149
-14% -$338K 1.93% 16
2021
Q1 		$2.36M Sell
15,532
-1,188
-7% -$171K 2.44% 8
2020
Q4 		$2.13M Sell
16,720
-2,141
-11% -$239K 1.46% 17
2020
Q3 		$1.82M Buy
+18,861
New +$1.85M 1.46% 24
2020
Q1 		– Sell
-1,791
Closed -$250K – 81
2019
Q4 		$250K Buy
+1,791
New +$230K 0.22% 72

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

L2 Asset Management's JPM Position: Q2 2026 in Review

L2 Asset Management increased its JPMorgan Chase (JPM) stake by 3% in Q2 2026, buying an estimated $168K and bringing the position to 18,626 shares worth $6.1M. The position accounts for 0.63% of the portfolio, ranked #52.

L2 Asset Management first reported a position in JPM in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.93M in Q3 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • L2 Asset Management held 18,626 shares of JPMorgan Chase worth $6.1M as of Q2 2026.
  • L2 Asset Management bought 541 JPMorgan Chase shares in Q2 2026, an estimated $168K.
  • JPMorgan Chase made up 0.63% of L2 Asset Management's portfolio in Q2 2026, its #52 holding.
  • L2 Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 24 quarters since.
  • L2 Asset Management's JPMorgan Chase position peaked at $8.93M in Q3 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.