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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
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 $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

L2 Asset Management's JPM Position: Q1 2026 in Review

L2 Asset Management reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2026, selling an estimated $1.39M and leaving 18,085 shares worth $5.32M. The position accounts for 0.51% of the portfolio, ranked #62.

L2 Asset Management first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.93M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • L2 Asset Management held 18,085 shares of JPMorgan Chase worth $5.32M as of Q1 2026.
  • L2 Asset Management sold 4,575 JPMorgan Chase shares in Q1 2026, an estimated $1.39M.
  • JPMorgan Chase made up 0.51% of L2 Asset Management's portfolio in Q1 2026, its #62 holding.
  • L2 Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • L2 Asset Management's JPMorgan Chase position peaked at $8.93M in Q3 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.