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Lake Street Private Wealth’s JPMorgan Chase JPM Stock Holding History

Lake Street Private Wealth’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 		$9.58M Sell
29,272
-1,189
-4% -$369K 1.1% 24
2026
Q1 		$8.96M Sell
30,461
-859
-3% -$261K 1.14% 23
2025
Q4 		$10.1M Sell
31,320
-675
-2% -$209K 1.23% 16
2025
Q3 		$10.1M Sell
31,995
-427
-1% -$127K 1.3% 15
2025
Q2 		$9.4M Sell
32,422
-272
-0.8% -$69.4K 1.34% 13
2025
Q1 		$8.02M Buy
32,694
+982
+3% +$250K 1.31% 14
2024
Q4 		$7.6M Sell
31,712
-3,935
-11% -$917K 1.21% 17
2024
Q3 		$7.52M Sell
35,647
-10,319
-22% -$2.17M 1.2% 15
2024
Q2 		$9.3M Sell
45,966
-19
-0% -$3.71K 1.2% 14
2024
Q1 		$9.21M Buy
45,985
+5,779
+14% +$1.04M 1.27% 13
2023
Q4 		$6.84M Sell
40,206
-2,924
-7% -$443K 1.08% 17
2023
Q3 		$6.37M Buy
43,130
+10,311
+31% +$1.55M 1.14% 16
2023
Q2 		$4.77M Sell
32,819
-1,094
-3% -$150K 0.84% 27
2023
Q1 		$4.42M Buy
33,913
+1,002
+3% +$137K 0.82% 29
2022
Q4 		$4.41M Buy
+32,911
New +$4.17M 0.91% 25
2022
Q3 		– Sell
-53,641
Closed -$6.04M – 298
2022
Q2 		$6.04M Buy
53,641
+767
+1% +$95K 1.27% 15
2022
Q1 		$7.21M Buy
52,874
+2,136
+4% +$315K 1.29% 11
2021
Q4 		$8.03M Buy
50,738
+6,378
+14% +$1.05M 1.41% 12
2021
Q3 		$7.26M Buy
44,360
+775
+2% +$122K 1.76% 9
2021
Q2 		$6.85M Sell
43,585
-638
-1% -$100K 1.74% 10
2021
Q1 		$6.73M Sell
44,223
-645
-1% -$92.8K 1.86% 8
2020
Q4 		$5.7M Sell
44,868
-787
-2% -$88K 1.65% 10
2020
Q3 		$4.39M Sell
45,655
-628
-1% -$61.7K 1.48% 16
2020
Q2 		$4.35M Buy
46,283
+2,375
+5% +$225K 1.61% 13
2020
Q1 		$3.95M Sell
43,908
-6,859
-14% -$833K 1.8% 11
2019
Q4 		$7.08M Buy
50,767
+5,113
+11% +$656K 2.71% 3
2019
Q3 		$5.37M Sell
45,654
-923
-2% -$104K 2.45% 4
2019
Q2 		$5.21M Buy
46,577
+3,492
+8% +$385K 3.07% 4
2019
Q1 		$4.36M Buy
+43,085
New +$4.44M 3% 4

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

Lake Street Private Wealth's JPM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $369K and leaving 29,272 shares worth $9.58M. The position accounts for 1.1% of the portfolio, ranked #24.

Lake Street Private Wealth first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.1M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lake Street Private Wealth held 29,272 shares of JPMorgan Chase worth $9.58M as of Q2 2026.
  • Lake Street Private Wealth sold 1,189 JPMorgan Chase shares in Q2 2026, an estimated $369K.
  • JPMorgan Chase made up 1.1% of Lake Street Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Lake Street Private Wealth first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's JPMorgan Chase position peaked at $10.1M in Q3 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.