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Lakeshore Financial Planning’s JPMorgan Chase JPM Stock Holding History

Lakeshore Financial Planning’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 		$3.72M Buy
11,366
+2,889
+34% +$897K 1.2% 16
2026
Q1 		$2.49M Buy
8,477
+56
+0.7% +$17K 0.9% 18
2025
Q4 		$2.71M Sell
8,421
-1
-0% -$310 0.97% 18
2025
Q3 		$2.66M Buy
8,422
+5
+0.1% +$1.49K 0.99% 17
2025
Q2 		$2.44M Buy
8,417
+37
+0.4% +$9.44K 0.98% 18
2025
Q1 		$2.06M Sell
8,380
-2,083
-20% -$531K 0.86% 17
2024
Q4 		$2.51M Sell
10,463
-269
-3% -$62.7K 1.07% 15
2024
Q3 		$2.26M Sell
10,732
-58
-0.5% -$12.2K 1% 16
2024
Q2 		$2.18M Buy
10,790
+2
+0% +$391 1.07% 16
2024
Q1 		$2.16M Buy
10,788
+6
+0.1% +$1.08K 1.09% 16
2023
Q4 		$1.83M Sell
10,782
-72
-0.7% -$10.9K 1.02% 16
2023
Q3 		$1.57M Buy
+10,854
New +$1.63M 0.9% 18

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Lakeshore Financial Planning's JPM Position: Q2 2026 in Review

Lakeshore Financial Planning increased its JPMorgan Chase (JPM) stake by 34% in Q2 2026, buying an estimated $897K and bringing the position to 11,366 shares worth $3.72M. The position accounts for 1.2% of the portfolio, ranked #16.

Lakeshore Financial Planning first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lakeshore Financial Planning held 11,366 shares of JPMorgan Chase worth $3.72M as of Q2 2026.
  • Lakeshore Financial Planning bought 2,889 JPMorgan Chase shares in Q2 2026, an estimated $897K.
  • JPMorgan Chase made up 1.2% of Lakeshore Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Lakeshore Financial Planning first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.