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Lakeside Advisors’s JPMorgan Chase JPM Stock Holding History

Lakeside Advisors’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 		$415K Buy
1,267
+1
+0.1% +$311 0.26% 52
2026
Q1 		$373K Hold
1,266
– – 0.25% 51
2025
Q4 		$408K Buy
1,266
+1
+0.1% +$310 0.26% 47
2025
Q3 		$399K Sell
1,265
-100
-7% -$29.7K 0.25% 46
2025
Q2 		$396K Sell
1,365
-49
-3% -$12.5K 0.26% 45
2025
Q1 		$347K Sell
1,414
-45
-3% -$11.5K 0.23% 51
2024
Q4 		$350K Sell
1,459
-293
-17% -$68.2K 0.23% 48
2024
Q3 		$369K Buy
1,752
+1
+0.1% +$211 0.23% 50
2024
Q2 		$354K Hold
1,751
– – 0.23% 49
2024
Q1 		$351K Buy
1,751
+46
+3% +$8.3K 0.22% 51
2023
Q4 		$290K Buy
1,705
+1
+0.1% +$152 0.2% 52
2023
Q3 		$247K Hold
1,704
– – 0.19% 53
2023
Q2 		$248K Buy
1,704
+1
+0.1% +$138 0.18% 51
2023
Q1 		$222K Buy
1,703
+1
+0.1% +$137 0.17% 55
2022
Q4 		$228K Buy
+1,702
New +$216K 0.19% 53
2022
Q2 		– Sell
-1,699
Closed -$232K – 62
2022
Q1 		$232K Hold
1,699
– – 0.18% 53
2021
Q4 		$269K Buy
+1,699
New +$279K 0.2% 46

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lakeside Advisors's JPM Position: Q2 2026 in Review

Lakeside Advisors increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $311 and bringing the position to 1,267 shares worth $415K. The position accounts for 0.26% of the portfolio, ranked #52.

Lakeside Advisors first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lakeside Advisors held 1,267 shares of JPMorgan Chase worth $415K as of Q2 2026.
  • Lakeside Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.26% of Lakeside Advisors's portfolio in Q2 2026, its #52 holding.
  • Lakeside Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.