Lakeside Advisors
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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
Q3 		$419K Hold
1,267
– – 0.24% 53
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lakeside Advisors's JPM Position: Q3 2026 in Review

Lakeside Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,267 shares worth $419K. The position accounts for 0.24% of the portfolio, ranked #53.

Lakeside Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Lakeside Advisors held 1,267 shares of JPMorgan Chase worth $419K as of Q3 2026.
  • Lakeside Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.24% of Lakeside Advisors's portfolio in Q3 2026, its #53 holding.
  • Lakeside Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.