Lakewood Asset Management’s JPMorgan Chase JPM Stock Holding History

Lakewood 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	$596K	Sell	2,026 -34	-2%	-$10.3K	0.38%	65
2025 Q4	$664K	Hold	2,060	–	–	0.39%	56
2025 Q3	$650K	Buy	2,060 +100	+5%	+$29.7K	0.39%	56
2025 Q2	$568K	Sell	1,960 -6	-0.3%	-$1.53K	0.38%	57
2025 Q1	$482K	Sell	1,966 -1,152	-37%	-$294K	0.33%	60
2024 Q4	$747K	Hold	3,118	–	–	0.51%	59
2024 Q3	$657K	Sell	3,118 -54	-2%	-$11.4K	0.45%	61
2024 Q2	$642K	Buy	3,172 +1	+0%	+$196	0.45%	62
2024 Q1	$635K	Buy	3,171 +1,159	+58%	+$209K	0.43%	62
2023 Q4	$342K	Sell	2,012 -226	-10%	-$34.2K	0.27%	76
2023 Q3	$325K	Buy	2,238 +7	+0.3%	+$1.05K	0.26%	79
2023 Q2	$324K	Buy	2,231 +9	+0.4%	+$1.24K	0.26%	85
2023 Q1	$290K	Buy	2,222 +8	+0.4%	+$1.1K	0.24%	84
2022 Q4	$297K	Buy	+2,214	New	+$281K	0.24%	82

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lakewood Asset Management reduced its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, selling an estimated $10.3K and leaving 2,026 shares worth $596K. The position accounts for 0.38% of the portfolio, ranked #65.

Lakewood Asset Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $747K in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lakewood Asset Management held 2,026 shares of JPMorgan Chase worth $596K as of Q1 2026.
Lakewood Asset Management sold 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
JPMorgan Chase made up 0.38% of Lakewood Asset Management's portfolio in Q1 2026, its #65 holding.
Lakewood Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's JPMorgan Chase position peaked at $747K in Q4 2024.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.