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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
Q2 		$663K Hold
2,026
– – 0.36% 64
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
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

Lakewood Asset Management's JPM Position: Q2 2026 in Review

Lakewood Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,026 shares worth $663K. The position accounts for 0.36% of the portfolio, ranked #64.

Lakewood Asset Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $747K in Q4 2024. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lakewood Asset Management held 2,026 shares of JPMorgan Chase worth $663K as of Q2 2026.
  • Lakewood Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.36% of Lakewood Asset Management's portfolio in Q2 2026, its #64 holding.
  • Lakewood Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's JPMorgan Chase position peaked at $747K in Q4 2024.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.