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Lane & Associates’s JPMorgan Chase JPM Stock Holding History

Lane & Associates’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
2025
Q1 		$648K Sell
2,640
-51
-2% -$13K 0.35% 50
2024
Q4 		$719K Sell
2,691
-284
-10% -$66.1K 0.37% 49
2024
Q3 		$627K Buy
2,975
+17
+0.6% +$3.58K 0.34% 57
2024
Q2 		$598K Buy
2,958
+182
+7% +$35.6K 0.35% 59
2024
Q1 		$556K Buy
2,776
+75
+3% +$13.5K 0.35% 59
2023
Q4 		$459K Sell
2,701
-418
-13% -$63.3K 0.33% 61
2023
Q3 		$452K Buy
3,119
+74
+2% +$11.1K 0.36% 58
2023
Q2 		$443K Buy
3,045
+383
+14% +$52.7K 0.35% 56
2023
Q1 		$347K Buy
+2,662
New +$365K 0.31% 61

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lane & Associates's JPM Position: Q1 2025 in Review

Lane & Associates reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2025, selling an estimated $13K and leaving 2,640 shares worth $648K. The position accounts for 0.35% of the portfolio, ranked #50.

Lane & Associates first reported a position in JPM in Q1 2023 and has held it in 9 quarters since. The position peaked at $719K in Q4 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Lane & Associates held 2,640 shares of JPMorgan Chase worth $648K as of Q1 2025.
  • Lane & Associates sold 51 JPMorgan Chase shares in Q1 2025, an estimated $13K.
  • JPMorgan Chase made up 0.35% of Lane & Associates's portfolio in Q1 2025, its #50 holding.
  • Lane & Associates first reported a position in JPMorgan Chase in Q1 2023 and has held it in 9 quarters since.
  • Lane & Associates's JPMorgan Chase position peaked at $719K in Q4 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.