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Lane Brothers & Co’s JPMorgan Chase JPM Stock Holding History

Lane Brothers & Co’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 		$228K Sell
696
-43
-6% -$13.4K 0.15% 88
2026
Q1 		$217K Sell
739
-32
-4% -$9.71K 0.16% 81
2025
Q4 		$248K Buy
+771
New +$239K 0.18% 73

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

Lane Brothers & Co's JPM Position: Q2 2026 in Review

Lane Brothers & Co reduced its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, selling an estimated $13.4K and leaving 696 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #88.

Lane Brothers & Co first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lane Brothers & Co held 696 shares of JPMorgan Chase worth $228K as of Q2 2026.
  • Lane Brothers & Co sold 43 JPMorgan Chase shares in Q2 2026, an estimated $13.4K.
  • JPMorgan Chase made up 0.15% of Lane Brothers & Co's portfolio in Q2 2026, its #88 holding.
  • Lane Brothers & Co first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's JPMorgan Chase position peaked at $248K in Q4 2025.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.