Lanham O'Dell & Company’s JPMorgan Chase JPM Stock Holding History

Lanham O'Dell & Company’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 Q4	$573K	Hold	1,777	–	–	0.16%	16
2025 Q3	$560K	Buy	1,777 +5	+0.3%	+$1.49K	0.18%	18
2025 Q2	$514K	Buy	1,772 +1	+0.1%	+$255	0.22%	17
2025 Q1	$435K	Hold	1,771	–	–	0.25%	13
2024 Q4	$424K	Buy	1,771 +1	+0.1%	+$233	0.23%	13
2024 Q3	$373K	Buy	1,770 +1	+0.1%	+$211	0.21%	13
2024 Q2	$358K	Sell	1,769 -339	-16%	-$66.3K	0.2%	15
2024 Q1	$422K	Sell	2,108 -418	-17%	-$75.4K	0.21%	18
2023 Q4	$430K	Buy	2,526 +1	+0%	+$152	0.3%	17
2023 Q3	$366K	Buy	2,525 +1	+0%	+$150	0.3%	10
2023 Q2	$367K	Buy	2,524 +1	+0%	+$138	0.33%	11
2023 Q1	$329K	Buy	2,523 +641	+34%	+$87.8K	0.36%	14
2022 Q4	$252K	Sell	1,882 -1,597	-46%	-$202K	0.55%	17
2022 Q3	$364K	Buy	3,479 +1,599	+85%	+$184K	1.29%	16
2022 Q2	$212K	Buy	1,880 +1	+0.1%	+$124	1.05%	17
2022 Q1	$256K	Hold	1,879	–	–	0.2%	14
2021 Q4	$297K	Buy	+1,879	New	+$309K	0.23%	15

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Lanham O'Dell & Company's JPM Position: Q4 2025 in Review

Lanham O'Dell & Company held its JPMorgan Chase (JPM) position steady in Q4 2025 at 1,777 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #16.

Lanham O'Dell & Company first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Lanham O'Dell & Company held 1,777 shares of JPMorgan Chase worth $573K as of Q4 2025.
Lanham O'Dell & Company left its JPMorgan Chase share count unchanged in Q4 2025.
JPMorgan Chase made up 0.16% of Lanham O'Dell & Company's portfolio in Q4 2025, its #16 holding.
Lanham O'Dell & Company first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.