Lantern Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Lantern Wealth Advisors’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	$3.87M	Sell	11,818 -208	-2%	-$64.6K	1.77%	14
2026 Q1	$3.54M	Sell	12,026 -53	-0.4%	-$16.1K	1.81%	14
2025 Q4	$3.89M	Buy	12,079 +94	+0.8%	+$29.1K	2.07%	11
2025 Q3	$3.78M	Sell	11,985 -1,275	-10%	-$379K	2%	11
2025 Q2	$3.84M	Buy	+13,260	New	+$3.38M	2.29%	10
2024 Q4	$3.26M	Buy	13,613 +46	+0.3%	+$10.7K	2.12%	10
2024 Q3	$2.86M	Buy	13,567 +57	+0.4%	+$12K	1.98%	12
2024 Q2	$2.73M	Sell	13,510 -601	-4%	-$117K	1.98%	15
2024 Q1	$2.82M	Sell	14,111 -99	-0.7%	-$17.9K	1.98%	14
2023 Q4	$2.42M	Buy	+14,210	New	+$2.15M	1.9%	15

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lantern Wealth Advisors's JPM Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $64.6K and leaving 11,818 shares worth $3.87M. The position accounts for 1.77% of the portfolio, ranked #14.

Lantern Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.89M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lantern Wealth Advisors held 11,818 shares of JPMorgan Chase worth $3.87M as of Q2 2026.
Lantern Wealth Advisors sold 208 JPMorgan Chase shares in Q2 2026, an estimated $64.6K.
JPMorgan Chase made up 1.77% of Lantern Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Lantern Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's JPMorgan Chase position peaked at $3.89M in Q4 2025.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.