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LaSalle St. Investment Advisors’s JPMorgan Chase JPM Stock Holding History

LaSalle St. Investment 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
Q1 		$2.49M Buy
8,481
+1,034
+14% +$314K 0.35% 49
2025
Q4 		$2.4M Buy
7,447
+997
+15% +$309K 0.39% 42
2025
Q3 		$2.03M Buy
6,450
+145
+2% +$43.1K 0.36% 44
2025
Q2 		$1.83M Sell
6,305
-448
-7% -$114K 0.5% 39
2025
Q1 		$1.66M Buy
6,753
+783
+13% +$200K 0.39% 43
2024
Q4 		$1.43M Buy
5,970
+1,236
+26% +$288K 0.44% 38
2024
Q3 		$998K Buy
4,734
+2,374
+101% +$500K 0.39% 45
2024
Q2 		$477K Buy
2,360
+271
+13% +$53K 0.24% 79
2024
Q1 		$390K Buy
+2,089
New +$377K 0.22% 76
2023
Q4 		– Sell
-1,903
Closed -$276K – 133
2023
Q3 		$276K Sell
1,903
-782
-29% -$117K 0.14% 93
2023
Q2 		$390K Buy
2,685
+606
+29% +$83.3K 0.17% 69
2023
Q1 		$270K Buy
+2,079
New +$285K 0.12% 98

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

LaSalle St. Investment Advisors's JPM Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $314K and bringing the position to 8,481 shares worth $2.49M. The position accounts for 0.35% of the portfolio, ranked #49.

LaSalle St. Investment Advisors first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • LaSalle St. Investment Advisors held 8,481 shares of JPMorgan Chase worth $2.49M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,034 JPMorgan Chase shares in Q1 2026, an estimated $314K.
  • JPMorgan Chase made up 0.35% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • LaSalle St. Investment Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.