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 Q2	$2.73M	Sell	8,351 -130	-2%	-$40.4K	0.33%	54
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LaSalle St. Investment Advisors's JPM Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $40.4K and leaving 8,351 shares worth $2.73M. The position accounts for 0.33% of the portfolio, ranked #54.

LaSalle St. Investment Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LaSalle St. Investment Advisors held 8,351 shares of JPMorgan Chase worth $2.73M as of Q2 2026.
LaSalle St. Investment Advisors sold 130 JPMorgan Chase shares in Q2 2026, an estimated $40.4K.
JPMorgan Chase made up 0.33% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #54 holding.
LaSalle St. Investment Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.