Lathrop Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.3M | Sell |
40,610
-642
| -2% | -$199K | 2.35% | 20 |
|
|
2026
Q1 | $12.1M | Buy |
41,252
+1,121
| +3% | +$340K | 2.27% | 23 |
|
|
2025
Q4 | $12.9M | Buy |
40,131
+4
| +0% | +$1.24K | 2.35% | 21 |
|
|
2025
Q3 | $12.7M | Buy |
40,127
+1,730
| +5% | +$515K | 2.33% | 22 |
|
|
2025
Q2 | $11.1M | Buy |
38,397
+32,224
| +522% | +$8.22M | 2.1% | 26 |
|
|
2025
Q1 | $1.51M | Buy |
6,173
+3,453
| +127% | +$880K | 0.3% | 46 |
|
|
2024
Q4 | $652K | Buy |
2,720
+7
| +0.3% | +$1.63K | 0.12% | 59 |
|
|
2024
Q3 | $572K | Buy |
2,713
+400
| +17% | +$84.3K | 0.11% | 62 |
|
|
2024
Q2 | $468K | Sell |
2,313
-50
| -2% | -$9.78K | 0.09% | 61 |
|
|
2024
Q1 | $473K | Sell |
2,363
-156
| -6% | -$28.1K | 0.09% | 60 |
|
|
2023
Q4 | $429K | Buy |
2,519
+88
| +4% | +$13.3K | 0.09% | 59 |
|
|
2023
Q3 | $353K | Hold |
2,431
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $354K | Sell |
2,431
-100
| -4% | -$13.8K | 0.07% | 65 |
|
|
2023
Q1 | $330K | Hold |
2,531
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $339K | Hold |
2,531
| – | – | 0.08% | 62 |
|
|
2022
Q3 | $265K | Hold |
2,531
| – | – | 0.07% | 61 |
|
|
2022
Q2 | $285K | Buy |
2,531
+140
| +6% | +$17.3K | 0.07% | 62 |
|
|
2022
Q1 | $326K | Hold |
2,391
| – | – | 0.07% | 61 |
|
|
2021
Q4 | $379K | Sell |
2,391
-114
| -5% | -$18.7K | 0.07% | 55 |
|
|
2021
Q3 | $410K | Hold |
2,505
| – | – | 0.09% | 51 |
|
|
2021
Q2 | $390K | Buy |
2,505
+56
| +2% | +$8.79K | 0.08% | 52 |
|
|
2021
Q1 | $373K | Hold |
2,449
| – | – | 0.08% | 53 |
|
|
2020
Q4 | $311K | Sell |
2,449
-13
| -0.5% | -$1.45K | 0.08% | 59 |
|
|
2020
Q3 | $237K | Hold |
2,462
| – | – | 0.07% | 65 |
|
|
2020
Q2 | $232K | Buy |
+2,462
| New | +$234K | 0.07% | 63 |
|
|
2020
Q1 | – | Sell |
-2,241
| Closed | -$312K | – | 68 |
|
|
2019
Q4 | $312K | Hold |
2,241
| – | – | 0.08% | 54 |
|
|
2019
Q3 | $264K | Buy |
2,241
+20
| +0.9% | +$2.26K | 0.07% | 57 |
|
|
2019
Q2 | $248K | Hold |
2,221
| – | – | 0.07% | 56 |
|
|
2019
Q1 | $225K | Hold |
2,221
| – | – | 0.07% | 60 |
|
|
2018
Q4 | $217K | Sell |
2,221
-140
| -6% | -$14.9K | 0.08% | 59 |
|
|
2018
Q3 | $266K | Sell |
2,361
-175
| -7% | -$19.9K | 0.07% | 55 |
|
|
2018
Q2 | $264K | Hold |
2,536
| – | – | 0.07% | 52 |
|
|
2018
Q1 | $279K | Hold |
2,536
| – | – | 0.08% | 51 |
|
|
2017
Q4 | $271K | Buy |
2,536
+337
| +15% | +$34.1K | 0.07% | 53 |
|
|
2017
Q3 | $210K | Hold |
2,199
| – | – | 0.06% | 58 |
|
|
2017
Q2 | $201K | Buy |
+2,199
| New | +$190K | 0.06% | 60 |
|
Other funds holding JPM
Lathrop Investment Management's JPM Position: Q2 2026 in Review
Lathrop Investment Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $199K and leaving 40,610 shares worth $13.3M. The position accounts for 2.35% of the portfolio, ranked #20.
Lathrop Investment Management first reported a position in JPM in Q2 2017 and has held it in 36 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Lathrop Investment Management held 40,610 shares of JPMorgan Chase worth $13.3M as of Q2 2026.
- Lathrop Investment Management sold 642 JPMorgan Chase shares in Q2 2026, an estimated $199K.
- JPMorgan Chase made up 2.35% of Lathrop Investment Management's portfolio in Q2 2026, its #20 holding.
- Lathrop Investment Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 36 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.