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Lauterbach Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Lauterbach Financial 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 		$9.21M Buy
28,147
+13
+0% +$4.04K 3.96% 7
2026
Q1 		$8.28M Sell
28,134
-517
-2% -$157K 4.04% 7
2025
Q4 		$9.23M Buy
28,651
+30
+0.1% +$9.29K 4.52% 6
2025
Q3 		$9.03M Buy
28,621
+15
+0.1% +$4.46K 4.54% 6
2025
Q2 		$8.29M Buy
28,606
+18
+0.1% +$4.59K 4.56% 6
2025
Q1 		$7.01M Buy
28,588
+16
+0.1% +$4.08K 4.37% 6
2024
Q4 		$6.85M Sell
28,572
-486
-2% -$113K 4.16% 7
2024
Q3 		$6.13M Hold
29,058
– – 3.73% 7
2024
Q2 		$5.79M Buy
29,058
+30
+0.1% +$5.87K 3.81% 7
2024
Q1 		$5.81M Sell
29,028
-507
-2% -$91.5K 3.82% 7
2023
Q4 		$5.02M Buy
29,535
+210
+0.7% +$31.8K 3.5% 7
2023
Q3 		$4.25M Hold
29,325
– – 3.34% 7
2023
Q2 		$4.27M Buy
29,325
+4
+0% +$550 3.26% 7
2023
Q1 		$3.82M Sell
29,321
-542
-2% -$74.3K 3.09% 7
2022
Q4 		$4M Buy
29,863
+4
+0% +$507 3.57% 6
2022
Q3 		$3.12M Sell
29,859
-1,007
-3% -$116K 3.18% 6
2022
Q2 		$3.48M Sell
30,866
-314
-1% -$38.9K 3.3% 6
2022
Q1 		$4.25M Hold
31,180
– – 3.86% 5
2021
Q4 		$4.94M Buy
+31,180
New +$5.12M 4.36% 5

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Lauterbach Financial Advisors's JPM Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, buying an estimated $4.04K and bringing the position to 28,147 shares worth $9.21M. The position accounts for 3.96% of the portfolio, ranked #7.

Lauterbach Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.23M in Q4 2025. 2,523 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lauterbach Financial Advisors held 28,147 shares of JPMorgan Chase worth $9.21M as of Q2 2026.
  • Lauterbach Financial Advisors bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 3.96% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Lauterbach Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's JPMorgan Chase position peaked at $9.23M in Q4 2025.
  • 2,523 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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