Lavaca Capital’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 | $555K | Buy |
1,696
+289
| +21% | +$89.7K | 0.05% | 76 |
|
|
2026
Q1 | $414K | Hold |
1,407
| – | – | 0.07% | 72 |
|
|
2025
Q4 | $453K | Hold |
1,407
| – | – | 0.07% | 66 |
|
|
2025
Q3 | $444K | Hold |
1,407
| – | – | 0.08% | 67 |
|
|
2025
Q2 | $408K | Hold |
1,407
| – | – | 0.15% | 72 |
|
|
2025
Q1 | $345K | Sell |
1,407
-190
| -12% | -$48.4K | 0.14% | 79 |
|
|
2024
Q4 | $383K | Buy |
1,597
+590
| +59% | +$137K | 0.15% | 87 |
|
|
2024
Q3 | $212K | Hold |
1,007
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $204K | Hold |
1,007
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $202K | Buy |
+1,007
| New | +$182K | 0.12% | 79 |
|
|
2023
Q4 | – | Sell |
-9,572
| Closed | -$1.39M | – | 117 |
|
|
2023
Q3 | $1.39M | Buy |
9,572
+88
| +0.9% | +$13.2K | 0.47% | 43 |
|
|
2023
Q2 | $1.38M | Buy |
9,484
+3,120
| +49% | +$429K | 0.4% | 53 |
|
|
2023
Q1 | $850K | Buy |
6,364
+600
| +10% | +$82.2K | 0.18% | 95 |
|
|
2022
Q4 | $760K | Buy |
5,764
+3,587
| +165% | +$454K | 0.24% | 87 |
|
|
2022
Q3 | $251K | Sell |
2,177
-8,804
| -80% | -$1.01M | 0.09% | 123 |
|
|
2022
Q2 | $1.25M | Sell |
10,981
-482
| -4% | -$59.7K | 0.19% | 56 |
|
|
2022
Q1 | $1.56M | Buy |
11,463
+551
| +5% | +$81.3K | 0.17% | 64 |
|
|
2021
Q4 | $1.73M | Sell |
10,912
-2,191
| -17% | -$360K | 0.22% | 45 |
|
|
2021
Q3 | $2.15M | Buy |
13,103
+2,866
| +28% | +$449K | 0.22% | 28 |
|
|
2021
Q2 | $1.59M | Buy |
10,237
+5,600
| +121% | +$880K | 0.16% | 35 |
|
|
2021
Q1 | $706K | Sell |
4,637
-1,146
| -20% | -$165K | 0.06% | 79 |
|
|
2020
Q4 | $735K | Buy |
5,783
+207
| +4% | +$23.1K | 0.1% | 54 |
|
|
2020
Q3 | $537K | Sell |
5,576
-360
| -6% | -$35.4K | 0.08% | 62 |
|
|
2020
Q2 | $558K | Buy |
5,936
+2,600
| +78% | +$247K | 0.18% | 52 |
|
|
2020
Q1 | $300K | Buy |
3,336
+893
| +37% | +$108K | 0.29% | 58 |
|
|
2019
Q4 | $341K | Hold |
2,443
| – | – | 0.26% | 55 |
|
|
2019
Q3 | $288K | Buy |
2,443
+23
| +1% | +$2.6K | 0.22% | 67 |
|
|
2019
Q2 | $271K | Sell |
2,420
-79
| -3% | -$8.71K | 0.21% | 71 |
|
|
2019
Q1 | $253K | Hold |
2,499
| – | – | 0.22% | 60 |
|
|
2018
Q4 | $244K | Buy |
+2,499
| New | +$266K | 0.24% | 50 |
|
Other funds holding JPM
Lavaca Capital's JPM Position: Q2 2026 in Review
Lavaca Capital increased its JPMorgan Chase (JPM) stake by 21% in Q2 2026, buying an estimated $89.7K and bringing the position to 1,696 shares worth $555K. The position accounts for 0.05% of the portfolio, ranked #76.
Lavaca Capital first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.15M in Q3 2021. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Lavaca Capital held 1,696 shares of JPMorgan Chase worth $555K as of Q2 2026.
- Lavaca Capital bought 289 JPMorgan Chase shares in Q2 2026, an estimated $89.7K.
- JPMorgan Chase made up 0.05% of Lavaca Capital's portfolio in Q2 2026, its #76 holding.
- Lavaca Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
- Lavaca Capital's JPMorgan Chase position peaked at $2.15M in Q3 2021.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.