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Lavaca Capital’s JPMorgan Chase JPM Stock Holding History

Lavaca Capital’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 		$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

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

Lavaca Capital's JPM Position: Q1 2026 in Review

Lavaca Capital held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,407 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #72.

Lavaca Capital first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.15M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lavaca Capital held 1,407 shares of JPMorgan Chase worth $414K as of Q1 2026.
  • Lavaca Capital left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.07% of Lavaca Capital's portfolio in Q1 2026, its #72 holding.
  • Lavaca Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Lavaca Capital's JPMorgan Chase position peaked at $2.15M in Q3 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.