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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
2021
Q2 		– Sell
-3,000
Closed -$457K – 168
2021
Q1 		$457K Buy
+3,000
New +$432K 0.04% 94
2020
Q4 		– Sell
-2,200
Closed -$212K – 116
2020
Q3 		$212K Sell
2,200
-200
-8% -$19.6K 0.03% 104
2020
Q2 		$226K Buy
+2,400
New +$228K 0.07% 76

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.