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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 $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. 5,054 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.
  • 5,054 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.