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
2022 Q3	–	Sell	-7,300	Closed	-$822K	–	155
2022 Q2	$822K	Sell	7,300 -100	-1%	-$12.4K	0.12%	99
2022 Q1	$1.01M	Hold	7,400	–	–	0.11%	109
2021 Q4	$1.17M	Buy	7,400 +2,200	+42%	+$361K	0.15%	83
2021 Q3	$851K	Hold	5,200	–	–	0.09%	99
2021 Q2	$809K	Buy	+5,200	New	+$817K	0.08%	96

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.