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Lawood & Co’s JPMorgan Chase JPM Stock Holding History

Lawood & Co’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
Q3 		$1.04M Sell
3,136
-55
-2% -$19.2K 0.72% 38
2026
Q2 		$1.04M Hold
3,191
– – 0.71% 38
2026
Q1 		$939K Sell
3,191
-207
-6% -$62.8K 0.87% 36
2025
Q4 		$1.09M Buy
+3,398
New +$1.05M 1.04% 34

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lawood & Co's JPM Position: Q3 2026 in Review

Lawood & Co reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2026, selling an estimated $19.2K and leaving 3,136 shares worth $1.04M. The position accounts for 0.72% of the portfolio, ranked #38.

Lawood & Co first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Lawood & Co held 3,136 shares of JPMorgan Chase worth $1.04M as of Q3 2026.
  • Lawood & Co sold 55 JPMorgan Chase shares in Q3 2026, an estimated $19.2K.
  • JPMorgan Chase made up 0.72% of Lawood & Co's portfolio in Q3 2026, its #38 holding.
  • Lawood & Co first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's JPMorgan Chase position peaked at $1.09M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.