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Lawson Kroeker Investment Management’s JPMorgan Chase JPM Stock Holding History

Lawson Kroeker Investment Management’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
2025
Q4 		– Sell
-842
Closed -$266K – 78
2025
Q3 		$266K Sell
842
-200
-19% -$59.5K 0.05% 89
2025
Q2 		$302K Hold
1,042
– – 0.06% 86
2025
Q1 		$256K Hold
1,042
– – 0.05% 86
2024
Q4 		$250K Sell
1,042
-500
-32% -$116K 0.05% 88
2024
Q3 		$325K Buy
1,542
+185
+14% +$39K 0.06% 85
2024
Q2 		$274K Buy
+1,357
New +$265K 0.05% 89

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Lawson Kroeker Investment Management's JPM Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 842 shares — an estimated $266K sold.

Lawson Kroeker Investment Management first reported a position in JPM in Q2 2024 and held it in 6 quarters. The position peaked at $325K in Q3 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Lawson Kroeker Investment Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 842 JPMorgan Chase shares in Q4 2025, an estimated $266K.
  • Lawson Kroeker Investment Management first reported a position in JPMorgan Chase in Q2 2024 and held it in 6 quarters.
  • Lawson Kroeker Investment Management's JPMorgan Chase position peaked at $325K in Q3 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.