Lazari Capital Management’s JPMorgan Chase JPM Stock Holding History

Lazari Capital 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
2026 Q2	$2.76M	Sell	8,427 -79	-0.9%	-$24.5K	0.85%	20
2026 Q1	$2.5M	Sell	8,506 -132	-2%	-$40.1K	0.87%	20
2025 Q4	$2.78M	Sell	8,638 -18	-0.2%	-$5.57K	0.94%	19
2025 Q3	$2.73M	Buy	8,656 +20	+0.2%	+$5.95K	0.92%	19
2025 Q2	$2.5M	Sell	8,636 -288	-3%	-$73.5K	0.94%	21
2025 Q1	$2.19M	Sell	8,924 -281	-3%	-$71.6K	0.9%	22
2024 Q4	$2.21M	Buy	9,205 +69	+0.8%	+$16.1K	0.88%	21
2024 Q3	$1.93M	Sell	9,136 -132	-1%	-$27.8K	0.82%	25
2024 Q2	$1.87M	Buy	9,268 +1,820	+24%	+$356K	0.85%	23
2024 Q1	$1.49M	Sell	7,448 -596	-7%	-$108K	0.81%	23
2023 Q4	$1.37M	Sell	8,044 -164	-2%	-$24.9K	0.78%	25
2023 Q3	$1.19M	Buy	8,208 +63	+0.8%	+$9.44K	0.71%	27
2023 Q2	$1.18M	Buy	+8,145	New	+$1.12M	0.67%	27

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Lazari Capital Management's JPM Position: Q2 2026 in Review

Lazari Capital Management reduced its JPMorgan Chase (JPM) stake by 0.93% in Q2 2026, selling an estimated $24.5K and leaving 8,427 shares worth $2.76M. The position accounts for 0.85% of the portfolio, ranked #20.

Lazari Capital Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.78M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lazari Capital Management held 8,427 shares of JPMorgan Chase worth $2.76M as of Q2 2026.
Lazari Capital Management sold 79 JPMorgan Chase shares in Q2 2026, an estimated $24.5K.
JPMorgan Chase made up 0.85% of Lazari Capital Management's portfolio in Q2 2026, its #20 holding.
Lazari Capital Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's JPMorgan Chase position peaked at $2.78M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.