LCM Capital Management’s JPMorgan Chase JPM Stock Holding History

LCM 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	$1.26M	Sell	3,854 -26	-0.7%	-$8.07K	0.55%	32
2026 Q1	$1.14M	Buy	3,880 +58	+2%	+$17.6K	0.57%	29
2025 Q4	$1.23M	Sell	3,822 -25	-0.6%	-$7.74K	0.6%	28
2025 Q3	$1.21M	Hold	3,847	–	–	0.58%	29
2025 Q2	$1.12M	Buy	3,847 +36	+0.9%	+$9.19K	0.58%	31
2025 Q1	$935K	Hold	3,811	–	–	0.55%	37
2024 Q4	$914K	Hold	3,811	–	–	0.52%	37
2024 Q3	$804K	Hold	3,811	–	–	0.46%	38
2024 Q2	$771K	Hold	3,811	–	–	0.48%	36
2024 Q1	$763K	Buy	3,811 +1	+0%	+$180	0.49%	35
2023 Q4	$648K	Hold	3,810	–	–	0.47%	37
2023 Q3	$553K	Buy	3,810 +28	+0.7%	+$4.2K	0.45%	41
2023 Q2	$550K	Sell	3,782 -18	-0.5%	-$2.48K	0.45%	42
2023 Q1	$495K	Sell	3,800 -23	-0.6%	-$3.15K	0.43%	42
2022 Q4	$513K	Hold	3,823	–	–	0.5%	38
2022 Q3	$400K	Hold	3,823	–	–	0.42%	42
2022 Q2	$431K	Hold	3,823	–	–	0.42%	42
2022 Q1	$521K	Hold	3,823	–	–	0.42%	45
2021 Q4	$605K	Sell	3,823 -500	-12%	-$82.1K	0.47%	40
2021 Q3	$708K	Hold	4,323	–	–	0.6%	33
2021 Q2	$672K	Buy	4,323 +18	+0.4%	+$2.83K	0.56%	34
2021 Q1	$655K	Hold	4,305	–	–	0.59%	33
2020 Q4	$547K	Buy	+4,305	New	+$481K	0.52%	37

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

LCM Capital Management reduced its JPMorgan Chase (JPM) stake by 0.67% in Q2 2026, selling an estimated $8.07K and leaving 3,854 shares worth $1.26M. The position accounts for 0.55% of the portfolio, ranked #32.

LCM Capital Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LCM Capital Management held 3,854 shares of JPMorgan Chase worth $1.26M as of Q2 2026.
LCM Capital Management sold 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
JPMorgan Chase made up 0.55% of LCM Capital Management's portfolio in Q2 2026, its #32 holding.
LCM Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.