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Lederer & Associates Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Lederer & Associates Investment Counsel’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 		$2.91M Sell
8,899
-168
-2% -$52.2K 1.92% 10
2026
Q1 		$2.67M Buy
9,067
+23
+0.3% +$6.98K 1.89% 12
2025
Q4 		$2.91M Buy
9,044
+40
+0.4% +$12.4K 1.96% 10
2025
Q3 		$2.84M Sell
9,004
-275
-3% -$81.8K 1.84% 12
2025
Q2 		$2.69M Sell
9,279
-139
-1% -$35.5K 1.78% 12
2025
Q1 		$2.31M Sell
9,418
-201
-2% -$51.2K 1.69% 13
2024
Q4 		$2.31M Sell
9,619
-523
-5% -$122K 1.61% 13
2024
Q3 		$2.14M Sell
10,142
-4,671
-32% -$984K 1.5% 18
2024
Q2 		$3M Sell
14,813
-1,200
-7% -$235K 2.17% 8
2024
Q1 		$3.21M Sell
16,013
-612
-4% -$110K 2.23% 8
2023
Q4 		$2.83M Sell
16,625
-202
-1% -$30.6K 2.09% 8
2023
Q3 		$2.44M Sell
16,827
-186
-1% -$27.9K 1.94% 12
2023
Q2 		$2.47M Sell
17,013
-365
-2% -$50.2K 1.87% 11
2023
Q1 		$2.27M Sell
17,378
-240
-1% -$32.9K 1.75% 15
2022
Q4 		$2.36M Sell
17,618
-752
-4% -$95.3K 1.93% 15
2022
Q3 		$1.92M Sell
18,370
-178
-1% -$20.4K 1.62% 19
2022
Q2 		$2.09M Sell
18,548
-2,653
-13% -$329K 1.61% 18
2022
Q1 		$2.89M Sell
21,201
-5
-0% -$738 1.77% 14
2021
Q4 		$3.36M Buy
21,206
+36
+0.2% +$5.91K 1.95% 10
2021
Q3 		$3.46M Buy
21,170
+227
+1% +$35.6K 2.24% 9
2021
Q2 		$3.26M Sell
20,943
-197
-0.9% -$30.9K 2.17% 11
2021
Q1 		$3.22M Buy
21,140
+798
+4% +$115K 2.27% 7
2020
Q4 		$2.58M Buy
20,342
+81
+0.4% +$9.05K 1.98% 13
2020
Q3 		$1.95M Buy
20,261
+583
+3% +$57.3K 1.62% 22
2020
Q2 		$1.85M Sell
19,678
-60
-0.3% -$5.69K 1.73% 21
2020
Q1 		$1.78M Sell
19,738
-737
-4% -$89.5K 2.01% 14
2019
Q4 		$2.85M Buy
20,475
+70
+0.3% +$8.98K 2.48% 6
2019
Q3 		$2.4M Sell
20,405
-20
-0.1% -$2.26K 2.29% 11
2019
Q2 		$2.28M Sell
20,425
-2,475
-11% -$273K 2.1% 13
2019
Q1 		$2.32M Sell
22,900
-270
-1% -$27.8K 2.16% 12
2018
Q4 		$2.26M Buy
23,170
+625
+3% +$66.6K 2.42% 9
2018
Q3 		$2.54M Buy
22,545
+555
+3% +$63K 2.15% 10
2018
Q2 		$2.29M Sell
21,990
-526
-2% -$57.7K 2.07% 11
2018
Q1 		$2.48M Sell
22,516
-305
-1% -$34.5K 2.23% 6
2017
Q4 		$2.44M Sell
22,821
-149
-0.6% -$15.1K 2.19% 11
2017
Q3 		$2.19M Buy
22,970
+315
+1% +$29K 2.09% 13
2017
Q2 		$2.07M Buy
22,655
+695
+3% +$60K 2% 15
2017
Q1 		$1.93M Sell
21,960
-1,790
-8% -$158K 1.81% 19
2016
Q4 		$2.05M Buy
+23,750
New +$1.81M 2.03% 12
2015
Q3 		$1.89M Sell
30,980
-25
-0.1% -$1.64K 2.1% 14
2015
Q2 		$2.1M Buy
31,005
+395
+1% +$25.8K 2.16% 12
2015
Q1 		$1.85M Sell
30,610
-550
-2% -$32.6K 1.81% 23
2014
Q4 		$1.95M Buy
+31,160
New +$1.88M 1.93% 18

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lederer & Associates Investment Counsel's JPM Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $52.2K and leaving 8,899 shares worth $2.91M. The position accounts for 1.92% of the portfolio, ranked #10.

Lederer & Associates Investment Counsel first reported a position in JPM in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.46M in Q3 2021. 2,300 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lederer & Associates Investment Counsel held 8,899 shares of JPMorgan Chase worth $2.91M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 168 JPMorgan Chase shares in Q2 2026, an estimated $52.2K.
  • JPMorgan Chase made up 1.92% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #10 holding.
  • Lederer & Associates Investment Counsel first reported a position in JPMorgan Chase in Q4 2014 and has held it in 43 quarters since.
  • Lederer & Associates Investment Counsel's JPMorgan Chase position peaked at $3.46M in Q3 2021.
  • 2,300 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.