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Lee, Danner & Bass’s JPMorgan Chase JPM Stock Holding History

Lee, Danner & Bass’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 		$9.2M Sell
28,116
-11
-0% -$3.42K 0.53% 45
2026
Q1 		$8.27M Sell
28,127
-3,375
-11% -$1.02M 0.52% 48
2025
Q4 		$10.2M Buy
31,502
+2,613
+9% +$809K 0.73% 32
2025
Q3 		$9.11M Buy
28,889
+3,024
+12% +$899K 0.66% 35
2025
Q2 		$7.5M Sell
25,865
-1,722
-6% -$439K 0.58% 36
2025
Q1 		$6.77M Buy
27,587
+2,950
+12% +$752K 0.55% 39
2024
Q4 		$5.91M Buy
24,637
+550
+2% +$128K 0.47% 46
2024
Q3 		$5.08M Sell
24,087
-275
-1% -$57.9K 0.36% 53
2024
Q2 		$4.93M Buy
+24,362
New +$4.76M 0.38% 54
2023
Q4 		$4.35M Sell
25,572
-8
-0% -$1.21K 0.37% 59
2023
Q3 		$3.71M Sell
25,580
-175
-0.7% -$26.2K 0.34% 66
2023
Q2 		$3.75M Sell
25,755
-567
-2% -$78K 0.32% 69
2023
Q1 		$3.43M Sell
26,322
-505
-2% -$69.2K 0.32% 71
2022
Q4 		$3.6M Sell
26,827
-4,912
-15% -$622K 0.34% 68
2022
Q3 		$3.32M Sell
31,739
-149
-0.5% -$17.1K 0.35% 68
2022
Q2 		$3.59M Buy
31,888
+2,653
+9% +$329K 0.36% 68
2022
Q1 		$3.98M Buy
29,235
+4,200
+17% +$620K 0.34% 69
2021
Q4 		$3.96M Buy
25,035
+1,545
+7% +$254K 0.34% 66
2021
Q3 		$3.85M Sell
23,490
-910
-4% -$143K 0.35% 68
2021
Q2 		$3.79M Buy
24,400
+853
+4% +$134K 0.34% 75
2021
Q1 		$3.58M Buy
23,547
+1,905
+9% +$274K 0.35% 72
2020
Q4 		$2.75M Buy
21,642
+166
+0.8% +$18.6K 0.29% 77
2020
Q3 		$2.07M Buy
21,476
+180
+0.8% +$17.7K 0.24% 84
2020
Q2 		$2M Buy
21,296
+576
+3% +$54.6K 0.26% 80
2020
Q1 		$1.86M Sell
20,720
-993
-5% -$121K 0.27% 77
2019
Q4 		$3.03M Sell
21,713
-130
-0.6% -$16.7K 0.32% 71
2019
Q3 		$2.57M Sell
21,843
-500
-2% -$56.6K 0.28% 72
2019
Q2 		$2.5M Sell
22,343
-320
-1% -$35.3K 0.26% 73
2019
Q1 		$2.29M Buy
22,663
+4,813
+27% +$496K 0.25% 77
2018
Q4 		$1.74M Buy
17,850
+2,657
+17% +$283K 0.21% 90
2018
Q3 		$1.71M Sell
15,193
-3,855
-20% -$438K 0.17% 95
2018
Q2 		$1.99M Buy
19,048
+1,645
+9% +$180K 0.21% 90
2018
Q1 		$1.91M Sell
17,403
-285
-2% -$32.3K 0.2% 89
2017
Q4 		$1.89M Sell
17,688
-169
-0.9% -$17.1K 0.19% 90
2017
Q3 		$1.71M Buy
17,857
+363
+2% +$33.5K 0.18% 89
2017
Q2 		$1.6M Buy
17,494
+69
+0.4% +$5.95K 0.18% 93
2017
Q1 		$1.53M Buy
17,425
+2,595
+17% +$229K 0.17% 92
2016
Q4 		$1.28M Sell
14,830
-205
-1% -$15.6K 0.15% 97
2016
Q3 		$1M Buy
15,035
+500
+3% +$32.6K 0.12% 103
2016
Q2 		$903K Hold
14,535
– – 0.11% 104
2016
Q1 		$929K Sell
14,535
-521
-3% -$30.4K 0.11% 101
2015
Q4 		$994K Sell
15,056
-317
-2% -$20.6K 0.13% 100
2015
Q3 		$937K Buy
15,373
+137
+0.9% +$8.97K 0.13% 103
2015
Q2 		$1.03M Buy
15,236
+87
+0.6% +$5.68K 0.12% 102
2015
Q1 		$918K Buy
15,149
+63
+0.4% +$3.73K 0.11% 100
2014
Q4 		$944K Buy
15,086
+111
+0.7% +$6.68K 0.11% 98
2014
Q3 		$902K Buy
14,975
+2,777
+23% +$162K 0.11% 100
2014
Q2 		$703K Buy
12,198
+846
+7% +$47.6K 0.09% 106
2014
Q1 		$689K Sell
11,352
-395
-3% -$22.8K 0.09% 104
2013
Q4 		$687K Sell
11,747
-355
-3% -$19.4K 0.09% 101
2013
Q3 		$626K Hold
12,102
– – 0.09% 101
2013
Q2 		$639K Buy
+12,102
New +$615K 0.09% 101

Other funds holding JPM

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lee, Danner & Bass's JPM Position: Q2 2026 in Review

Lee, Danner & Bass reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $3.42K and leaving 28,116 shares worth $9.2M. The position accounts for 0.53% of the portfolio, ranked #45.

Lee, Danner & Bass first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lee, Danner & Bass held 28,116 shares of JPMorgan Chase worth $9.2M as of Q2 2026.
  • Lee, Danner & Bass sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.53% of Lee, Danner & Bass's portfolio in Q2 2026, its #45 holding.
  • Lee, Danner & Bass first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Lee, Danner & Bass's JPMorgan Chase position peaked at $10.2M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.