Lee Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97M | Sell |
10,085
-382
| -4% | -$116K | 0.42% | 26 |
|
|
2025
Q4 | $3.37M | Sell |
10,467
-1,215
| -10% | -$376K | 0.46% | 23 |
|
|
2025
Q3 | $3.68M | Buy |
11,682
+784
| +7% | +$233K | 0.46% | 22 |
|
|
2025
Q2 | $3.16M | Buy |
10,898
+766
| +8% | +$195K | 0.45% | 22 |
|
|
2025
Q1 | $2.49M | Sell |
10,132
-1,194
| -11% | -$304K | 0.38% | 24 |
|
|
2024
Q4 | $2.71M | Buy |
11,326
+233
| +2% | +$54.3K | 0.38% | 24 |
|
|
2024
Q3 | $2.34M | Buy |
11,093
+1,094
| +11% | +$230K | 0.33% | 29 |
|
|
2024
Q2 | $2.02M | Buy |
9,999
+2,101
| +27% | +$411K | 0.33% | 30 |
|
|
2024
Q1 | $1.58M | Buy |
7,898
+2,978
| +61% | +$537K | 0.26% | 39 |
|
|
2023
Q4 | $837K | Buy |
4,920
+48
| +1% | +$7.27K | 0.15% | 73 |
|
|
2023
Q3 | $707K | Buy |
4,872
+52
| +1% | +$7.79K | 0.13% | 73 |
|
|
2023
Q2 | $701K | Sell |
4,820
-173
| -3% | -$23.8K | 0.12% | 75 |
|
|
2023
Q1 | $651K | Buy |
4,993
+88
| +2% | +$12.1K | 0.11% | 74 |
|
|
2022
Q4 | $658K | Hold |
4,905
| – | – | 0.11% | 85 |
|
|
2022
Q3 | $512K | Buy |
4,905
+623
| +15% | +$71.5K | 0.1% | 90 |
|
|
2022
Q2 | $482K | Sell |
4,282
-61
| -1% | -$7.56K | 0.09% | 92 |
|
|
2022
Q1 | $592K | Buy |
4,343
+169
| +4% | +$24.9K | 0.11% | 88 |
|
|
2021
Q4 | $661K | Buy |
4,174
+961
| +30% | +$158K | 0.12% | 85 |
|
|
2021
Q3 | $526K | Buy |
3,213
+18
| +0.6% | +$2.82K | 0.11% | 92 |
|
|
2021
Q2 | $497K | Buy |
3,195
+506
| +19% | +$79.5K | 0.11% | 90 |
|
|
2021
Q1 | $409K | Buy |
2,689
+1,304
| +94% | +$188K | 0.1% | 94 |
|
|
2020
Q4 | $176K | Sell |
1,385
-86
| -6% | -$9.61K | 0.05% | 122 |
|
|
2020
Q3 | $142K | Sell |
1,471
-384
| -21% | -$37.7K | 0.04% | 131 |
|
|
2020
Q2 | $174K | Buy |
1,855
+700
| +61% | +$66.4K | 0.05% | 125 |
|
|
2020
Q1 | $104K | Sell |
1,155
-506
| -30% | -$61.5K | 0.03% | 132 |
|
|
2019
Q4 | $232K | Hold |
1,661
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $195K | Hold |
1,661
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $186K | Buy |
1,661
+422
| +34% | +$46.5K | 0.04% | 130 |
|
|
2019
Q1 | $125K | Buy |
1,239
+1,109
| +853% | +$114K | 0.03% | 149 |
|
|
2018
Q4 | $13K | Sell |
130
-3,000
| -96% | -$320K | ﹤0.01% | 256 |
|
|
2018
Q3 | $353K | Sell |
3,130
-1,701
| -35% | -$193K | 0.09% | 94 |
|
|
2018
Q2 | $504K | Sell |
4,831
-199
| -4% | -$21.8K | 0.12% | 83 |
|
|
2018
Q1 | $554K | Buy |
5,030
+265
| +6% | +$30K | 0.14% | 79 |
|
|
2017
Q4 | $510K | Sell |
4,765
-9,284
| -66% | -$940K | 0.15% | 79 |
|
|
2017
Q3 | $1.34M | Sell |
14,049
-315
| -2% | -$29K | 0.43% | 48 |
|
|
2017
Q2 | $1.31M | Buy |
14,364
+986
| +7% | +$85.1K | 0.48% | 47 |
|
|
2017
Q1 | $1.18M | Sell |
13,378
-1,127
| -8% | -$99.4K | 0.47% | 46 |
|
|
2016
Q4 | $1.25M | Buy |
+14,505
| New | +$1.11M | 0.7% | 34 |
|
Other funds holding JPM
VCM
VPM
Lee Financial's JPM Position: Q1 2026 in Review
Lee Financial reduced its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, selling an estimated $116K and leaving 10,085 shares worth $2.97M. The position accounts for 0.42% of the portfolio, ranked #26.
Lee Financial first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.68M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Lee Financial held 10,085 shares of JPMorgan Chase worth $2.97M as of Q1 2026.
- Lee Financial sold 382 JPMorgan Chase shares in Q1 2026, an estimated $116K.
- JPMorgan Chase made up 0.42% of Lee Financial's portfolio in Q1 2026, its #26 holding.
- Lee Financial first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's JPMorgan Chase position peaked at $3.68M in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.