Lee Johnson Capital Management’s JPMorgan Chase JPM Stock Holding History

Lee Johnson 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	$427K	Sell	1,304 -1,113	-46%	-$346K	0.13%	62
2026 Q1	$711K	Sell	2,417 -21,827	-90%	-$6.62M	0.25%	52
2025 Q4	$7.81M	Sell	24,244 -1,037	-4%	-$321K	2.68%	6
2025 Q3	$7.97M	Buy	25,281 +787	+3%	+$234K	2.65%	7
2025 Q2	$7.1M	Buy	24,494 +6,481	+36%	+$1.65M	2.44%	8
2025 Q1	$4.42M	Sell	18,013 -1,215	-6%	-$310K	2.34%	8
2024 Q4	$4.61M	Buy	19,228 +310	+2%	+$72.2K	2.43%	16
2024 Q3	$3.99M	Buy	+18,918	New	+$3.98M	2.05%	16
2022 Q3	–	Sell	-12,307	Closed	-$1.39M	–	31
2022 Q2	$1.39M	Buy	12,307 +272	+2%	+$33.7K	1.65%	18
2022 Q1	$1.64M	Buy	12,035 +4,458	+59%	+$658K	1.46%	27
2021 Q4	$1.2M	Buy	+7,577	New	+$1.24M	0.98%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lee Johnson Capital Management's JPM Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its JPMorgan Chase (JPM) stake by 46% in Q2 2026, selling an estimated $346K and leaving 1,304 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #62.

Lee Johnson Capital Management first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $7.97M in Q3 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lee Johnson Capital Management held 1,304 shares of JPMorgan Chase worth $427K as of Q2 2026.
Lee Johnson Capital Management sold 1,113 JPMorgan Chase shares in Q2 2026, an estimated $346K.
JPMorgan Chase made up 0.13% of Lee Johnson Capital Management's portfolio in Q2 2026, its #62 holding.
Lee Johnson Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
Lee Johnson Capital Management's JPMorgan Chase position peaked at $7.97M in Q3 2025.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.