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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Johnson Capital Management's JPM Position: Q1 2026 in Review

Lee Johnson Capital Management reduced its JPMorgan Chase (JPM) stake by 90% in Q1 2026, selling an estimated $6.62M and leaving 2,417 shares worth $711K. The position accounts for 0.25% of the portfolio, ranked #52.

Lee Johnson Capital Management first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.97M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lee Johnson Capital Management held 2,417 shares of JPMorgan Chase worth $711K as of Q1 2026.
Lee Johnson Capital Management sold 21,827 JPMorgan Chase shares in Q1 2026, an estimated $6.62M.
JPMorgan Chase made up 0.25% of Lee Johnson Capital Management's portfolio in Q1 2026, its #52 holding.
Lee Johnson Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
Lee Johnson Capital Management's JPMorgan Chase position peaked at $7.97M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.