Lesa Sroufe & Co’s JPMorgan Chase JPM Stock Holding History

Lesa Sroufe & Co’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	$347K	Hold	1,061	–	–	0.25%	51
2026 Q1	$312K	Hold	1,061	–	–	0.21%	51
2025 Q4	$342K	Hold	1,061	–	–	0.25%	49
2025 Q3	$335K	Hold	1,061	–	–	0.27%	51
2025 Q2	$308K	Hold	1,061	–	–	0.28%	51
2025 Q1	$260K	Buy	+1,061	New	+$270K	0.26%	57
2024 Q3	$224K	Hold	1,061	–	–	0.21%	65
2024 Q2	$215K	Hold	1,061	–	–	0.21%	69
2024 Q1	$213K	Buy	+1,061	New	+$191K	0.2%	68

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lesa Sroufe & Co's JPM Position: Q2 2026 in Review

Lesa Sroufe & Co held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,061 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #51.

Lesa Sroufe & Co first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lesa Sroufe & Co held 1,061 shares of JPMorgan Chase worth $347K as of Q2 2026.
Lesa Sroufe & Co left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.25% of Lesa Sroufe & Co's portfolio in Q2 2026, its #51 holding.
Lesa Sroufe & Co first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.