LGT Financial Advisors’s JPMorgan Chase JPM Stock Holding History

LGT Financial Advisors’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	$14.9K	Buy	46 +1	+2%	+$311	0.08%	113
2026 Q1	$13.4K	Hold	45	–	–	0.07%	117
2025 Q4	$14.6K	Hold	45	–	–	0.09%	115
2025 Q3	$14.2K	Hold	45	–	–	0.03%	209
2025 Q2	$13K	Hold	45	–	–	0.03%	188
2025 Q1	$11K	Sell	45 -500	-92%	-$127K	0.03%	171
2024 Q4	$131K	Buy	545 +500	+1,111%	+$116K	0.29%	70
2024 Q3	$9.49K	Sell	45 -140	-76%	-$29.5K	0.02%	427
2024 Q2	$37.4K	Sell	185 -2,903	-94%	-$568K	0.08%	188
2024 Q1	$619K	Sell	3,088 -341	-10%	-$61.5K	0.72%	26
2023 Q4	$583K	Sell	3,429 -336	-9%	-$50.9K	0.71%	24
2023 Q3	$546K	Sell	3,765 -7,177	-66%	-$1.08M	0.69%	25
2023 Q2	$1.59M	Buy	10,942 +4,826	+79%	+$664K	1.69%	10
2023 Q1	$797K	Buy	6,116 +2,427	+66%	+$333K	1.48%	13
2022 Q4	$495K	Buy	+3,689	New	+$467K	0.58%	33

Other funds holding JPM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

LGT Financial Advisors's JPM Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, buying an estimated $311 and bringing the position to 46 shares worth $14.9K. The position accounts for 0.08% of the portfolio, ranked #113.

LGT Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LGT Financial Advisors held 46 shares of JPMorgan Chase worth $14.9K as of Q2 2026.
LGT Financial Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.08% of LGT Financial Advisors's portfolio in Q2 2026, its #113 holding.
LGT Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's JPMorgan Chase position peaked at $1.59M in Q2 2023.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.