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LifeSteps Financial’s JPMorgan Chase JPM Stock Holding History

LifeSteps Financial’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 		$3.7M Buy
11,304
+923
+9% +$287K 1.72% 13
2026
Q1 		$3.05M Buy
10,381
+342
+3% +$104K 1.93% 12
2025
Q4 		$3.23M Sell
10,039
-6
-0.1% -$1.86K 2.07% 11
2025
Q3 		$3.17M Sell
10,045
-187
-2% -$55.6K 2.04% 11
2025
Q2 		$2.97M Buy
10,232
+243
+2% +$62K 2.04% 11
2025
Q1 		$2.45M Sell
9,989
-72
-0.7% -$18.4K 1.99% 12
2024
Q4 		$2.41M Buy
10,061
+250
+3% +$58.2K 1.85% 13
2024
Q3 		$2.07M Buy
9,811
+8
+0.1% +$1.69K 1.62% 13
2024
Q2 		$1.98M Sell
9,803
-218
-2% -$42.6K 1.64% 13
2024
Q1 		$2.01M Sell
10,021
-219
-2% -$39.5K 1.51% 16
2023
Q4 		$1.74M Buy
10,240
+84
+0.8% +$12.7K 1.54% 16
2023
Q3 		$1.47M Buy
10,156
+11
+0.1% +$1.65K 1.5% 16
2023
Q2 		$1.48M Buy
10,145
+12
+0.1% +$1.65K 1.46% 18
2023
Q1 		$1.32M Sell
10,133
-627
-6% -$85.9K 1.4% 19
2022
Q4 		$1.44M Buy
10,760
+401
+4% +$50.8K 1.5% 17
2022
Q3 		$1.08M Buy
10,359
+2,306
+29% +$265K 1.22% 18
2022
Q2 		$907K Sell
8,053
-564
-7% -$69.9K 0.95% 22
2022
Q1 		$1.18M Sell
8,617
-498
-5% -$73.5K 0.87% 27
2021
Q4 		$1.44M Sell
9,115
-5,621
-38% -$923K 1.02% 23
2021
Q3 		$2.41M Buy
14,736
+83
+0.6% +$13K 1.85% 14
2021
Q2 		$2.28M Buy
14,653
+657
+5% +$103K 1.75% 14
2021
Q1 		$2.13M Buy
13,996
+1,248
+10% +$180K 1.78% 15
2020
Q4 		$1.62M Sell
12,748
-210
-2% -$23.5K 1.49% 16
2020
Q3 		$1.25M Buy
12,958
+315
+2% +$30.9K 1.32% 17
2020
Q2 		$1.19M Buy
12,643
+1,616
+15% +$153K 1.37% 18
2020
Q1 		$993K Buy
11,027
+33
+0.3% +$4.01K 1.14% 26
2019
Q4 		$1.53M Buy
+10,994
New +$1.41M 1.45% 20

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LifeSteps Financial's JPM Position: Q2 2026 in Review

LifeSteps Financial increased its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, buying an estimated $287K and bringing the position to 11,304 shares worth $3.7M. The position accounts for 1.72% of the portfolio, ranked #13.

LifeSteps Financial first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LifeSteps Financial held 11,304 shares of JPMorgan Chase worth $3.7M as of Q2 2026.
  • LifeSteps Financial bought 923 JPMorgan Chase shares in Q2 2026, an estimated $287K.
  • JPMorgan Chase made up 1.72% of LifeSteps Financial's portfolio in Q2 2026, its #13 holding.
  • LifeSteps Financial first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.