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Lifestyle Asset Management’s JPMorgan Chase JPM Stock Holding History

Lifestyle Asset 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 		$446K Buy
1,363
+112
+9% +$34.8K 0.12% 84
2026
Q1 		$368K Buy
1,251
+247
+25% +$75K 0.12% 99
2025
Q4 		$324K Buy
+1,004
New +$311K 0.11% 106
2025
Q3 		– Sell
-1,117
Closed -$324K – 144
2025
Q2 		$324K Buy
1,117
+100
+10% +$25.5K 0.15% 97
2025
Q1 		$249K Sell
1,017
-66
-6% -$16.8K 0.14% 94
2024
Q4 		$260K Buy
1,083
+46
+4% +$10.7K 0.14% 87
2024
Q3 		$219K Sell
1,037
-91
-8% -$19.2K 0.12% 97
2024
Q2 		$228K Sell
1,128
-209
-16% -$40.9K 0.13% 88
2024
Q1 		$268K Sell
1,337
-265
-17% -$47.8K 0.16% 68
2023
Q4 		$273K Sell
1,602
-117
-7% -$17.7K 0.15% 59
2023
Q3 		$249K Sell
1,719
-25
-1% -$3.75K 0.15% 59
2023
Q2 		$254K Buy
1,744
+55
+3% +$7.57K 0.15% 59
2023
Q1 		$220K Buy
1,689
+147
+10% +$20.1K 0.15% 68
2022
Q4 		$207K Buy
+1,542
New +$195K 0.17% 66

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

Lifestyle Asset Management's JPM Position: Q2 2026 in Review

Lifestyle Asset Management increased its JPMorgan Chase (JPM) stake by 9% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,363 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #84.

Lifestyle Asset Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lifestyle Asset Management held 1,363 shares of JPMorgan Chase worth $446K as of Q2 2026.
  • Lifestyle Asset Management bought 112 JPMorgan Chase shares in Q2 2026, an estimated $34.8K.
  • JPMorgan Chase made up 0.12% of Lifestyle Asset Management's portfolio in Q2 2026, its #84 holding.
  • Lifestyle Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.