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Lifeworks Advisors’s JPMorgan Chase JPM Stock Holding History

Lifeworks 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 		$1.26M Buy
3,864
+174
+5% +$54K 0.13% 121
2026
Q1 		$1.09M Buy
3,690
+29
+0.8% +$8.8K 0.14% 122
2025
Q4 		$1.18M Buy
3,661
+259
+8% +$80.2K 0.15% 129
2025
Q3 		$1.07M Sell
3,402
-57
-2% -$17K 0.14% 130
2025
Q2 		$1M Sell
3,459
-759
-18% -$194K 0.15% 128
2025
Q1 		$1.03M Buy
4,218
+163
+4% +$41.6K 0.17% 121
2024
Q4 		$972K Buy
4,055
+162
+4% +$37.7K 0.18% 118
2024
Q3 		$821K Buy
3,893
+117
+3% +$24.6K 0.16% 131
2024
Q2 		$764K Sell
3,776
-1,105
-23% -$216K 0.21% 104
2024
Q1 		$978K Buy
4,881
+2,455
+101% +$443K 0.27% 86
2023
Q4 		$413K Sell
2,426
-47
-2% -$7.12K 0.14% 130
2023
Q3 		$359K Buy
2,473
+506
+26% +$75.9K 0.14% 142
2023
Q2 		$286K Sell
1,967
-1
-0.1% -$138 0.12% 129
2023
Q1 		$256K Buy
1,968
+369
+23% +$50.6K 0.12% 128
2022
Q4 		$214K Sell
1,599
-741
-32% -$93.9K 0.12% 109
2022
Q3 		$295K Sell
2,340
-2,952
-56% -$339K 0.17% 103
2022
Q2 		$596K Buy
5,292
+813
+18% +$101K 0.38% 84
2022
Q1 		$611K Sell
4,479
-27
-0.6% -$3.98K 0.4% 82
2021
Q4 		$713K Buy
+4,506
New +$740K 0.57% 53

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

Lifeworks Advisors's JPM Position: Q2 2026 in Review

Lifeworks Advisors increased its JPMorgan Chase (JPM) stake by 4.7% in Q2 2026, buying an estimated $54K and bringing the position to 3,864 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #121.

Lifeworks Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lifeworks Advisors held 3,864 shares of JPMorgan Chase worth $1.26M as of Q2 2026.
  • Lifeworks Advisors bought 174 JPMorgan Chase shares in Q2 2026, an estimated $54K.
  • JPMorgan Chase made up 0.13% of Lifeworks Advisors's portfolio in Q2 2026, its #121 holding.
  • Lifeworks Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.