LA
JPM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lifeworks Advisors's JPM Position: Q1 2026 in Review

Lifeworks Advisors increased its JPMorgan Chase (JPM) stake by 0.79% in Q1 2026, buying an estimated $8.8K and bringing the position to 3,690 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #122.

Lifeworks Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.18M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lifeworks Advisors held 3,690 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
  • Lifeworks Advisors bought 29 JPMorgan Chase shares in Q1 2026, an estimated $8.8K.
  • JPMorgan Chase made up 0.14% of Lifeworks Advisors's portfolio in Q1 2026, its #122 holding.
  • Lifeworks Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's JPMorgan Chase position peaked at $1.18M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.