Lionshead Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lionshead Wealth 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	$1.09M	Buy	3,336 +144	+5%	+$44.7K	0.71%	40
2026 Q1	$939K	Sell	3,192 -38	-1%	-$11.5K	0.69%	38
2025 Q4	$1.04M	Buy	3,230 +45	+1%	+$13.9K	0.78%	38
2025 Q3	$1M	Buy	3,185 +714	+29%	+$212K	0.8%	36
2025 Q2	$716K	Buy	2,471 +31	+1%	+$7.91K	0.66%	43
2025 Q1	$599K	Buy	2,440 +294	+14%	+$75K	0.62%	46
2024 Q4	$514K	Buy	+2,146	New	+$500K	0.37%	57

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lionshead Wealth Management's JPM Position: Q2 2026 in Review

Lionshead Wealth Management increased its JPMorgan Chase (JPM) stake by 4.5% in Q2 2026, buying an estimated $44.7K and bringing the position to 3,336 shares worth $1.09M. The position accounts for 0.71% of the portfolio, ranked #40.

Lionshead Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lionshead Wealth Management held 3,336 shares of JPMorgan Chase worth $1.09M as of Q2 2026.
Lionshead Wealth Management bought 144 JPMorgan Chase shares in Q2 2026, an estimated $44.7K.
JPMorgan Chase made up 0.71% of Lionshead Wealth Management's portfolio in Q2 2026, its #40 holding.
Lionshead Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.