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LJI Wealth Management’s JPMorgan Chase JPM Stock Holding History

LJI 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 		$8.4M Buy
25,675
+212
+0.8% +$65.8K 1.18% 14
2026
Q1 		$7.49M Sell
25,463
-1,811
-7% -$550K 1.2% 13
2025
Q4 		$8.79M Buy
27,274
+2,200
+9% +$681K 1.34% 12
2025
Q3 		$7.91M Sell
25,074
-2,301
-8% -$684K 1.38% 13
2025
Q2 		$7.94M Sell
27,375
-314
-1% -$80.1K 1.38% 14
2025
Q1 		$6.79M Buy
27,689
+61
+0.2% +$15.6K 1.35% 14
2024
Q4 		$6.62M Sell
27,628
-697
-2% -$162K 1.3% 14
2024
Q3 		$5.97M Buy
28,325
+507
+2% +$107K 1.22% 15
2024
Q2 		$5.63M Sell
27,818
-106
-0.4% -$20.7K 1.24% 15
2024
Q1 		$5.59M Sell
27,924
-112
-0.4% -$20.2K 1.45% 14
2023
Q4 		$4.77M Buy
28,036
+2,050
+8% +$311K 1.24% 15
2023
Q3 		$3.77M Sell
25,986
-275,062
-91% -$41.2M 1.08% 15
2023
Q2 		$3.7M Buy
301,048
+275,655
+1,086% +$37.9M 1.08% 17
2023
Q1 		$3.31M Buy
25,393
+200
+0.8% +$27.4K 1.05% 18
2022
Q4 		$3.38M Buy
+25,193
New +$3.19M 1.18% 18

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

LJI Wealth Management increased its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, buying an estimated $65.8K and bringing the position to 25,675 shares worth $8.4M. The position accounts for 1.18% of the portfolio, ranked #14.

LJI Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.79M in Q4 2025. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LJI Wealth Management held 25,675 shares of JPMorgan Chase worth $8.4M as of Q2 2026.
  • LJI Wealth Management bought 212 JPMorgan Chase shares in Q2 2026, an estimated $65.8K.
  • JPMorgan Chase made up 1.18% of LJI Wealth Management's portfolio in Q2 2026, its #14 holding.
  • LJI Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's JPMorgan Chase position peaked at $8.79M in Q4 2025.
  • 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.