Lloyd Advisory Services’s JPMorgan Chase JPM Stock Holding History

Lloyd Advisory Services’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	$1.9M	Buy	6,448 +5,960	+1,221%	+$1.81M	0.54%	20
2025 Q4	$157K	Sell	488 -727	-60%	-$225K	0.06%	137
2025 Q3	$383K	Buy	1,215 +263	+28%	+$78.2K	0.18%	55
2025 Q2	$276K	Buy	+952	New	+$243K	0.13%	75
2024 Q2	–	Sell	-16,250	Closed	-$3.25M	–	147
2024 Q1	$3.25M	Buy	16,250 +13,875	+584%	+$2.5M	0.69%	17
2023 Q4	$404K	Buy	+2,375	New	+$360K	0.19%	63
2022 Q2	–	Sell	-376	Closed	-$51K	–	323
2022 Q1	$51K	Buy	376 +61	+19%	+$9K	0.02%	222
2021 Q4	$50K	Sell	315 -36	-10%	-$5.91K	0.02%	204
2021 Q3	$57K	Sell	351 -10	-3%	-$1.57K	0.03%	149
2021 Q2	$56K	Hold	361	–	–	0.03%	142
2021 Q1	$55K	Sell	361 -616	-63%	-$88.6K	0.03%	132
2020 Q4	$124K	Buy	977 +38	+4%	+$4.25K	0.07%	70
2020 Q3	$90K	Buy	939 +503	+115%	+$49.4K	0.05%	80
2020 Q2	$41K	Buy	436 +88	+25%	+$8.35K	0.03%	114
2020 Q1	$31K	Buy	348 +24	+7%	+$2.92K	0.02%	121
2019 Q4	$45K	Buy	+324	New	+$41.6K	0.04%	127

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lloyd Advisory Services's JPM Position: Q1 2026 in Review

Lloyd Advisory Services increased its JPMorgan Chase (JPM) stake by 1,221% in Q1 2026, buying an estimated $1.81M and bringing the position to 6,448 shares worth $1.9M. The position accounts for 0.54% of the portfolio, ranked #20.

Lloyd Advisory Services first reported a position in JPM in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.25M in Q1 2024. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lloyd Advisory Services held 6,448 shares of JPMorgan Chase worth $1.9M as of Q1 2026.
Lloyd Advisory Services bought 5,960 JPMorgan Chase shares in Q1 2026, an estimated $1.81M.
JPMorgan Chase made up 0.54% of Lloyd Advisory Services's portfolio in Q1 2026, its #20 holding.
Lloyd Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's JPMorgan Chase position peaked at $3.25M in Q1 2024.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.