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 Q2	$60.7K	Sell	185 -6,263	-97%	-$1.94M	0.02%	219
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lloyd Advisory Services's JPM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its JPMorgan Chase (JPM) stake by 97% in Q2 2026, selling an estimated $1.94M and leaving 185 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #219.

Lloyd Advisory Services first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.25M in Q1 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lloyd Advisory Services held 185 shares of JPMorgan Chase worth $60.7K as of Q2 2026.
Lloyd Advisory Services sold 6,263 JPMorgan Chase shares in Q2 2026, an estimated $1.94M.
JPMorgan Chase made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #219 holding.
Lloyd Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
Lloyd Advisory Services's JPMorgan Chase position peaked at $3.25M in Q1 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.