LA
JPM icon

LM Advisors’s JPMorgan Chase JPM Stock Holding History

LM 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
Q2 		$4.56M Buy
13,918
+9,796
+238% +$3.04M 0.53% 34
2026
Q1 		$14K Sell
4,122
-128
-3% -$38.8K 0.22% 81
2025
Q4 		$13.2K Sell
4,250
-8,912
-68% -$2.76M 0.24% 79
2025
Q3 		$4.15M Buy
13,162
+110
+0.8% +$32.7K 0.6% 31
2025
Q2 		$3.78M Buy
13,052
+3,101
+31% +$791K 0.49% 32
2025
Q1 		$2.44M Buy
9,951
+49
+0.5% +$12.5K 0.44% 42
2024
Q4 		$2.37M Sell
9,902
-5,251
-35% -$1.22M 0.42% 44
2024
Q3 		$3.19M Sell
15,153
-263
-2% -$55.4K 0.65% 33
2024
Q2 		$3.12M Sell
15,416
-609
-4% -$119K 0.55% 37
2024
Q1 		$3.21M Buy
16,025
+2,077
+15% +$375K 0.51% 37
2023
Q4 		$2.37M Buy
+13,948
New +$2.11M 0.48% 43

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LM Advisors's JPM Position: Q2 2026 in Review

LM Advisors increased its JPMorgan Chase (JPM) stake by 238% in Q2 2026, buying an estimated $3.04M and bringing the position to 13,918 shares worth $4.56M. The position accounts for 0.53% of the portfolio, ranked #34.

LM Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LM Advisors held 13,918 shares of JPMorgan Chase worth $4.56M as of Q2 2026.
  • LM Advisors bought 9,796 JPMorgan Chase shares in Q2 2026, an estimated $3.04M.
  • JPMorgan Chase made up 0.53% of LM Advisors's portfolio in Q2 2026, its #34 holding.
  • LM Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.