LMG Wealth Partners’s JPMorgan Chase JPM Stock Holding History

LMG Wealth Partners’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	$3.92M	Buy	13,331 +23	+0.2%	+$6.98K	0.71%	48
2025 Q4	$4.29M	Buy	13,308 +22	+0.2%	+$6.81K	0.8%	46
2025 Q3	$4.19M	Buy	13,286 +21	+0.2%	+$6.25K	0.78%	44
2025 Q2	$3.85M	Buy	13,265 +219	+2%	+$55.9K	0.79%	45
2025 Q1	$3.2M	Buy	13,046 +1	+0%	+$255	0.71%	44
2024 Q4	$3.13M	Buy	13,045 +91	+0.7%	+$21.2K	0.68%	46
2024 Q3	$2.73M	Sell	12,954 -246	-2%	-$51.8K	0.63%	46
2024 Q2	$2.67M	Buy	13,200 +27	+0.2%	+$5.28K	0.67%	47
2024 Q1	$2.64M	Hold	13,173	–	–	0.66%	48
2023 Q4	$2.24M	Sell	13,173 -402	-3%	-$60.9K	0.62%	47
2023 Q3	$1.97M	Sell	13,575 -14	-0.1%	-$2.1K	0.6%	48
2023 Q2	$1.98M	Hold	13,589	–	–	0.6%	46
2023 Q1	$1.77M	Hold	13,589	–	–	0.57%	49
2022 Q4	$1.91M	Buy	+13,589	New	+$1.72M	0.63%	46

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

LMG Wealth Partners's JPM Position: Q1 2026 in Review

LMG Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.17% in Q1 2026, buying an estimated $6.98K and bringing the position to 13,331 shares worth $3.92M. The position accounts for 0.71% of the portfolio, ranked #48.

LMG Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

LMG Wealth Partners held 13,331 shares of JPMorgan Chase worth $3.92M as of Q1 2026.
LMG Wealth Partners bought 23 JPMorgan Chase shares in Q1 2026, an estimated $6.98K.
JPMorgan Chase made up 0.71% of LMG Wealth Partners's portfolio in Q1 2026, its #48 holding.
LMG Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's JPMorgan Chase position peaked at $4.29M in Q4 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.