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 Q2	$4.3M	Sell	13,142 -189	-1%	-$58.7K	0.69%	51
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 $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

LMG Wealth Partners's JPM Position: Q2 2026 in Review

LMG Wealth Partners reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $58.7K and leaving 13,142 shares worth $4.3M. The position accounts for 0.69% of the portfolio, ranked #51.

LMG Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LMG Wealth Partners held 13,142 shares of JPMorgan Chase worth $4.3M as of Q2 2026.
LMG Wealth Partners sold 189 JPMorgan Chase shares in Q2 2026, an estimated $58.7K.
JPMorgan Chase made up 0.69% of LMG Wealth Partners's portfolio in Q2 2026, its #51 holding.
LMG Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.