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Lockerman Financial Group’s JPMorgan Chase JPM Stock Holding History

Lockerman Financial Group’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 		$348K Sell
1,064
-11
-1% -$3.42K 0.53% 51
2026
Q1 		$316K Buy
1,075
+27
+3% +$8.19K 0.57% 56
2025
Q4 		$338K Sell
1,048
-2,089
-67% -$647K 0.65% 51
2025
Q3 		$990K Sell
3,137
-33
-1% -$9.81K 1.25% 17
2025
Q2 		$919K Sell
3,170
-23
-0.7% -$5.87K 1.24% 16
2025
Q1 		$783K Sell
3,193
-52
-2% -$13.3K 1.18% 18
2024
Q4 		$778K Sell
3,245
-50
-2% -$11.6K 1.32% 16
2024
Q3 		$695K Buy
3,295
+10
+0.3% +$2.11K 1.18% 25
2024
Q2 		$664K Sell
3,285
-8
-0.2% -$1.56K 1.21% 24
2024
Q1 		$660K Sell
3,293
-34
-1% -$6.13K 1.26% 17
2023
Q4 		$566K Sell
3,327
-23
-0.7% -$3.49K 1.31% 22
2023
Q3 		$486K Buy
3,350
+22
+0.7% +$3.3K 1.31% 19
2023
Q2 		$484K Buy
3,328
+32
+1% +$4.4K 1.34% 19
2023
Q1 		$430K Buy
3,296
+42
+1% +$5.75K 1.18% 23
2022
Q4 		$436K Buy
3,254
+133
+4% +$16.9K 1.27% 24
2022
Q3 		$326K Buy
3,121
+581
+23% +$66.7K 0.94% 28
2022
Q2 		$286K Buy
2,540
+262
+12% +$32.5K 0.91% 34
2022
Q1 		$311K Sell
2,278
-296
-11% -$43.7K 0.84% 32
2021
Q4 		$407K Buy
+2,574
New +$423K 1.06% 22

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lockerman Financial Group's JPM Position: Q2 2026 in Review

Lockerman Financial Group reduced its JPMorgan Chase (JPM) stake by 1% in Q2 2026, selling an estimated $3.42K and leaving 1,064 shares worth $348K. The position accounts for 0.53% of the portfolio, ranked #51.

Lockerman Financial Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $990K in Q3 2025. 3,149 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lockerman Financial Group held 1,064 shares of JPMorgan Chase worth $348K as of Q2 2026.
  • Lockerman Financial Group sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.53% of Lockerman Financial Group's portfolio in Q2 2026, its #51 holding.
  • Lockerman Financial Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's JPMorgan Chase position peaked at $990K in Q3 2025.
  • 3,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.